Global Responsibility Fund

Why chose this one?

Performance

 Evidence suggests that returns from investing responsibly can be the same as, or better than, broader markets

Ethical Approach

Invests in shares that satisfy Pathfinder's socially responsible screening, which includes ESG screening and company engagement

Diversification

Target holdings in 250 equally weighted Global shares. The Fund includes currency management

4.07

%

Annualised
Return since Inception*

-1.64

%

3 Month
Return*

Risk Indicator

 *Past performance is not an indicator for future performance. All figures are calculated after fees and before tax.

The Global Responsibility Fund has been designated a Certified Responsible Investment by the RIAA (Responsible Investment Association Australasia). See www.responsibleinvestment.org for more details.

*The Certification Symbol signifies that a product or service offers an investment style that takes into account environmental, social, governance or ethical considerations. The Symbol also signifies that the Pathfinder Global Responsibility Fund adheres to the strict operational and disclosure practices required under the Responsible Investment Certification Program for the category of Product Provider. The Certification Symbol is a Registered Trade Mark of the Responsible Investment Association Australasia (RIAA). Detailed information about RIAA, the Symbol and the Pathfinder Global Responsibility Fund’s methodology, performance and stock holdings can be found at www.responsiblereturns.com.au, together with details about other responsible investment products certified by RIAA.1

1. The Responsible Investment Certification Program does not constitute financial product advice. Neither the Certification Symbol nor RIAA recommends to any person that any financial product is a suitable investment or that returns are guaranteed. Appropriate professional advice should be sought prior to making an investment decision. RIAA does not hold an Australian Financial Services Licence.

  • Facebook Social Icon
  • LinkedIn Social Icon

GENERAL INFORMATION ONLY

This information is general information only and does not take account of your individual investment objectives or financial situation.
Pathfinder Asset Management encourages all investors to seek independent financial advice prior to making investment decisions.