Pathfinder Ethical Growth
24956
Pathfinder Ethical Growth 24956 Strategy
An ethical portfolio with a higher exposure to growth assets and a lower
exposure to income assets. Investments are spread across multiple asset types,
geographies, companies and sectors to provide diversification. The investment
strategy includes management of foreign currency exposure to New Zealand
dollars. When we refer to growth assets we mean investments like shares and
when we refer to income assets we mean investments that generate income in
the form of interest payments like bonds and bank deposits
The investment objective & strategy is a summary of the investment's principal strategy as written in the prospectus. This information is pulled from the most recent product disclosure document.
Funds News & Analysis
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KiwiSaver Survey | December Quarter 2024
The final quarter of 2024 presented a mixed bag for the New Zealand economy. While some indicators pointed towards a potential upswing, others suggested continued headwinds.
funds
Future Focus: Why I use managed funds
Investing is about figuring out what works for you. Managed funds solve the right problems for me.
funds
Listed Investment Companies monthly performance: December 2024
The Morningstar LIC monthly report provides a snapshot of ASX-listed LICs, and whether they are trading at a premium or a discount to their net tangible assets (NTA).
Morningstar Investment Ideas
Markets
Index | Last price | Change | % Change |
---|---|---|---|
All Ordinaries | 8,785.10 | 101.70 | 1.17% |
CAC 40 | 7,940.39 | 48.71 | 0.62% |
DAX 40 | 21,719.82 | 133.89 | 0.62% |
Dow JONES (US) | 44,873.28 | 317.24 | 0.71% |
FTSE 100 | 8,725.14 | 101.85 | 1.18% |
HKSE | 20,891.62 | 294.53 | 1.43% |
NASDAQ | 19,692.33 | 38.31 | 0.19% |
Nikkei 225 | 39,066.53 | 235.05 | 0.61% |
NZX 50 Index | 12,844.59 | 60.45 | -0.47% |
S&P 500 | 6,061.48 | 23.60 | 0.39% |
S&P/ASX 200 | 8,520.70 | 103.80 | 1.23% |
SSE Composite Index | 3,270.66 | 41.17 | 1.27% |