Insights
Adviser Update: May 2024

Simon Leach

28 May, 2024

4 min read

Changes to documents, giving model, our water fund & climate change

In this issue we talk about

Changes to our Managed Fund Product Disclosure Statement.

Our new giving model.

Eight things to tell your clients about how our investing can generate better outcomes for the environment

Our flagship Global Water Fund and some of the interesting companies in it.

Changes to Managed Fund Disclosure Statement

We have made some small changes to our Managed Fund Product Disclosure Statement. If you use our Managed Funds (directly or through a platform), please ensure you have the latest version on file and are aware of the changes:

Water fund description and objective wording (PDS page 1),( SIPO page 2)

Green Bond Fee disclosure (PDS page 9)

Ethical investment wording (PDS page 4)

Ethics and Investment Committee member (OMI Page 2)

Our new giving model: what you need to know.

We have made some changes to our charitable giving model so we can more proactively champion people, our planet and animals.

Reach out to Simon if you would like more detail. 

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The C Words: Climate Change

Eight things to tell your clients about how our investing can positively support the environment.

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Our flagship Global Water Fund

The only fund of its kind in Aotearoa, this fund has been around for 10 years. It aims for above average long-term returns by investing in companies connected to water quality, accessibility or sustainability that satisfy Pathfinders ethical investment criteria.

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Simon Leach

Simon heads up the distribution team at Pathfinder, setting strategy and managing third party relationships. This portfolio includes independent financial advisers, investment platforms and referrers, and corporate & community programmes. Simon is a purpose driven collaborator, holds an Executive MBA through Massey University, and lends his expertise to multiple charities on a board/committee level.