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.
| Fund | 1 Month | 6 Month | 1 Year | 3 Years (p.a.) | 5 Years (p.a.) | 10 Years (p.a.) | Since Inception* (p.a.) | Unit Price 24/07/2024 |
|---|---|---|---|---|---|---|---|---|
| KiwiSaver GrowthVS | 2.3% | 10.0% | 13.1% | 5.2% | - | - | 10.4% | $1.62 |
| Benchmark: Morningstar® Target Allocation Index: Growth Multisector for New Zealand | 1.5% | 6.9% | 10.9% | 4.9% | - | - | 8.8% | |
| KiwiSaver BalancedVS | 1.9% | 8.0% | 11.3% | 4.7% | - | - | 7.5% | $1.43 |
| Benchmark: Morningstar® Target Allocation Index: Balanced Multisector for New Zealand | 1.4% | 5.3% | 9.2% | 3.3% | - | - | 6.6% | |
| KiwiSaver ConservativeVS | 0.8% | 3.5% | 6.7% | 2.9% | - | - | 4.0% | $1.22 |
| Benchmark: Morningstar® Target Allocation Index: Conservative Multisector for New Zealand | 0.9% | 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.
| Fund | 1 Month | 6 Month | 1 Year | 3 Years (p.a.) | 5 Years (p.a.) | 10 Years (p.a.) | Since Inception* (p.a.) | Unit Price 24/07/2024 |
|---|---|---|---|---|---|---|---|---|
| Ethical GrowthVS | 2.0% | 10.0% | 13.2% | 4.1% | - | - | 7.2% | $1.30 |
| Benchmark: Morningstar Target Allocation Index: Growth Multisector for New Zealand | 1.5% | 6.9% | 10.9% | 4.5% | - | - | 7.4% | |
| Ethical Trans-TasmanVS | 2.1% | 8.5% | 8.3% | 0.3% | - | - | 8.3% | $1.53 |
| Benchmark: NZX50/ASX200 Gross Index | 0.2% | 2.3% | 5.3% | 2.1% | - | - | 4.5% | |
| Global ResponsibilityVS | 2.0% | 11.0% | 17.5% | 8.2% | 12.4% | - | 10.5% | $1.92 |
| Benchmark: Morningstar Developed Markets Index | 2.1% | 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 Index | 0.6% | -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% | $3.32 |
| Benchmark: NASDAQ OMX Global Water Index | -2.0% | 4.5% | 14.8% | 4.7% | 10.3% | 8.8% | 9.2% | |
| Green BondVS | 1.0% | -0.1% | 4.0% | - | - | - | 2.3% | $1.06 |
| Benchmark: Bloomberg Global Aggregate Index | 0.9% | 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.
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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.
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