p.a. since inception*
Performance figures as of 31/10/22, 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. *2/10/17 (date of inception)
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.
The Global Responsibility Fund has been designated a Certified Responsible Investment by RIAA (Responsible Investment Association Australasia).
A diversified selection of global companies that score highly on environmental, social and governance ratings.
95% International Equities 5% Listed Property
Number of Holdings
Approximately 200 Companies
International Equities, Listed Property
Buy/Sell spread 0.05%/0.05%
Morningstar Developed Markets
Current Hedging Target
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.