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Invest in the kind of world you want to pass on

Grow wealth and well-being

Kiwisaver Funds

100% invested in generating ethical returns. 0% invested in industries doing more social or environmental harm than good.

Awarded the Best Ethical KiwiSaver Provider by Mindful Money in 2021.

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Managed Funds

Invest in funds with good returns aimed at achieving a better and more sustainable future for all. 

Ethical Growth  Fund awarded the Best New Ethical Fund by Mindful Money in 2021.

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How you invest your money has the power to change the world

Making money and having good morals can feel contradictory – but it doesn’t have to be. Growing your wealth via investments that support things like renewable energy and address urgent needs like the water crisis, means you can generate personal wealth and contribute to global well-being.

Learn how we invest

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Investing ethically since before it was cool

11 years ago, we started our first ethical fund, the Global Water Fund. We were considered outliers and hippies, to some, maybe even fools. Fast forward and suddenly everyone wants to be considered ethical. Far from foolish, our approach to investing in themes that offered sustainable and holistic benefits paid off. The Global Water Fund has delivered more than 10% returns p.a. since inception. We’ve added four more funds to the family plus an award-winning KiwiSaver Plan.

About Pathfinder

KiwiSaver Performance

KiwiSaver 1 Month 6 Month 1 Year Since inception* (p.a.) Unit Price (20/10/21)
Conservative Fund -0.4% 3.1% 6.7% 5.9% 1.1267
Balanced Fund -0.9% 6.2% 16.5% 11.8% 1.2711
Growth Fund -1.3% 8.1% 22.8% 18.6% 1.4382

Fund performance as at 30/09/21 (after fees, 0% PIR). Past performance is no guarantee of future return. We encourage all investors to seek financial advice prior to making investment decisions. *31/7/19 (date of inception)

Managed Funds Performance

Managed Funds 1 Month 6 Month 1 Year 3 Years (p.a.) 5 Years (p.a.) 10 Years (p.a.) Since Inception (p.a.) Unit Price (20/10/21)
Global Water Fund -5.2% 11.5% 30.0% 15.6% 12.6% 12.3% 10.7% 2.9087
Global Property Fund -3.3% 8.2% 23.7% 2.6% 3.3% 3.9% 1.2663
Global Responsibility Fund -2.8% 8.0% 25.7% 13.2% 11.7% 1.5643
Ethical Trans-Tasman Fund 1.1% 7.8% 19.9% 21.0% 1.4909
Ethical Growth Fund -1.0% 5.5% 14.8% 16.0% 1.1712

Fund performance as at 30/09/21 (after fees, 0% PIR). Past performance is no guarantee of future return. We encourage all investors to seek financial advice prior to making investment decisions.

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Making an impact

We aim to invest in companies that generate the biggest impact, both in terms of returns for investors and positive impact for our world.  
 
Like the Women’s Livelihood Bond 3, which has helped 180,000 under-served women in the Asia Pacific region to respond, to recover from, and to build resilience in the aftermath of the COVID-19 pandemic.  Or the investment we made in Wool+Aid, a Kiwi start-up that’s set to disrupt the global personal care sector with their 100% biodegradable bandages made from ethically sourced Merino Wool. 

We run our KiwiSaver plan as a social enterprise by giving 20% of our management fees annually to our Kiwi charity partners. The aim? To help develop long-term, sustainable, passive income for these worthy organisations, which benefits our communities and environment.  

Charitable Giving

Awards

Mindful Money Awards Best KiwiSaver2021 1 BFTW 2021 logo small Mindful Money Awards Best New Ethical 1 sustainable business award 2020 fund manager award 2020
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