Ethical Growth Fund

A highly diversified global portfolio that invests in companies meeting our Ethical Investment guidelines.  We exclude companies from many industries that have a damaging impact on society.

Performance

This is a new Fund, established on 28 Aug 2020 and has no Performance History

Core equity exposure

A diversified broad exposure to global equities

Tactical tilts

An active top-down ethical focus on industries, sectors, geographies and portfolio factors

Target Investment:

75% Global Equities

25% Fixed Income

number of holdings:

Up to 200 Companies

Asset Class:

Australasian and International Equities

NZ and International Fixed Interest

Listed Property

Fees:

1.26%

Investment Horizon:

10+ Years

benchmark:

5% Bloomberg NZ Bank Index

20% Bloomberg Barclays Global Aggressive

40% S&P/NZX50 and S&P/ASX200 Indexes

35% Morningstar Developed Markets Index

Current Hedging target:

50%

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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.