Ethical Trans-Tasman Fund

The Fund invests in Australian and New Zealand equities, listed property and other assets.

Why Ethical Trans-Tasman Fund

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

Performance

The Fund invests directly in Australasian equities, listed property companies and other assets that satisfy Pathfinder’s ethical investment criteria. This is a high-conviction fund of top investment ideas and targets a portfolio of 10 to 40 holdings.

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.

Returns

5.3%

1 month

8.9%

6 months

18.2%

1 year

23.3%

p.a. since inception*

Performance figures as of 31/08/21, 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)

Risk Level

The Ethical Trans-Tasman Fund is suited to an investor with a medium-high tolerance to risk and a minimum investment timeframe of 5+ years.

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 April 2016 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.