j k 4AQjVB2UrdU unsplash v4

Global Water Fund

Our award-winning and longest-running Fund aims at above-average long term returns whilst helping solve the global water crisis. Investing in companies that produce things like water filtration systems, pumps and pipelines so that we can all have sustainable access to clean water.

Join Global Water Fund Chat with an advisor

Returns

5.3%

1 month

-0.4%

6 months

-11.2%

1 year 

8.4%

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. *30/06/10 (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.

See all fundsComparisions

Investor Documents

View & download these investor document packs

j k 4AQjVB2UrdU unsplash Factsheet - Global Water Fund
jaromir kavan vv oEGlN 4E unsplash Product Disclosure Statement
j k 4AQjVB2UrdU unsplash v4 Global Water Fund Update 30/09/2022

Historical Fund Updates

Investor Notes

Ethical Approach

The Global Water 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

Global Water Stocks

Number of Holdings

50 to 100 Companies

Asset Class

International Equities, Cash and Cash Equivalent

Fees

1.30%

Buy/Sell Spread

0.05%/0.05%

Investment Horizon

7+ years

Benchmark

NASDAQ OMX Global
Water Index

Current Hedging Target

50%

Join Global Water FundSee our Managed Funds

Risk Level

This Fund is suited to an investor with a medium-high tolerance to risk and a minimum investment 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.  

Impact rawfilm ihMzQV3lleo unsplash

Ready to generate wealth and well-being?

Join our KiwiSaver FundsInvest in Managed Funds

Resources

Product Disclosure Statements

Privacy Policy

Terms & Conditions

SIGN UP to our market commentary newsletter

CONNECT

Freephone: 0800 ETHICAL (384 4225)

Auckland: 09 489 3802

Email: info@path.co.nz

© 2021 Pathfinder Asset Management Ltd
All Rights Reserved