Socially Responsible Investment

pathfinder global water fund

The Global Water Fund is an ethical and socially responsible fund that invests in the equities of companies that generate significant income from water related activities.  The fund will typically be currency hedged in the range of 50% to 100%.

The fund holds shares in around 60 listed companies from 15 different countries.  Each company gains significant revenue from water related activities, most companies are classified in the industrial, utility or tech sectors.  We don't invest in water rights or consumer water products - our companies typically make infrastructure or produce, treat and deliver fresh or waste water.  

Companies in the water industry tend to be socially responsible investments.  To ensure this is the case we have teamed up with global environmental, social and governance (ESG) specialist Sustainalytics to screen company revenue sources and activities.  Any companies not meeting our Socially Responsible criteria are excluded from the fund.  You can read more about the investment case for water here.

For latest pricing please see the monthly report on the home page here.

If you would like a comprehensive explanation of how the fund works please contact Paul or John directly or read the Product Disclosure Statement. Independent research on the fund and the SRI Policy is also available on request.

 

Pathfinder has implemented robust processes to comply with the Anti-Money Laundering and Countering the Financing of Terrorism Act 2009. Steps to verify your identity, address and bank account are set out in the fund's application form (at the back of the Product Disclosure Statement).