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HOW TO INVEST

Invest responsibly with us!

Here are the steps

You can invest directly with us by following the steps below:

(Note that we have a minimum initial investment amount of $5,000)

At present you can only apply online for Individual, Joint and Minor Accounts. For Company, Trust, Power of Attorney and Estate Accounts please contact us

  1.

Download
the PDS

For the Pathfinder Ethical Growth Fund

For all other Pathfinder Funds

  2.

Identification
Documents

Make sure you have your ID ready.

You will need a NZ or AU Passport or Driver's License, a scan/copy of your Bank Statement or Bank Deposit Slip, and proof of address

  3.

Complete the online form

 

Individual, Joint and Minor Accounts only

For investments less than $5,000 you can also invest in our Funds using the following platforms:

Sharesies_420x118.png

Invest online with Sharesies

Global Water Fund

Global Responsibility Fund

Global Property Fund

Tiered Fee Structure,

     starting at $0

No Minimum Investment

Invest online with InvestNow

Global Water Fund

Global Responsibility Fund

Global Property Fund 

No admin or transaction             fees

Minimum (one-off) $250 investment

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GENERAL INFORMATION ONLY

This information is general information only and does not take account of your individual investment objectives or financial situation.
Pathfinder Asset Management encourages all investors to seek independent financial advice prior to making investment decisions.