Pathfinder

International shares, Shares

Pathfinder Global Responsibility Fund

Every diversified portfolio should have global equity exposure. This Fund is a core global equity portfolio targeting 250 large and mid-cap stocks from around the developed world.

Risk indicator

5 out of 7

Higher numbers mean bigger ups and downs in value.

Estimated fund charge

0.93% p.a.

Set by the fund manager. No InvestNow account fees.

Minimum investment

$250

Or $50 per fund with a Regular Investment Plan.

Unit price

$2.5835

As at 30/10/2026. Buy/sell spread 0% / 0%.

Download unit price history (CSV)

About this fund

Every diversified portfolio should have global equity exposure. This Fund is a core global equity portfolio targeting 250 large and mid-cap stocks from around the developed world. Environmental, Social and Governance (ESG) factors are fully integrated into the investment process. A number of responsible investment (RI) screens are also applied to the stock selection process.

Invest in this fund

Before investing, read the Product Disclosure Statement and latest fund update.

Fund facts

Investment manager

Pathfinder

Fund type

Managed fund (PIE)

Asset class

International shares, Shares

Management style

Active

Inception date

02/10/2017

Fund size

$174.52M as at 30/10/2026

Distributions

–

Regular Investment Plan

Not available

InvestNow KiwiSaver

Not available

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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

Pathfinder Global Responsibility Fund

1 month

3 months

1 year

3 years

5 years

10 years

Since inception

Pathfinder Global Responsibility Fund

-2.34%

0.70%

11.61%

18.91%

10.40%

–

11.39%

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

International shares

97.2%

Cash

2.8%

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.

Fee

Amount

What it means

Estimated annual fund charge

0.93% p.a.

Includes management and administration fees, deducted from the fund.

Performance fee

None

This fund doesn’t charge a performance fee.

Buy/sell spread

0% / 0%

A cost applied when you buy or sell units.

InvestNow account fees

None

No account or administration fees.

Fund documents

Read the Product Disclosure Statement and other fund information before you invest.

Product Disclosure Statement

PDF

Download

About the manager

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.

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