Why chose this one?

Performance
Ethical Approach
Diversification

Objective:

(1) invest in global equities that satisfy Pathfinder’s socially responsible investment screening

(2) achieve a medium to long term return higher than the Morningstar Developed Markets Index, 50% hedged to NZ dollars

Strategy: 

The Fund invests in global equities that satisfy Pathfinder’s socially responsible screening. It achieves this by investing in Pathfinder’s wholesale Responsible Investment Fund which targets a portfolio of 250 stocks.

Target Investment Mix::

Global equities          Cash     

95% - 100%               0% - 5%

 

 

 

Investment Timeframe:

Minimum 5 Years

 

 

Risk Indicator

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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.