Pathfinder Ethical Trans-Tasman Fund
The Fund invests directly in Australasian equities that satisfy Pathfinder’s ethical investment criteria. The fund is an actively managed, high conviction portfolio of Australian and New Zealand stocks.
Higher numbers mean bigger ups and downs in value.
Set by the fund manager. No InvestNow account fees.
Or $50 per fund with a Regular Investment Plan.
About this fund
The Fund invests directly in Australasian equities that satisfy Pathfinder’s ethical investment criteria. The fund is an actively managed, high conviction portfolio of Australian and New Zealand stocks. Investments are chosen based on a combination of top-down macroeconomic views and bottom-up stock specific selection factors. The Portfolio will hold 10-40 positions at a given time with the ability to go to cash to protect against down-side risk. The fund is benchmark unaware and returns may deviate significantly from the market index.
Before investing, read the Product Disclosure Statement and latest fund update.
Fund facts
Fund performance
Returns are shown after fund fees and before tax, as at 31/10/2026. Periods longer than one year are annualised.
Growth of $10,000
Past performance is not a guarantee of future returns. Returns exclude buy/sell spreads and transaction fees.
What the fund invests in
A snapshot of the fund’s investments, updated from the manager’s latest fund update.
Asset allocation
As at 30/06/2026. Source: Morningstar.
Fees and costs
InvestNow doesn’t charge account or administration fees. The fees below are set by the fund manager and are the same as investing with them directly.
Fund documents
Read the Product Disclosure Statement and other fund information before you invest.
Pathfinder
Pathfinder has five managed funds on the InvestNow platform — including a diversified fund, a listed property fund, international and Australasian equity funds, and an InvestNow KiwiSaver Scheme option.
Learn more about Pathfinder, their investment options available to InvestNow customers plus access their latest news & updates.
Pathfinder has five managed funds on the InvestNow platform — including a diversified fund, a listed property fund, international and Australasian equity funds, and an InvestNow KiwiSaver Scheme option.
Learn more about Pathfinder, their investment options available to InvestNow customers plus access their latest news & updates.
View PathfinderLearn about managed funds
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Ready to invest in Pathfinder Ethical Trans-Tasman Fund?
Read the Product Disclosure Statement, then invest from $250, or from $50 per fund with a Regular Investment Plan.