Ethical investing
Only Ethical
Our investment strategy avoids harmful investments because we care about what kind of future your investments deliver.
Read More
Invest with us
About us
Ethical Originals
Challenging the idea that money can't be used for good, we invest for better by generating individual wealth and collective well-being.
Our Story
Ethical Originals
- How we give back
- Our People
Insights
Resources
Resources
Want to know how and where we invest, what we will and won't do, and how we define things like “fossil fuels”?
Resources
Contact us

- KiwiSaver
- Managed Funds

Documents and forms

Ethical Investing

Pathfinder Exceptions Register - PDF Pathfinder Ethical Investment Policy - PDF Companies of Concern - PDF Ethical Scorecard KiwiSaver Growth Fund - PDF Ethical Scorecard KiwiSaver Conservative Fund - PDF Ethical Scorecard KiwiSaver Balanced Fund - PDF Ethical Scorecard Global Water Fund - PDF Ethical Scorecard Global Property Fund - PDF Ethical Scorecard Ethical Trans-Tasman Fund - PDF Ethical Scorecard Global Responsibility Fund - PDF Ethical Scorecard Ethical Growth Fund - PDF Pathfinder Stewardship Report - PDF

KiwiSaver Offer Documents

Pathfinder KiwiSaver Plan Other Material Information - PDF Pathfinder KiwiSaver Plan Product Disclosure Statement - PDF Pathfinder KiwiSaver Plan Statement of Investment Policy and Objectives - PDF Retirement Goals Worksheet - PDF

Managed Funds Offer Documents

Pathfinder Managed Funds Statement of Investment Policy & Objectives - PDF Pathfinder Ethical Investment Policy - PDF Pathfinder Managed Funds Product Disclosure Statement - PDF Pathfinder Managed Funds Other Material Information - PDF

Forms

Pathfinder KiwiSaver Changing your Investment Options Form - PDF Pathfinder KiwiSaver Direct Debit Authority Form - PDF Pathfinder KiwiSaver First or Second-Chance Home Withdrawal - PDF Pathfinder KiwiSaver First Time Applying Retirement Withdrawal Form - PDF Pathfinder KiwiSaver Subsequent Retirement Withdrawal Form - PDF Pathfinder Managed Fund Withdrawal Request Form - PDF Pathfinder Managed Funds Changing your Investment Options Form - PDF Pathfinder Australian Superannuation Retirement Withdrawal Form - PDF

Sustainability Reports

Sustainability report 2022 - PDF Sustainability Report 2021 - PDF Sustainability Report 2023 - PDF Sustainability Report 2024 - PDF

KiwiSaver Reports

Pathfinder KiwiSaver Annual Report 2024 - PDF Pathfinder KiwiSaver Conservative Fund Quarterly Fund Update - PDF Pathfinder KiwiSaver Balanced Fund Quarterly Fund Update - PDF Pathfinder KiwiSaver Growth Fund Quarterly Fund Update - PDF Pathfinder KiwiSaver High Growth Fund Quarterly Fund Update - PDF

Managed Funds Reports

Pathfinder Managed Funds Annual Report 2024 - PDF Pathfinder Global Property Fund Quarterly Fund Update - PDF Pathfinder Global Water Fund Quarterly Fund Update - PDF Pathfinder Green Bond Fund Quarterly Fund Update - PDF Pathfinder Ethical Trans-Tasman Fund Quarterly Fund Update - PDF Pathfinder Ethical Growth Fund Quarterly Fund Update - PDF Pathfinder Global Responsibility Fund Quarterly Fund Update - PDF

