Global Water Fund

Performance

% since inception

as at 

8.28

28/02/2018

after tax, before fees

1 Year Return

7.6

% since inception

as at 

28/02/2018

after tax, before fees

risk profile

Currency Hedging

 

50% to NZ$

Range between 0% - 110%

Base Fee

 

1.30%

Plus GST, no Performance Fee

  • Ethical and socially responsible fund
  • Companies that generate significant income from water related activities.   
  • Companies typically make infrastructure or produce, treat and deliver fresh or waste water 
  • Does not invest in water rights or bottled water

Key Features

  • Hedged in the range of 50% to 100%.
  • Holds between 50 and 100 Global Companies
  • Excludes certain revenue sources

  • Excludes companies with high controversy ratings

  • Seeks to maximise the overall fund ESG 

  • Facebook Social Icon
  • LinkedIn Social Icon

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.