luca bravo ESkw2ayO2As unsplash copy

Global Responsibility Fund

This is our core global fund, invested in around 200 international companies aligning with our ethical investment policy. If you are interested in a diverse portfolio with strong environmental, social and governance standards, aiming for above-average returns, this is a great option.

Join Global Responsibility Fund Chat with an advisor

Our returns

1.0%

1 month

-0.2%

6 months 

7.8%

1 year 

10.3%

p.a. since inception

Performance figures as of 31/03/22, 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. *2/10/17 (date of inception)

Explore our fund performance 

The graph below imagines you invested $10,000 at the time each fund started. Hover over the bars to see what your investment would be worth (after fees, before tax) on different dates along the way.

Past performance is no guarantee of future return. We encourage all investors to seek financial advice prior to making investment decisions. 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 24 February 2022 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.

See all fundsComparisons

Investor Documents

View & download these investor document packs

luca bravo ESkw2ayO2As unsplash copy Factsheet - Global Responsibility Fund
jaromir kavan vv oEGlN 4E unsplash Product Disclosure Statement
luca bravo ESkw2ayO2As unsplash copy Global Responsibility Fund Update 31/03/2022

Historical Fund Updates

Investor Notes

Ethical Approach

The Global Responsibility Fund has been designated a Certified Responsible Investment by RIAA (Responsible Investment Association Australasia). 

Diversification

A diversified selection of global companies that score highly on environmental, social and governance ratings.

Target Investment

95% International Equities        5% Listed Property

Number of Holdings

Approximately 200 Companies

Asset Class

International Equities, Listed Property

Fees

0.93%

Buy/Sell spread      0.05%/0.05%

Investment Horizon

7+ years

Benchmark

Morningstar Developed Markets

Current Hedging Target

50%

Join Global Responsibility FundSee all Managed Funds

Risk Level

This fund is suited to investors with a medium-high tolerance to risk and a minimum timeframe of 5+ years. 

The risk 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.  The Fund does not have a five-year history. The risk indicators were prepared using the relevant market index returns from January 2017 to October 2017 (when the Funds was not in existence) and its returns since then. As a result the risk indicators may provide a less reliable indicator of the potential future volatility of the Funds.

Impact rawfilm ihMzQV3lleo unsplash

Ready to generate wealth and well-being?

Join our KiwiSaver FundsInvest in Managed Funds

Resources

Product Disclosure Statements

Privacy Policy

Terms & Conditions

SIGN UP to our market commentary newsletter

CONNECT

Freephone: 0800 ETHICAL (384 4225)

Auckland: 09 489 3802

Email: info@path.co.nz

© 2021 Pathfinder Asset Management Ltd
All Rights Reserved