Pathfinder

Pathfinder Growth Fund

GrowthGrowth

5yr Return

7.3%

3yr Return

12.2%

1yr Return

7.8%

3m Return

1.60%

Total Fee

1.29%

Fund Size

$386.8M

Asset Allocation

equities
66.69%
bonds
16.2%
cash
11.08%
property
9.03%

Top Holdings

The fund's largest investments

Cash at Bank

4.97%

WSTP Term Deposit 10/12/2020 08/06/2021

4.19%

CORT 21/03/2026

3.88%

Microsoft Corporation

2.10%

Telstra Corp Ltd

1.71%

Spark New Zealand Ltd

1.64%

Oceania Healthcare Limited

1.63%

MCYNZ 29/09/2026

1.56%

American Tower Corp

1.51%

BR Land Co (Bremner) 28 Feb 22

1.50%

Historical Returns

3 Month

1.60%

1 Year

7.8%

3 Year

12.2%

annualised

5 Year

7.3%

annualised

10 Year

—%

Since Inception

—%

annualised

Fees

Management Fee1.29%
Total Annual Fee1.29%

Category Rankings

Ranked within Growth funds

3 Month#23
1 Year#26
3 Year#16
5 Year#11

Risk Level

5/ 7

Medium-High

Fund Managers

John Berry

Paul Brownsey

James Caughey

Nish Vyas

Kent Fraser

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