World Equity Fund

A highly diversified global portfolio that invests in companies meeting our Responsible Investment guidelines.  We exclude companies from many industries that have a damaging impact on society.

Performance

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Core equity exposure

A diversified broad exposure to global equities via ETFs

Tactical tilts

An active top-down ethical focus on industries, sectors, geographies and portfolio factors

Target Investment:

Global Stocks

number of holdings:

 More than 1000 Companies via ETFs

Asset Class:

Global Equities

Fees:

1.10%

Investment Horizon:

5+ Years

benchmark:

Morningstar GM Index

Current Hedging target:

50%

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GENERAL INFORMATION ONLY

This information is general information only and does not take account of your individual investment objectives or financial situation.
Pathfinder Asset Management encourages all investors to seek independent financial advice prior to making investment decisions.