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
2.0%
1 month
11.2%
6 months
46.9%
1 year
25.2%
p.a. since inception*
Performance figures as of 31 March 2021, 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.
Investor Notes
Ethical Approach
The Ethical Trans-Tasman Fund has been designated a Certified Responsible Investment by the RIAA (Responsible Investment Association Australasia).
Diversification
A diversified selection of global companies that score highly on environmental, social and governance ratings.
Target Investment
Trans-Tasman equities
Number of Holdings
10 - 40 Australasian companies
Asset Class
Australasian equities, Listed Property
Fees
1.0
Buy/Sell Spread
0.15%/0.15%
Investment Horizon
5+ years
Benchmark
50/50 composite of the NZX50 index and the ASX200 index
Current Hedging Target
50%
Investment return focus
We rate all companies on environmental, social and governance (ESG) metrics and invest in only the best.
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.
Investor Documents
View & download these investor document packs
