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Ethical Trans-Tasman Fund

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

Join Ethical Trans-Tasman Fund

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

3.5%

1 month 

3.1%

6 months

24.7%

1 year

23.6%

p.a. since inception*

Performance figures as of 30/06/21, 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. 

Investor Notes

Ethical Approach

The Ethical Trans-Tasman Fund includes 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%

Join Ethical Trans-Tasman Fund See our Managed Funds

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.

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Investor Documents

View & download these investor document packs

martine jacobsen xpsgubqxs E unsplash Factsheet - Ethical Trans-Tasman
jaromir kavan vv oEGlN 4E unsplash Product Disclosure Statement
martine jacobsen xpsgubqxs E unsplash v2 Ethical Trans-Tasman Fund Update 30/06/21

Historical Fund Updates

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