Global Responsibility Fund
This is our core global fund, invested in around 200 international companies aligning with our ethical investment policy. If you are interested in a diverse portfolio with strong environmental, social and governance standards, aiming for above-average returns, this is a great option.
Our returns
-0.6%
1 month
4.9%
6 months
0.2%
1 year
8.3%
p.a. since inception*
Performance figures as of 28/02/23, 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. *2/10/17 (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 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.
Investor Documents
View & download these investor document packs
Investor Notes
Ethical Approach
The Global Responsibility Fund has been designated a Certified Responsible Investment by RIAA (Responsible Investment Association Australasia).
Diversification
A diversified selection of global companies that score highly on environmental, social and governance ratings.
Target Investment
95% International Equities 5% Listed Property
Number of Holdings
Approximately 200 Companies
Asset Class
International Equities, Listed Property
Fees
0.93%
Buy/Sell spread 0.05%/0.05%
Investment Horizon
7+ years
Benchmark
Morningstar Developed Markets
Current Hedging Target
50%
Risk Level
This fund is suited to investors with a medium-high tolerance to risk and a minimum timeframe of 7+ 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.
