About Pathfinder

NZ's leading ethical fund manager, specialising in KiwiSaver and managed funds.

Learn more

About Ethical Investing

More than just exclusions. We select companies along environmental, social and governance metrics.

Learn more

Charitable Giving

20% of our KiwiSaver fees go to NZ charities. We work with 17 charity partners.

Learn more

Our People

Pathfinder is predominantly owned by New Zealand-based shareholders and is part of the global wealth management company Alvarium.

Learn more

KiwiSaver

Carbon-zero KiwiSaver funds that will leave you and the planet better off.

Learn more

Growth Fund

This Fund may suit you if you're investing for 10+ years.

Learn more

Balanced Fund

The Fund may suit if you have a medium or longer timeframe to invest, like 5+ years.

Learn more

Conservative Fund

Ethical investing to achieve modest returns with a lower risk focus.

Learn more

Working with Pathfinder

Make us a preferred provider or book a talk on ethical investing. We work with value-aligned workplaces including Xero.

Learn more

Managed Funds

Managed Funds

Invest ethically outside of KiwiSaver with our actively managed, high performance managed funds.

Learn more

Ethical Growth Fund

Just like our Pathfinder KiwiSaver Growth Fund but with access when you want. 

Learn more

Ethical Trans-Tasman Fund

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

Learn more

Global Responsibility Fund

The Fund invests in international equities and listed property that satisfies Pathfinder’s ethical investment criteria.

Learn more

Global Water Fund

We invest in companies trying to solve the Global water crisis.

Learn more

Global Property Fund

Global property offers significantly greater choice than New Zealand's small property sector. 

Learn more

Information & Tools

Blogs, calculators, documents and learning.

Learn more

Frequently Asked Questions

Your KiwiSaver and Managed Fund questions answered.

Learn more

Pathfinder Blog

Media and market commentary and investor education centre.

Learn more

Documents and Forms

Investor documents and fund updates.

Learn more

Performance

KiwiSaver and managed fund performance tables.

Learn more

Calculators

Calculate your savings, see how ethical our fund is and check your PIR.

Learn more

Contact Us Join
KiwiSaver Managed Funds
Login About KiwiSaver Managed Funds Information & Tools Contact Us Join Login
martine jacobsen xpsgubqxs E unsplash

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

-1.9%

1 month 

2.4%

6 months

25.2%

1 year

22.5%

p.a. since inception*

Performance figures as of 31/05/21, 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.

See all fundsComparisons

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 Ethical Trans-Tasman Fund Update 31/03/21

Historical Fund Updates

marita kavelashvili ugnrXk1129g unsplash 1

Join us today, invest for tomorrow

2-minute sign-up with your NZ photo ID & proof of address.

Join our KiwiSaver FundsInvest in Managed Funds

About
KiwiSaver
Managed Funds
Information & Tools

© 2021 Pathfinder Asset Management Ltd
All Rights Reserved

Privacy Policy
Terms & Conditions