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, Comparison Against Benchmark and Unit Price

To help you evaluate the performance of our funds, we compare them against a 'benchmark' that is independent and repetitive of the assets and markets that our funds invest in.

Fund1 Month6 Month1 Year3 Years
(p.a.)
5 Years
(p.a.)
10 Years
(p.a.)
Since Inception*
(p.a.)
Unit Price
15/07/2024
KiwiSaver GrowthVS2.3%10.0%13.1%5.2%--10.4%$1.65
Benchmark: Morningstar® Target Allocation Index: Growth Multisector for New Zealand1.5%6.9%10.9%4.9%--8.8%
KiwiSaver BalancedVS1.9%8.0%11.3%4.7%--7.5%$1.44
Benchmark: Morningstar® Target Allocation Index: Balanced Multisector for New Zealand1.4%5.3%9.2%3.3%--6.6%
KiwiSaver ConservativeVS0.8%3.5%6.7%2.9%--4.0%$1.22
Benchmark: Morningstar® Target Allocation Index: Conservative Multisector for New Zealand0.9%1.6%5.3%0.4%--2.4%

Performance and market index comparison as at 30/06/2024 (after fees, 0% PIR)

Pathfinder Managed Funds

Performance, Comparison Against Benchmark and Unit Price

To help you evaluate the performance of our funds, we compare them against a 'benchmark' that is independent and repetitive of the assets and markets that our funds invest in.

Fund1 Month6 Month1 Year3 Years
(p.a.)
5 Years
(p.a.)
10 Years
(p.a.)
Since Inception*
(p.a.)
Unit Price
15/07/2024
Ethical GrowthVS2.0%10.0%13.2%4.1%--7.2%$1.32
Benchmark: Morningstar Target Allocation Index: Growth Multisector for New Zealand1.5%6.9%10.9%4.5%--7.4%
Ethical Trans-TasmanVS2.1%8.5%8.3%0.3%--8.3%$1.48
Benchmark: NZX50/ASX200 Gross Index0.2%2.3%5.3%2.1%--4.5%
Global ResponsibilityVS2.0%11.0%17.5%8.2%12.4%-10.5%$1.97
Benchmark: Morningstar Developed Markets Index2.1%13.0%19.7%8.6%12.4%-11.5%
Global PropertyVS-0.6%-1.9%8.1%-3.5%-2.1%-1.5%$1.15
Benchmark: FTSE Developed Markets REIT Index0.6%-2.8%4.8%-3.6%-0.1%-2.3%
Global WaterVS-2.2%6.6%11.3%4.3%8.8%8.9%9.0%$3.30
Benchmark: NASDAQ OMX Global Water Index-2.0%4.5%14.8%4.7%10.3%8.8%9.2%
Green BondVS1.0%-0.1%4.0%---2.3%$1.05
Benchmark: Bloomberg Global Aggregate Index0.9%0.1%3.8%---4.6%

Performance and market index comparison as at 30/06/2024 (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.

  • SBN Transforming Aotearoa NZ Award 2023
  • Best Ethical Investor NZ
  • Best Ethical KiwiSaver Fund
  • People's Choice: Best KiwiSaver Provider
  • SBN Sustainability Superstar John Berry
  • SBN Communicating for Impact Award 2023
  • Best New Ethical Fund Green Bond Fund
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