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Global Property Fund

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

Join Global Property Fund

Why Global Property Fund

We value property companies with strong sustainability and energy efficiency characteristics. Global property gives access to sectors unavailable in NZ including Data Centres, Cell Towers, Forestry and Storage Facilities

Performance

The Fund invests directly in listed property companies that satisfy Pathfinder’s ethical investment criteria. These are expected to be predominantly industrial, office and retail property but can include other activities (such as trading and development) and other types of real estate assets (such as residential property, medical facilities and storage units).

Past performance is no guarantee of future return. We encourage all investors to seek financial advice prior to making investment decisions.

Returns

-1.0%

1 month

4.7%

6 months

19.7%

1 year 

4.1%

p.a. since inception*

Performance figures as of 30/11/21, 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. *22/07/15 (date of inception)

Risk Level

The Global Property 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. 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 the fund’s future performance. 

Investor Notes

Ethical Approach

The Global Property Fund includes a diversified selection of global companies that score highly on environmental, social and governance ratings.

Target Investment

Global Real Estate

Number of Holdings

50 to 100 companies

Asset Class

Listed Property

Fees

1.0%

Buy/Sell Spread

0.05%/0.05%

Investment Horizon

5+ Years

Benchmark

FTSE EPRA/NAREIT Global Real Estate Index*

Current Hedging Target

75%

Join Global Property 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.

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.

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Investor Documents

View & download these investor document packs

vidar nordli mathisen 641pLhGEEyg unsplash Factsheet - Global Property Fund
jaromir kavan vv oEGlN 4E unsplash Product Disclosure Statement
vidar nordli mathisen 641pLhGEEyg unsplash Global Property Fund Update 30/06/21

Historical Fund Updates

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