Managed Global Responsibility Fund

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A diverse selection of global companies

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.

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Return focus:

Medium to High

Average annual return:

9.3% p.a. since inception October 2017

Minimum suggested time frame:

8+ years

Risk focus:

Higher

Estimated fund fees:

0.93%

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Our portfolio

Our investment process aims to avoid harm, benefit stakeholders and contribute to solutions. We're active managers who think carefully about how to drive strong returns, while maximising the ethical impact of our investing. Below are some examples of companies we invest in - click the button to view specific holdings for each Fund.

View our Holdings

What we don’t invest in:

We avoid investments that disrespect people, our planet and animals (some examples below). Both thresholds and exceptions may apply - please see our Ethical Investment Policy for more detail.

Fossil Fuel
Animal Testing
Gambling
Palm Oil & GMOs
Weapons
Tobacco
Factory Farming
Adult Entertainment
Alcohol

Returns

-0.9%

1 month

15.0%

1 year

10.7%

3 years

9.3%

p.a. since inception*

Past performance is no guarantee of future returns. We encourage all investors to seek independent financial advice prior to making investment decisions.
To compare fund returns against the fund benchmark visit our Performance and Returns page. *Inception date: 24/8/17

Performance figures as of 31/08/2023, and are after fees before tax

Risk Level

This fund is suited to investors with a medium-high tolerance to risk and a minimum timeframe of 8+ years.

Lower Risk

Potentially Lower Returns

Higher Risk

Potentially Higher Returns

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.

View Holdings

Target Investment

95% International Equities
5% Listed Property

Number of Holdings

Approximately 200 Companies

Asset Class

International Equities, Listed Property

Fees

0.93%

Investment Horizon

8+ years

Benchmark

Morningstar Developed Markets Net Return Index (net of dividends and tax, 50% hedged to NZD)

Current Hedging Target

50%

Investor Documents

Global Responsibility Fund Update 30 June 2023 - PDF Pathfinder Managed Funds Statement of Investment Policy & Objectives - PDF Pathfinder Managed Funds Other Material Information - PDF Pathfinder Managed Funds Product Disclosure Statement - PDF Global Responsibility Fund - Fact sheet August - PDF

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Managed Fund FAQs

Is there a minimum investment time frame?

You can redeem your investment at any time. However, at Pathfinder, our investment objectives and strategies reflect our long-term approach to investing. The minimum suggested investment time frame va ...

What is your eligibility requirement for opening a managed fund?

Our Pathfinder managed funds are open to both New Zealand residents and non-residents, trusts and children.Our digital form will guide you through the requirements. Please read through carefully and s ...

How do I make a deposit into my managed fund?

Just use the details here. Remember, there is an initial minimum investment for Pathfinder KiwiSaver members of $2,500. If you are not a Pathfinder KiwiSaver member, the minimum investment is $5,000.T ...

What are your Managed Fund fees?

Estimated annual fund fees (exclusive of GST, if any) are set out below. Our management fee and external costs are calculated as a percentage of the net asset value of each Fund:Global Responsibility ...

Can I invest in multiple Managed Funds?

Yes, you can divide your investment over multiple funds and create your own individual investment portfolio. Instructions on how to invest in our funds will be emailed to you once your account is set ...

I have a KiwiSaver account, how do I set up a managed fund account?

Use the joining form on the website for managed funds. Even though you already have a KiwiSaver account with us, there are different regulations around managed funds and we require slightly different ...

I don’t like a stock you hold, can I choose not to invest in this?

When you join our KiwiSaver or Managed Funds, you are buying units in an already established fund (a group of selected assets, including stocks, bonds and cash). We choose these companies based on our ...

What if I don't have the minimum investment amount, but I still want to invest with Pathfinder?

Pathfinder Managed Funds have a minimum initial investment of $5,000, or $2,500 for Pathfinder KiwiSaver members.If you'd like to invest less than this, you can invest in Pathfinder funds through ...