For advisers:
Everything you need, all in one place.

Thank you for choosing Pathfinder to help build your client’s wealth, ethically. Whether it’s for our stellar returns, ethical investment overlay, or a bit of both – we’re happy to have you represent us. This page has material to help you and your teams understand and promote the Pathfinder products.

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KiwiSaver Fund Comparison

Performance, unit price & market index comparison

Fund1 Month6 Month1 Year3 Years
(p.a.)
5 Years
(p.a.)
10 Years
(p.a.)
Since Inception*
(p.a.)
Unit Price
19/04/2024
KiwiSaver GrowthVS2.7%15.1%15.3%6.2%--10.5%$1.51
Morningstar® Target Allocation Index: Growth Multisector for New Zealand3.5%13.4%15.4%7.1%--9.3%
KiwiSaver BalancedVS2.3%12.2%12.7%5.3%--7.5%$1.35
Morningstar® Target Allocation Index: Balanced Multisector for New Zealand2.8%11.3%12.2%4.9%--7.0%
KiwiSaver ConservativeVS1.3%6.6%7.2%3.0%--4.0%$1.18
Morningstar® Target Allocation Index: Conservative Multisector for New Zealand1.2%6.4%5.3%1.0%--2.4%

Performance and market index comparison as at 31/03/2024 (after fees, 0% PIR)

Pathfinder Managed Funds

Performance and Unit Price

Fund1 Month6 Month1 Year3 Years
(p.a.)
5 Years
(p.a.)
10 Years
(p.a.)
Since Inception*
(p.a.)
Unit Price
19/04/2024
Ethical GrowthVS2.8%15.2%14.9%4.8%--7.1%$1.21
Morningstar Target Allocation Index: Growth Multisector for New Zealand3.5%13.4%15.4%6.1%--8.0%
Ethical Trans-TasmanVS2.8%9.9%8.2%0.7%--8.3%$1.38
NZX50/ASX200 Gross Index3.7%11.1%8.5%4.2%--5.2%
Global ResponsibilityVS3.4%21.0%24.1%10.6%13.2%-10.8%$1.80
Morningstar Developed Markets Index4.2%21.4%27.4%10.8%13.1%-11.8%
Global PropertyVS4.6%15.2%16.0%0.4%-1.1%-2.0%$1.07
FTSE Developed Markets REIT Index3.9%14.0%8.7%0.3%0.6%-2.7%
Global WaterVS4.0%20.7%20.0%8.8%10.9%9.3%9.4%$3.20
NASDAQ OMX Global Water Index6.2%29.1%28.1%10.7%13.1%9.7%10.0%
Green BondVS0.8%5.0%3.2%---2.7%$1.03
Bloomberg Global Aggregate Index0.9%5.7%3.8%---5.5%

Performance and market index comparison as at 31/03/2024 (after fees, 0% PIR)

These Kiwi businesses chose Pathfinder as their Preferred Provider

We’re active managers, not passive.

This means we choose the assets in our portfolios, investing with the best ethical and economic performance in mind. We’ve been awarded for quality returns by Research IP, and for ethical investing by Mindful Money & our KiwiSaver funds are certified by the Responsible Investment Association Australasia.

Review our performance here

FAQs

Pick Pathfinder and you’ll be investing in...

We focus on investing positively. This includes selecting well-managed, quality companies that meet our ethical standards and, where we can, private companies that have real-world impact.

  • Women's Livelihood Bond 5 logo
  • Lodestone Energy logo
  • Sharesies Logo
  • Organo logo
  • WoolAid logo
Learn more about our investments

Need something? Get in touch.

Simon Leach

Simon Leach

Senior Relationships Manager

T. 022 378 24544
simon@pathfinder.kiwi

Bryony Greenhalgh

Bryony Greenhalgh

Relationships Manager

T. 022 031 5390
bryony@pathfinder.kiwi