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.
Login to your Adviser Portal
Documents & Forms
All Pathfinder’s latest documents and forms can be found on our website.
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 28/07/2025 |
|---|---|---|---|---|---|---|---|---|
| KiwiSaver ConservativeVS | 0.77% | 2.01% | 5.55% | 5.43% | 4.29% | - | 4.25% | $1.27 |
| Benchmark: Morningstar® Target Allocation Index: Conservative Multisector for New Zealand | 0.83% | 2.0% | 6.29% | 4.4% | 2.76% | - | 3.03% | |
| KiwiSaver BalancedVS | 1.9% | 1.44% | 6.57% | 8.77% | 8.05% | - | 7.32% | $1.52 |
| Benchmark: Morningstar® Target Allocation Index: Balanced Multisector for New Zealand | 1.51% | 1.66% | 9.75% | 8.63% | 7.71% | - | 7.14% | |
| KiwiSaver GrowthVS | 2.46% | 1.12% | 6.41% | 10.13% | 9.89% | - | 9.69% | $1.73 |
| Benchmark: Morningstar® Target Allocation Index: Growth Multisector for New Zealand | 1.82% | 1.42% | 11.28% | 10.69% | 10.26% | - | 9.21% | |
| KiwiSaver High GrowthVS | 2.77% | - | - | - | - | - | 10.67% | $1.12 |
| Benchmark: Morningstar® Target Allocation Index: Aggressive Multisector for New Zealand | 2.2% | 3.96% | 9.33% | 12.78% | 10.96% | - | 9.49% |
Past performance is no guarantee of future return. We encourage all investors to seek financial advice prior to making investment decisions. Learn more about the Research IP awards here. *Inception date for our Conservative, Balanced, and Growth Funds: July 2019. The inception date for the High Growth Fund is April 2025. Our High Growth Fund does not have a full year's performance; therefore, since inception performance is not annualised.
The Morningstar® Target Allocation Index: Growth Multisector for New Zealand (non-New Zealand Fixed Interest 100% hedged to NZD. The index is gross of dividends and tax except for International Equities and International Listed Properties, which are gross of dividends after deducting the tax withheld) is used to calculate market index returns for performance period after 1 December 2021. Earlier market index returns are calculated using the composite indices described here.
The Morningstar® Target Allocation Index: Balanced Multisector for New Zealand (non-New Zealand Fixed Interest 100% hedged to NZD. The index is gross of dividends and tax except for International Equities and International Listed Properties, which are gross of dividends after deducting the tax withheld) is used to calculate market index returns for performance period after 1 December 2021. Earlier market index returns are calculated using the composite indices described here.
The Morningstar® Target Allocation Index: Conservative Multisector for New Zealand (non-New Zealand Fixed Interest 100% hedged to NZD. The index is gross of dividends and tax except for International Equities and International Listed Properties, which are gross of dividends after deducting the tax withheld) is used to calculate market index returns for performance period after 1 December 2021. Earlier market index returns are calculated using the composite indices described here.
The Morningstar® Target Allocation Index: Aggressive Multisector for New Zealand is used to calculated market index returns for performance period after 1 April 2025.
Performance and market index comparison as at 30/06/2025 (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 28/07/2025 |
|---|---|---|---|---|---|---|---|---|
| Ethical GrowthVS | 2.5% | 1.43% | 6.76% | 10.03% | - | - | 7.1% | $1.39 |
| Benchmark: Morningstar Target Allocation Index: Growth Multisector for New Zealand | 1.82% | 1.42% | 11.28% | 10.69% | - | - | 8.11% | |
| Ethical Trans-TasmanVS | 1.79% | -4.78% | 5.72% | 6.81% | 5.87% | - | 7.86% | $1.55 |
| Benchmark: NZX50/ASX200 Gross Index | 1.49% | 0.64% | 10.36% | 9.1% | 6.95% | - | 5.5% | |
| Global ResponsibilityVS | 3.63% | 2.48% | 7.7% | 14.81% | 12.99% | - | 10.13% | $2.10 |
| Benchmark: Morningstar Developed Markets Index | 3.44% | 5.18% | 16.5% | 18.41% | 14.89% | - | 12.14% | |
| Global PropertyVS | 0.38% | 0.27% | 9.51% | 3.43% | 4.66% | - | 2.28% | $1.20 |
| Benchmark: FTSE Developed Markets REIT Index | 0.46% | 3.99% | 11.43% | 3.86% | 5.54% | - | 3.17% | |
| Global WaterVS | 2.85% | 2.71% | 5.41% | 11.14% | 10.76% | 7.82% | 8.72% | $3.40 |
| Benchmark: NASDAQ OMX Global Water Index | 3.55% | 10.56% | 12.71% | 15.18% | 11.56% | 8.87% | 9.43% | |
| Green BondVS | 0.77% | 2.39% | 4.45% | - | - | - | 3.2% | $1.09 |
| Benchmark: Bloomberg Global Aggregate Index | 0.86% | 2.43% | 5.47% | - | - | - | 4.95% |
Past performance is no guarantee of future return. We encourage all investors to seek financial advice prior to making investment decisions. Details of each market index can be found in our SIPO. *Inception dates for each of our funds are stated in our OMI.
*Inception dates: Pathfinder Global Water Fund April 2010 | Pathfinder Global Property Fund June 2015 | Pathfinder Global Responsibility Fund August 2017 | Pathfinder Ethical Trans-Tasman Fund September 2019 | Pathfinder Ethical Growth Fund August 2020 | Pathfinder Green Bond Fund January 2023
The Morningstar® Target Allocation Index: Growth Multisector for New Zealand is used to calculate market index returns for performance period after 1 October 2021. Earlier market index returns are calculated using the composite indices described here
Performance and market index comparison as at 30/06/2025 (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.
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.
Need something? Get in touch.
