Pathfinder Global Property Fund
The Global Property Fund is designed to provide NZ investors with a liquid, diversified and socially responsible global property exposure. We believe global diversification is important as New Zealand investor portfolios are often heavily overweight a small number of NZ property stocks (yet the NZ market makes up less than 0.1% of global stock markets). The fund includes currency management.
Property stocks often behave differently to the wider stock market and are regarded as having an element of inflation protection. The fund will directly hold between 50 and 100 listed property stocks, including an allocation to New Zealand. Investing in global property delivers much greater diversification across countries, sectors, company sizes, sources of revenue and management styles.
In terms of socially responsible investing, the fund (a) excludes certain revenue sources, (b) excludes companies with high controversy ratings and (c) seeks to maximise the overall fund ESG (environmental, social and governance) score. Screening research is ESG specialist Sustainalytics.
Based on our valuation metrics we can over or under weight property sectors and individual countries within the fund.
For Fund Performance and Holdings please see here: Global Property Fund Performance
Please read the Product Disclosure Statement (which includes an Investment Application Form) below.
To invest a) complete and send us an Application Form, or speak directly to your financial adviser.
b) for <$5,000, please visit our friends at InvestNow