pathfinder Responsible Investment fund (Wholesale only)
The World Equity Fund is designed to be a core, global equity exposure with currency management, typically in the range of 50 to 100% hedging.
The underlying holdings in the portfolio are US listed ETF's. These provide significant diversification at very low costs. The "look through" underlying company exposure is typically around 5000+ individual stocks from more than 50 countries.
Our fund invests in both Developed and Emerging markets and we may over or under weight various sectors, market factors or individual countries.
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.
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).