Global
Responsibility Fund

Companies with strong environmental, social and governance (ESG) standards tend to have better customer engagement, higher productivity and make better decisions about the deployment of capital.  We seek out these companies for our fund.

Performance

Click here for Performance

Ethical Approach

The Global Responsibility Fund has been designated a Certified Responsible Investment by the RIAA (Responsible Investment Association Australasia).

Diversification

A diversified selection of global companies that score highly on environmental, social and governance ratings.

Target Investment:

Global Stocks

number of holdings:

Approximately 250 Companies

Asset Class:

Global Equities

Fees:

0.93%

Investment Horizon:

5+ Years

benchmark:

Morningstar DM Index

Current Hedging target:

50%

*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.

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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.