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Global Property Fund

Invested in between 50 to 100 property companies that align with our ethical investment policy. If you are interested in a Fund that aims for above-average returns over a long-term period, this is a great option.

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Returns

2.4%

1 month

2.3%

6 months

10.7%

1 year 

4.0%

p.a. since inception*

Performance figures as of 31/03/22, 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. *22/07/15 (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

vidar nordli mathisen 641pLhGEEyg unsplash Factsheet - Global Property Fund
jaromir kavan vv oEGlN 4E unsplash Product Disclosure Statement
vidar nordli mathisen 641pLhGEEyg unsplash Global Property Fund Update 31/03/2022

Historical Fund Updates

Investor Notes

Ethical Approach

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

Target Investment

Global Real Estate

Number of Holdings

50 to 100 companies

Asset Class

Listed Property, Cash and Cash Equivalent 

Fees

1.0%

Buy/Sell Spread

0.05%/0.05%

Investment Horizon

7+ Years

Benchmark

FTSE EPRA/NAREIT Global Real Estate Index

Current Hedging Target

75%

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Risk Level

The Global Property 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. 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 the fund’s future performance. 

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CONNECT

Freephone: 0800 ETHICAL (384 4225)

Auckland: 09 489 3802

Email: info@path.co.nz

© 2021 Pathfinder Asset Management Ltd
All Rights Reserved