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Information & Tools

Blogs, FAQs, documents and useful calculators 

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Blog & Knowledge Base

Our news, views and opinion here 

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Interest rate hikes: Is your portfolio really conservative?

By Hamesh Sharma on | 3 min. read

As a period of record low interest rates draws to a close, bond investors may be in for more short term pain said Hamesh Sharma, portfolio manager at Pathfinder.

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community blog

Positive Capital teams up with Alvarium, Pathfinder for community housing

By Pathfinder team on | 2 min. read

Positive Capital has teamed up with investors to provide $200 million for community housing.

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Investing in the future: What to consider in 2022

By John Berry on | 3 min. read

In short, risk is rising as we head into 2022. Make sure you’re ready for the new year as an investor by being forward-thinking and agile.

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Social entrepreneurs: a new force for good

By John Berry on | 3 min. read

Future-thinking businesses are coming up with innovative new models to support causes and embed “doing good” in their company’s DNA.

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planet first blog

When companies don't match their green claims: How to spot greenwashing

By John Berry on | 3 min. read

To identify greenwashing as a consumer or investor look instead for where it isn’t – switch on your “authenticity radar.”

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Future-thinkers needed to lead businesses during climate crisis

By John Berry on | 3 min. read

Pathfinder Asset Management chief executive John Berry says the climate crisis means businesses need to be led by future-thinkers.

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Frequently Asked Questions

Your KiwiSaver and Managed Fund questions answered here 

What is your eligibility requirement for opening a managed fund?

Our Pathfinder managed funds are open to both New Zealand residents and non-residents, trusts and children.

Our digital form will guide you through the requirements. Please read through carefully and supplied the requested documentation. 

I have a KiwiSaver account, how do I set up a managed fund account?

Use the joining form on the website for managed funds. Even though you already have a KiwiSaver account with us, there are different regulations around managed funds and we require slightly different information from you.

It takes a few minutes to complete the form and a few working days for us to run our compliance checks and set up the account.

You will receive an email notification with payment instructions when your account is ready. 

Can I set up an account for a minor?

Yes. As you complete the online joining form, you will be asked for supporting documentation proving your relationship and additional information for guardians.  

How do I make a deposit into my managed fund?

Please pay into the following account using the references below. Be sure to note the correct code in the payment details to us. 

There is a minimum initial deposit of $5,000 but no minimum regular contribution required after that. It is up to you. 

  • Account Name: Pathfinder Account
  • Account Number: 03-0566-0224417-000
  • Particulars: Your Member Number PAMxxx
  • Code: see below for your Fund code
  • Reference: Your Surname

Fund codes

  • Pathfinder Global Water Fund: PGWF

  • Pathfinder Global Responsibility Fund: PGRF

  • Pathfinder Global Property Fund: PGPF

  • Pathfinder Ethical Trans-Tasman Fund: PETTF

  • Pathfinder Ethical Growth Fund: PEGF

Please note that from the time your funds are received, it takes 2-3 working days to price and invest. The entire process therefore can take 4-5 working days depending on bank processing times. ​

Should you need help, please contact our friendly Customer Service team.

How do I apply for first home withdrawal?

If you’ve been a member of KiwiSaver for three years, you may be able to withdraw some of your KiwiSaver savings to put towards purchasing your first home.

Usually, you can withdraw your contributions, your employer’s contributions, any government contributions, and all of the investment returns in your KiwiSaver account (provided you leave a minimum balance of $1,000).

If you have owned a house before, you may still qualify if the Minister of Housing considers that your financial situation, in terms of your income, assets and liabilities, is the same as what would be expected for a person who has never owned a home.

In this case, you need to get a certificate from Housing New Zealand  (now Kāinga Ora) verifying this.

What is the minimum contribution I need to make for your managed funds?

There is a minimum investment amount of $5,000 for the initial investment.  Once your account is set up, you're welcome to make regular or one-off payments at any time. Please use our online banking instructions. 

How can I pay into my Pathfinder KiwiSaver account?

Regular savings / contributions

  • You can invest by making regular payments, and change (or stop) the amount you save, at any time. You can do this via online banking using the information below. 

Lump-sum payment

  • You can make a lump sum payment into your account at any time using internet banking or Direct Debit.

Internet banking

  • Account Name: Pathfinder KiwiSaver Applications
  • Account Number: 01-1839-0934700-00
  • Particulars: your IRD Number
  • Code: your Unique Investor Number: ESGxxxxx
  • Reference: your Surname 

Frequently Asked Questions 

Documents

View and download these document packs 

bangyu wang o1Yao CAxEg unsplash Direct Debit Form
alexis antoine lbIgR6AwLfw unsplash 1 Annual Report Pathfinder KiwiSaver Plan 2021
nicholas doherty pONBhDyOFoM unsplash Pathfinder Ethical Policy
daniel j schwarz L50EwWmAY2w unsplash 1.copy Pathfinder KiwiSaver Plan Product Disclosure Statement
jaromir kavan vv oEGlN 4E unsplash Product Disclosure Statement
alexis antoine lbIgR6AwLfw unsplash 1 Annual Report Pathfinder KiwiSaver Plan 2020

Downloadable Documents

Calculators

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Savings projection tool

See how much you could save by age 65 

Learn more
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Ethical calculator

Find out what you're exposed to in your KiwiSaver

Learn more

Savings projections & ethical comparisons

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