Past performance is no guarantee of future returns. See our Product Disclosure Statement for further information. We encourage all investors to seek financial advice prior to making investment decisions.
p.a. since inception*
Performance figures as of 31/12/21, and are after fees before tax. Past performance is no guarantee of future returns. We encourage all investors to seek independent financial advice prior to making investment decisions. *30/10/19 (date of Inception)
The risk indicator is rated from 1 (low) to 7 (high). The rating reflects how much the value of the Fund’s assets goes up and down (volatility). A higher risk generally means higher potential returns over time, but more ups and downs along the way. This risk indicator is not a guarantee of a fund’s future performance. As the fund does not have a five year history, the risk indicator was prepared using the relevant market index returns from January 2017 to October 2019 (when the fund was not in existence) and the fund's returns since then. As a result, the risk indicator may provide a less reliable indicator of the potential future volatility of the fund.
The Ethical Trans-Tasman Fund includes a diversified selection of global companies that score highly on environmental, social and governance ratings.
90% Australasian Equities 5% Listed Property 5% Other Assests
Number of Holdings
10 - 40 Australasian companies
Australasian Equities, Listed Property, Cash and Cash Equivalent, Other Assests (including private equities and credits)
Investment Horizon 5+ years
50/50 composite of the NZX50 index and the ASX200 Index
Current Hedging Target
Our Product Disclosure Statement (PDS) contains information to help you decide whether to invest in our funds. We review and update it regularly. Our latest PDS dated 12 October 2021 has been lodged with the Registrar and is available to download here or on request from us. Units in the Funds are issued by Pathfinder Asset Management Limited.