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Fund-vs-fund · International Equities

Antipodes Global Fund – Long (PIE) vs Pathfinder Global Responsibility Fund

Both are International Equities funds available to NZ retail investors. Numbers below are sourced from the FMA Disclose register via Sorted Smart Investor and reflect the latest published quarterly fund updates.

Metric Antipodes Pathfinder Lower / higher is
Annual fund charge 0.93% Lower is better
Risk indicator (1–7) 4 5 Higher = more volatility
5-year return p.a. 12.55% 10.46% Higher is better
(past not future)
Fund size NZ$133m NZ$130m Larger = more stable, lower close-risk
Growth / income split 0% / 100% 98% / 2% More growth = higher long-run return + volatility

What each fund says it does

Antipodes

Antipodes Global Fund – Long (PIE)

The fund invests in the Antipodes Global Fund - UCITS (underlying fund) and cash or cash equivalent securities. The underlying fund's investment exposure is predominantly to a broad range of international shares listed on stock exchanges in developed and emerging markets. Derivatives may be used to establish short positions in securities or market indices and to gain or reduce exposure to currencies where Antipodes sees attractive opportunities and also to offset specific unwanted portfolio risks and provide some protection from unexpectedly large movements in the
Full Antipodes Antipodes Global Fund – Long (PIE) profile →

Pathfinder

Pathfinder Global Responsibility Fund

This Fund currently invests in international equities and listed property through Pathfinder’s wholesale Responsible Investment Fund which (1) targets a portfolio of 200 companies and (2) applies ethical investment screens. Direct shares and ETFs may also be held.
Full Pathfinder Pathfinder Global Responsibility Fund profile →
Important: This comparison is general information only — not personalised financial advice. Past performance is not a reliable indicator of future returns. The right fund for you depends on your personal circumstances. Read each fund's Product Disclosure Statement and consider speaking to a licensed financial adviser.