We'll continue to grow the range of investments available on the platform.
We have 2 Pathfinder socially responsible investments:
Pathfinder Global Responsibility Fund
Invest in socially responsible companies around the world. Each company goes through a screening process to make sure they’re socially responsible. This means excluding companies involved in restricted industries such as gambling, tobacco, controversial weapons and thermal coal. And selecting the companies that have the highest Environmental, Social and Governance (ESG) score.
Pathfinder Global Water Fund
Invest in socially responsible companies around the world involved in the water industry. The water companies cover a wide range of activities including water treatment, pipe and pump manufacturing and specialist engineering. Each company goes through a screening process to make sure they’re socially responsible—there are no bottled water companies in the water fund.
And 6 Smartshares ETFS:
Most of these are Index Funds (excluding the NZ Bond Fund) - which mean you don't own shares in one company but units in a fund that's made up in a range of them.
NZ Top 50 - Balanced
Own a piece of the 50 largest companies listed on the New Zealand Stock Exchange (NZX). At 28 April 2017 this included companies like, Spark NZ Ltd, Fisher & Paykel Healthcare Ltd, and Auckland International Airport Ltd.
Australian Top 20 (OZY) - Growth
The top 20 companies listed on the Australian Stock Exchange (ASX). This includes companies like: ANZ bank, Woolworths, and Commonwealth Bank of Australia.
US 500 (USF) - Growth
Invest in the top 500 companies in the United States. This includes companies like Apple, Alphabet, amazon.com, and Facebook. This index is managed by Vanguard (one of the world's largest investment firms).
NZ Bond (NZB) - Conservative
Invest in a fund with a broad range of deposits or bonds, including some which are issued or guaranteed by the New Zealand Government. A bond is a loan typically made by investors to corporations or governments. The NZ Bond Fund is actively managed.
NZ Property (NPF) - Balanced
Get on the property ladder… but in a bit of a different way. The NZ Property Fund invests in property listed on NZX. Examples include Kiwi Properties Group Limited, and Argosy Property.
Australian Resources (ASR) - Growth
Your investment will be spread across the top 200 companies in the resources sector that are listed on the Australian Stock Exchange (ASX). This includes companies in Energy, Metals and Mining sectors.
To see a full list of companies involved in each fund, click on the links below. If you scroll to 'Recent Announcements' you will be able to access regularly updated lists of those companies:
NZ Top 50 - https://www.nzx.com/markets/NZSX/securities/FNZ
Australian Top 20 - https://www.nzx.com/markets/NZSX/securities/OZY
US 500 - https://www.nzx.com/companies/USF
NZ Bond - https://www.nzx.com/markets/NZSX/securities/NZB
NZ Property - https://www.nzx.com/companies/NPF
Australian Resources - https://www.nzx.com/markets/NZSX/securities/ASR