About Pathfinder

NZ's leading ethical fund manager, specialising in KiwiSaver and managed funds.

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About Ethical Investing

More than just exclusions. We select companies along environmental, social and governance metrics.

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Charitable Giving

20% of our KiwiSaver fees go to NZ charities. We work with 17 charity partners.

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Our People

Pathfinder is predominantly owned by New Zealand-based shareholders and is part of the global wealth management company Alvarium.

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KiwiSaver

Carbon-zero KiwiSaver funds that will leave you and the planet better off.

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Growth Fund

This Fund may suit you if you're investing for 10+ years.

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Balanced Fund

The Fund may suit if you have a medium or longer timeframe to invest, like 5+ years.

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Conservative Fund

Ethical investing to achieve modest returns with a lower risk focus.

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Working with Pathfinder

Make us a preferred provider or book a talk on ethical investing. We work with value-aligned workplaces including Xero.

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Managed Funds

Managed Funds

Invest ethically outside of KiwiSaver with our actively managed, high performance managed funds.

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Ethical Growth Fund

Just like our Pathfinder KiwiSaver Growth Fund but with access when you want. 

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Ethical Trans-Tasman Fund

The Fund invests in Australian and New Zealand equities, listed property and other assets.

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Global Responsibility Fund

The Fund invests in international equities and listed property that satisfies Pathfinder’s ethical investment criteria.

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Global Water Fund

We invest in companies trying to solve the Global water crisis.

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Global Property Fund

Global property offers significantly greater choice than New Zealand's small property sector. 

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Information & Tools

Blogs, calculators, documents and learning.

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Frequently Asked Questions

Your KiwiSaver and Managed Fund questions answered.

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Pathfinder Blog

Media and market commentary and investor education centre.

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Documents and Forms

Investor documents and fund updates.

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Performance

KiwiSaver and managed fund performance tables.

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Calculators

Calculate your savings, see how ethical our fund is and check your PIR.

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Global Responsibility Fund

Companies with strong environmental, social and governance (ESG) standards tend to have better customer engagement, higher productivity and make better decisions about the deployment of capital.  We seek out these companies for our fund.

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Why Global Responsibility Fund

Companies with strong environmental, social and governance (ESG) standards tend to have better customer engagement, higher productivity and make better decisions about the deployment of capital.  We seek out these companies for our fund.

Performance

Ethical investing in international equities to achieve above average long-term risk adjusted returns. The Fund invests in international equities and listed property that satisfies Pathfinder’s ethical investment criteria. It achieves this by investing in Pathfinder’s wholesale Responsible Investment Fund. The investment strategy includes management of foreign currency exposure to the NZ Dollar.

Past performance is no guarantee of future return. We encourage all investors to seek financial advice prior to making investment decisions.

Our returns

0.9%

1 month

13.3%

6 months 

30.1%

1 year 

11.5%

p.a. since inception

Performance figures as of 31/05/21, and are after fees before tax. Past performance is no guarantee of future returns. We encourage all investors to seek independent financial advice prior to making investment decisions. *2/10/17 (date of inception)

Risk Level

This fund is suited to investors with a medium-high tolerance to risk and a minimum timeframe of 5+ years. 

The risk rating reflects how much the value of the Fund’s assets goes up and down (volatility). A higher risk generally means higher potential returns over time, but more ups and downs along the way. This risk indicator is not a guarantee of a fund’s future performance.  The Fund does not have a five-year history. The risk indicators were prepared using the relevant market index returns from April 2016 to October 2017 (when the Funds was not in existence) and its returns since then. As a result the risk indicators may provide a less reliable indicator of the potential future volatility of the Funds.

Investor Notes

Ethical Approach

The Global Responsibility Fund has been designated a Certified Responsible Investment by RIAA (Responsible Investment Association Australasia). 

Diversification

A diversified selection of global companies that score highly on environmental, social and governance ratings.

Target Investment

International equities 

Number of Holdings

Approximately 200 Companies

Asset Class

International Equities & Listed Property

Fees

0.93%

Buy/Sell spread

0.05%/0.05%

Investment Horizon

5+ years

Benchmark

Morningstar Developed Markets

Current Hedging Target

50%

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Investment return focus

We rate all companies on environmental, social and governance (ESG) metrics and invest in only the best.

Our Product Disclosure Statements (PDS) contain information to help you decide whether to invest in our funds. We review and update it regularly. Our latest PDS dated 28 August 2020 for our new Pathfinder Ethical Growth Fund and replacement PDS dated 22 October 2020 have been lodged with the Registrar and are available to download here or on request from us. Units in the Funds are issued by Pathfinder Asset Management Limited.

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Investor Documents

View & download these investor document packs

luca bravo ESkw2ayO2As unsplash copy Factsheet - Global Responsibility Fund
jaromir kavan vv oEGlN 4E unsplash Product Disclosure Statement
luca bravo ESkw2ayO2As unsplash copy Global Responsibilty Fund Update 31/03/21

Historical Fund Updates

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