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Global Responsibility Fund

Companies with strong environmental, social and governance (ESG) standards tend to have better customer engagement, higher productivity and make better decisions about the deployment of capital.  We seek out these companies for our fund.

Join Global Responsibility Fund

Why Global Responsibility Fund

Companies with strong environmental, social and governance (ESG) standards tend to have better customer engagement, higher productivity and make better decisions about the deployment of capital.  We seek out these companies for our fund.

Performance

Ethical investing in international equities to achieve above average long-term risk adjusted returns. The Fund invests in international equities and listed property that satisfies Pathfinder’s ethical investment criteria. It achieves this by investing in Pathfinder’s wholesale Responsible Investment Fund. The investment strategy includes management of foreign currency exposure to the NZ Dollar.

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

Our returns

-2.8%

1 month

8.0%

6 months 

25.7%

1 year 

11.7%

p.a. since inception

Performance figures as of 30/09/21, 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. *2/10/17 (date of inception)

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 April 2016 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.

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

International equities 

Number of Holdings

Approximately 200 Companies

Asset Class

International Equities & Listed Property

Fees

0.93%

Buy/Sell spread

0.05%/0.05%

Investment Horizon

5+ years

Benchmark

Morningstar Developed Markets

Current Hedging Target

50%

Join Global Responsibility FundSee all 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

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 30/06/21

Historical Fund Updates

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