pathfinder Responsible Investment fund (Wholesale only)
This fund is for wholesale investors only.
We take a fully integrated Environmental, Social and Governance factor approach to building our portfolio, Our first step is to exclude companies with identifiable revenue form restricted industries, namely Gambling, Tobacco, Adult Entertainment, Controversial Weapons and the production and/or use of thermal coal.
Our next step is to exclude companies that are involved in serious controversy. Finally we build our portfolio by selecting the highest ESG score companies in our universe, while meeting our objectives around geographic exposure, sector exposure and equity market factors. We believe that high ESG scores are a good predictor of future performance.
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).