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Managed Funds

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.

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Environment and social impact as priority

Not only do we invest ethically, excluding sectors that do harm, but we actively invest in companies doing good. We do that using our ESG metrics below. 

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Environmental

The environment is a core consideration for how we invest. This includes climate change and carbon emissions, air and water pollution, biodiversity, deforestation, energy efficiency, waste management and water scarcity.

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Social

Consideration of people and relationships cut across our investment policy too. This includes customer satisfaction, data protection, privacy, gender and diversity, employee engagement, community relations, human rights, and labour standards. 

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Governance

Every company has a governance structure and protocols. This level of oversight is critical.  Considerations include but are not restricted to board composition, audit committee structure, bribery and corruption, executive compensation, and lobbying,  

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Explore Our Managed Funds

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Ethical Growth Fund 

Winner of the Mindful Money 2021 award for Best New Ethical Fund 2021.

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Ethical Trans-Tasman Fund

Ethical investing in Australian and New Zealand owned companies to achieve above-average long-term risk-adjusted returns.

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Global Responsibility Fund

Ethical investing in international companies to achieve above-average long-term risk-adjusted returns.

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Global Water Fund 

Ethical investing in international equities to achieve above-average long-term risk-adjusted returns.

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Global Property Fund

Ethical investing in listed property companies to achieve above average long-term risk adjusted returns.

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Managed Funds Performance

Performance and Unit Price

1 Month 6 Month 1 Year 3 Years (p.a.) 5 Years (p.a.) 10 Years (p.a.) Since Inception* (p.a.) Unit Price (22/06/22)
Global Water Fund -0.6% -12.0% -6.1% 9.2% 7.8% 10.9% 8.7% $2.3939
NASDAQ OMX Global Water Index -1.5% -14.6% -7.7% 10.5% 9.6% 10.4% 9.1%
Global Property Fund -5.1% -6.6% -2.3% -1.3% 2.4% 2.8% $1.0855
FTSE Developed Markets REIT Index -4.4% -6.6% -1.6% 2.6% 4.5% 6.8% 4.1%
Global Responsibility Fund 0.0% -9.5% -0.8% 12.5% 8.8% $1.3616
Morningstar Developed Markets Index -0.1% -7.5% -0.5% 12.2% 10.3% 11.9% 10.1%
Ethical Trans-Tasman Fund -3.9% -9.9% -4.5% 11.5% $1.2422
NZX50/ASX200 Gross Index -3.6% -3.7% -0.9% 6.3% 7.3% 7.6% 4.3%
Ethical Growth Fund -1.7% -9.1% -2.9% 5.1% $1.0299
Morningstar Growth Index -1.2% -5.2% -0.5% 7.2% 7.3%

Performance and market index comparison as at 31/05/22 (after fees, 0% PIR). Past performance is no guarantee of future return. We encourage all investors to seek financial advice prior to making investment decisions. Details of each market index can be found in our SIPO. *Inception dates for each of our funds are stated in our PDS.

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.

Investor Documents

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Freephone: 0800 ETHICAL (384 4225)

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