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Ethical Growth Fund

This award-winning Fund is similar to our KiwiSaver Growth Fund. It is filled with different asset and company types, geographies, and sectors that align with our ethical investment policy. Highly diversified, this is a great option if you are looking for a Fund that aims for above average returns over a long-term period. 

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Returns 

-2.2%

1 Month 

-2.8%

6 Month

-7.7%

1 year

4.4%

p.a. since inception*

Performance figures as of 31/08/22, 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. *16/09/20 (date of inception)

Explore our fund performance 

The graph below imagines you invested $10,000 at the time each fund started. Hover over the bars to see what your investment would be worth (after fees, before tax) on different dates along the way.

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

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Investor Documents

View & download these investor document packs

jay mantri TFyi0QOx08c unsplash Factsheet - Ethical Growth Fund
jaromir kavan vv oEGlN 4E unsplash Product Disclosure Statement
andrew coelho aL7SA1ASVdQ unsplash v3 Ethical Growth Fund Update 30/06/2022

Historical fund updates

Investor Notes 

Ethical Approach

The Ethical Growth Fund  includes a diversified selection of global companies that score highly on environmental, social and governance ratings.

Target Investment

8.7% Cash & Cash Equivalents
7.2% New Zealand Fixed Income
9.2% International Fixed Income
22.5% Australasian Equities
41.4% International Equities
6.0% Listed Property
5.0% Other Assets

Number of Holdings

Up to 200 Companies

Asset Class

Australasian and International Equities, NZ and International Fixed Interest, Listed Property, Private Equities and Credits 

Fees

1.26%

Buy/Sell spread

0.05%-0.05%

Investment Horizon

6+ Years

Benchmark

Morningstar® Target Allocation Index™: Growth Multisector for New Zealand

Current Hedging Target

100% of non-NZD Fixed Income exposure, 0% of other non-NZD exposure

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Risk Level

This Fund is suited to an investor with a medium-high tolerance to risk and a minimum timeframe of 10+ 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 (volatility). 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 a fund’s future performance. As the fund does not have a five year history, the risk indicator was prepared using the relevant market index returns from January 2017 to August 2020 (when the fund was not in existence) and the fund's returns since then. As a result, the risk indicator may provide a less reliable indicator of the potential future volatility of the fund. 

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CONNECT

Freephone: 0800 ETHICAL (384 4225)

Auckland: 09 489 3802

Email: info@path.co.nz

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