Documents and Forms
Factsheets
PDS
Investment Policies
Annual Report
Quarterly Updates

Factsheets

The Factsheets give a broad outline of the Funds, the Strategies, Fees, Currency Hedging and Exposures

 
 

Product Disclosure Statement (PDS)

Pathfinder Global Water Fund

Pathfinder World Equity Fund

Pathfinder Global Responsibility Fund

Pathfinder Global Property Fund

Pathfinder Ethical Trans-Tasman Fund

Our Product Disclosure Statement (PDS) contains information to help you decide whether to invest in our funds. We review and update it regularly. Our latest replacement PDS dated 15 July 2020 has been lodged with the Registar and is available to download here or on request from us. Units in the Funds are issued by Pathfinder Asset Management Limited

Pathfinder Ethical Growth Fund

This Product Disclosure Statement (PDS) for the Pathfinder Ethical Growth Fund contains information to help you decide whether to invest. This PDS dated 28 August 2020 has been lodged with the Registar and is available to download here or on request from us. Units in the Funds are issued by Pathfinder Asset Management Limited

 

Investment Policies

Statement of Investment Policy and Objectives (SIPO)

The SIPO outlines the Investment Objectives, Asset Allocation, Investment Mix, Currency Strategy and Management of the Funds

Socially Responsible Investment Policy

The Investment Policy outlines Pathfinder's approach to Socially Responsible Investing and the integration of ESG

Exclusion Policy

The Exclusions Policy gives more detail on specific exclusions within the Funds

 

Annual Report

The Annual Report contains information on the scheme, contributions and scheme participants and changes to the scheme

The Quarterly Updates contain the Fund Description, Fees, Key Holdings, Investment Mix and overall Fund Performance

See previous Quarterly Updates here

 

Quarterly Updates

 
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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.