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Global Water Fund

We rate all companies on environmental, social and governance (ESG) metrics. We believe companies that better manage these ESG risks make better long-term investments.

Join Global Water Fund

Why Global Water Fund?

Clean, fresh water is essential for life. Yet less than 0.01% of the World's water is sustainable and accessible. We invest in companies trying to solve the Global water crisis.

Performance

Ethical investing in international equities to achieve above-average long-term risk-adjusted returns. The Fund invests directly in companies involved in the water industry that satisfy Pathfinder’s ethical investment criteria. Specifically, listed water companies covering activities such as water utilities, filtration, monitoring tech and the manufacture of pumps, pipes and irrigation equipment.

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

Returns

0.7%

1 month

6.7%

6 months

25.5%

1 year 

10.3%

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. *30/6/10 (date of inception)

Risk Level

This 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 Water 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

Global Water Stocks

Number of Holdings

50 to 100 Companies

Asset Class

International Equities 

Fees

1.30%

Buy/Sell Spread

0.05%/0.05%

Investment Horizon

5+ years

Benchmark

NASDAQ OMX Global
Water Index

Current Hedging Target

50%

Join Global Water FundSee our Managed Funds

Investment return focus

For more information about our ethical investment philosophy, check out or Ethical Investment Policy in the document section.

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

j k 4AQjVB2UrdU unsplash Factsheet - Global Water Fund
jaromir kavan vv oEGlN 4E unsplash Product Disclosure Statement
j k 4AQjVB2UrdU unsplash v4 Global Water Fund Update 30/09/2021

Historical Fund Updates

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