About KiwiSaver Managed Funds Information & Tools Contact Us Join
KiwiSaver Managed Funds
Login About KiwiSaver Managed Funds Information & Tools Contact Us Join Login
vidar nordli mathisen 641pLhGEEyg unsplash

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

5.5%

1 month

14.4%

6 months

15.1%

1 year 

2.9%

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. *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 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

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.

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

vidar nordli mathisen 641pLhGEEyg unsplash GPF Fact Sheet 2103
jaromir kavan vv oEGlN 4E unsplash PDS Investment funds oct 2220
vidar nordli mathisen 641pLhGEEyg unsplash GPF 31 Dec 2020

Historical Fund Updates

marita kavelashvili ugnrXk1129g unsplash 1

Join us today, invest for tomorrow

Trusted by thousands of Kiwis, taking steps in carbon footprint reduction in lifestyle and investments.

Join our KiwiSaver FundsInvest in Managed Funds

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

About
KiwiSaver
Managed Funds
Information & Tools

© 2021 Pathfinder Asset Management Ltd
All Rights Reserved

Privacy Policy
Terms & Conditions