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.
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.
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,
Winner of the Mindful Money 2021 award for Best New Ethical Fund 2021.
Ethical investing in Australian and New Zealand owned companies to achieve above-average long-term risk-adjusted returns.
Ethical investing in international companies to achieve above-average long-term risk-adjusted returns.
Ethical investing in international equities to achieve above-average long-term risk-adjusted returns.
Ethical investing in listed property companies to achieve above average long-term risk adjusted returns.
Coming Soon: This fund will invest exclusively in bonds that allocate money to green purposes.
|1 Month||6 Month||1 Year||3 Years (p.a.)||5 Years (p.a.)||10 Years (p.a.)||Since Inception* (p.a.)||Unit Price (1/02/23)|
|Global Water Fund||-2.3%||5.0%||-16.2%||4.1%||6.2%||9.7%||8.2%||$2.7801|
|NASDAQ OMX Global Water Index||-1.5%||6.6%||-19.5%||5.0%||7.8%||9.5%||8.6%|
|Global Property Fund||-4.6%||-8.7%||-24.1%||-8.0%||-2.1%||—||0.4%||$1.0807|
|FTSE Developed Markets REIT Index||-3.2%||-5.8%||-23.4%||-4.3%||0.5%||3.8%||1.9%|
|Global Responsibility Fund||-5.4%||4.0%||-13.4%||6.2%||6.8%||—||7.4%||$1.5372|
|Morningstar Developed Markets Index||-4.9%||2.5%||-14.8%||5.8%||7.0%||10.4%||8.0%|
|Ethical Trans-Tasman Fund||-1.6%||2.4%||-13.4%||7.1%||—||—||8.4%||$1.3682|
|NZX50/ASX200 Gross Index||-2.1%||6.9%||-6.3%||3.1%||6.0%||6.8%||3.5%|
|Ethical Growth Fund||-4.1%||0.3%||-14.1%||—||—||—||2.0%||$1.1063|
|Morningstar Growth Index||-3.3%||0.8%||-9.8%||—||—||—||3.5%|
Performance and market index comparison as at 31/12/22 (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 28 December 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.