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Ethical Trans-Tasman Fund

Invested in a selection of companies hand-picked from across Australia and New Zealand that align with our ethical investment policy, this Fund is actively managed by our talented team who ensure the investments meet our strong environmental, social and governance standards. Great if you are looking for a Fund that aims for above average returns over a long-term period.

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Returns

-3.9%

1 month 

-9.9%

6 months

-4.5%

1 year

11.5%

p.a. since inception*

Performance figures as of 31/05/22, 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. *30/09/19 (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

martine jacobsen xpsgubqxs E unsplash Factsheet - Ethical Trans-Tasman Fund
jaromir kavan vv oEGlN 4E unsplash Product Disclosure Statement
martine jacobsen xpsgubqxs E unsplash Ethical Trans-Tasman Fund Update 31/03/2022

Historical Fund Updates

Investor Notes

Ethical Approach

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

Target Investment

90% Australasian Equities        5% Listed Property                        5% Other Assets

Number of Holdings

10 - 40 Australasian companies

Asset Class

Australasian Equities, Listed Property, Cash and Cash Equivalent, Other Assets (including private equities and credits)

Fees

1.0

Buy/Sell Spread

0.15%/0.15%

Investment Horizon
7+ years

Benchmark

50/50 composite of the NZX50 index and the ASX200 Index

Current Hedging Target

50%

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Risk Level

The Ethical Trans-Tasman Fund is suited to an investor with a medium-high tolerance to risk and a minimum investment timeframe of 5+ 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 October 2019 (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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All Rights Reserved