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)

The PDS contains complete Fund Descriptions, Investment Guidelines, Risks, Fees, and the Application Form for Investment

 

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.