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Managed Funds

We rate all companies on environmental, social and governance (ESG) metrics. We believe companies that better manage these ESG risks make better long-term investments.

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Our Managed Fund Types

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Ethical Growth Fund 

Ethical investing to achieve medium to high returns with a higher risk focus.

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Ethical Trans-Tasman Fund

Ethical investing in Australian and New Zealand owned companies to achieve above-average long-term risk-adjusted returns.

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Global Responsibility Fund

Ethical investing in international companies to achieve above-average long-term risk-adjusted returns.

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Global Water Fund 

Ethical investing in international equities to achieve above-average long-term risk-adjusted returns.

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Global Property Fund

Ethical investing in listed property companies to achieve above average long-term risk adjusted returns.

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Investment return focus

We rate all companies on environmental, social and governance (ESG) metrics and invest in only the best.

Our Product Disclosure Statements (PDS) contain information to help you decide whether to invest in our funds. We review and update it regularly. Our latest PDS dated 22 October 2020 for our Pathfinder Global Responsibility Fund, Global Water Fund, Global Property Fund, Ethical Trans-Tasman Fund, and World Equity Fund and  replacement PDS dated 15 July 2020 have been lodged with the Registrar and are available to download here  or on request from us. Units in the Funds are issued by Pathfinder Asset Management Limited.  Alternatively, view our PDS for the Ethical Growth Fund.

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Investor Documents

View & download these investor document packs

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