Holdings

Pathfinder KiwiSaver Holdings - PDF Pathfinder Managed Fund Holdings - PDF

Past Reports

KiwiSaver Annual Report 2021 - PDF KiwiSaver Annual Report 2020 - PDF Pathfinder Managed Funds Annual Report 2021 - PDF Pathfinder Managed Funds Annual Report 2020 - PDF Pathfinder Managed Funds Annual Report 2019 - PDF Pathfinder Managed Funds Annual Report 2018 - PDF Pathfinder Managed Funds Annual Report 2017 - PDF Ethical Growth Fund Update 31 March 2023 - PDF Ethical Trans-Tasman Fund Update 31 March 2023 - PDF Global Responsibility Fund Update 31 March 2023 - PDF Global Property Fund Update 31 March 2023 - PDF Global Water Fund Update 31 March 2023 - PDF Pathfinder KiwiSaver Conservative Fund Update 31 March 2023 - PDF Pathfinder KiwiSaver Balanced Fund Update 31 March 2023 - PDF Pathfinder KiwiSaver Growth Fund Update 31 March 2023 - PDF Pathfinder Managed Funds Annual Report 2022 - PDF Global Property Fund Update 30 June 2023 - PDF Global Responsibility Fund Update 30 June 2023 - PDF Ethical Growth Fund Update 30 June 2023 - PDF Pathfinder KiwiSaver Conservative Fund Update 30 June 2023 - PDF Ethical Trans-Tasman Fund Update 30 June 2023 - PDF Pathfinder KiwiSaver Growth Fund Update 30 June 2023 - PDF Global Water Fund Update 30 June 2023 - PDF Green Bond Fund Update 30 June 2023 - PDF Pathfinder KiwiSaver Balanced Fund Update 30 June 2023 - PDF Pathfinder KiwiSaver Balanced Fund Update - 31December 2023 - PDF Pathfinder KiwiSaver Conservative Fund Update - 31December 2023 - PDF Pathfinder KiwiSaver Growth Fund Update - 31December 2023 - PDF Pathfinder Ethical Trans-Tasman Fund Update 31 December 2023 - PDF Pathfinder Global Property Fund Update 31 December 2023 - PDF Pathfinder Green Bond Fund Update 31 December 2023 - PDF Pathfinder Global Responsibility Fund Update 31 December 2023 - PDF Pathfinder Global Water Fund Update 31 December 2023 - PDF Pathfinder Ethical Growth Fund Update 31 December 2023 - PDF Green Bond Fund Update 30 September 2023 - PDF Global Responsibility Fund Update 30 September 2023 - PDF Global Water Fund Update 30 September 2023 - PDF Ethical Growth Fund Update 30 September 2023 - PDF Ethical Trans-Tasman Fund Update 30 September 2023 - PDF Global Property Fund Update 30 September 2023 - PDF Pathfinder KiwiSaver Conservative Fund Update 30 September 2023 - PDF Pathfinder KiwiSaver Balanced Fund Update 30 September 2023 - PDF Pathfinder KiwiSaver Growth Fund Update 30 September 2023 - PDF Pathfinder Green Bond Fund Update June 2024 - PDF Pathfinder Global Property Fund Update June 2024 - PDF Pathfinder Ethical Growth Quarterly Fund Update June 2024 - PDF Pathfinder KiwiSaver Growth Fund Update June 2024 - PDF Pathfinder KiwiSaver Balanced Fund Update June 2024 - PDF Pathfinder KiwiSaver Conservative Fund Update June 2024 - PDF Pathfinder Global Responsibility Fund Update June 2024 - PDF Pathfinder KiwiSaver Annual Report 2023 - PDF Pathfinder Managed Funds Annual Report 2023 - PDF Pathfinder KiwiSaver Conservative Fund March 2024 - PDF Pathfinder Global Property Fund Quarterly Fund Update March 2024 - PDF Pathfinder KiwiSaver Balanced Fund Update March 2024 - PDF Pathfinder Ethical Trans-Tasman Fund Quarterly Fund Update March 2024 - PDF Pathfinder Ethical Growth Fund Quarterly Fund Update March 2024 - PDF Pathfinder Global Water Fund Quarterly Fund Update March 2024 - PDF Pathfinder Global Responsibility Fund Quarterly Fund Update March 2024 - PDF Pathfinder Green Bond Fund Quarterly Fund Update Word March 2024 - PDF Pathfinder KiwiSaver Growth Fund Update March 2024 - PDF Pathfinder Global Water Fund Update September 2024 - PDF Pathfinder Global Responsibility Fund Update September 2024 - PDF Pathfinder Global Property Fund Update September 2024 - PDF Pathfinder Green Bond Fund Update September 2024 - PDF Pathfinder Ethical Growth Quarterly Fund Update September 2024 - PDF Pathfinder Ethical Trans-Tasman Fund Update September 2024 - PDF Pathfinder KiwiSaver Growth Fund Update September 2024 - PDF Pathfinder KiwiSaver Balanced Fund Update September 2024 - PDF Pathfinder KiwiSaver Conservative Fund Update September 2024 - PDF Pathfinder Green Bond Fund Quarterly Fund Update March 2025 - PDF Pathfinder KiwiSaver Growth Fund Quarterly Fund Update June 2025 - PDF Pathfinder Global Water Fund Quarterly Fund Update March 2025 - PDF Pathfinder KiwiSaver Balanced Fund Quarterly Fund Update June 2025 - PDF Pathfinder Global Property Fund Quarterly Fund Update March 2025 - PDF Pathfinder Ethical Growth fund Quarterly Fund Update June 2025 - PDF Pathfinder Global Responsibility Fund Quarterly Fund Update June 2025 - PDF Pathfinder Green Bond Fund Quarterly Fund Update March 2025 - PDF Pathfinder Global Responsibility Fund Quarterly Fund Update March 2025 - PDF Pathfinder KiwiSaver Conservative Fund Quarterly Fund Update June 2025 - PDF Pathfinder KiwiSaver Conservative Fund Quarterly Fund Update March 2025 - PDF Pathfinder Ethical Trans-Tasman Fund Update June 2024 - PDF Pathfinder Global Water Fund Update June 2024 - PDF Pathfinder Global Responsibility Fund Quarterly Fund Update June 2025 - PDF Pathfinder Global Water Fund Quarterly Fund Update June 2025 - PDF Pathfinder KiwiSaver Growth Fund Quarterly Fund Update March 2025 - PDF Pathfinder KiwiSaver High Growth Fund Quarterly Fund Update June 2025 - PDF Pathfinder Ethical Trans-Tasman Fund Quarterly Fund Update June 2025 - PDF Pathfinder KiwiSaver Balanced Fund Quarterly Fund Update March 2025 - PDF Pathfinder KiwiSaver Plan Annual Report 2024 - PDF KiwiSaver Annual Report 2022 - PDF Pathfinder KiwiSaver Plan Annual Report 2022 - PDF Pathfinder Managed Funds Annual Report 2023 - PDF Pathfinder Managed Funds Annual Report 2024 - PDF Pathfinder KiwiSaver Annual Report 2024 - PDF Pathfinder Managed Funds Annual Report 2021 - PDF Pathfinder Managed Funds Annual Report 2022 - PDF Pathfinder Green Bond Fund Quarterly Fund Update December 2024 - PDF Pathfinder KiwiSaver Growth Fund Quarterly Fund Update December 2024 - PDF Pathfinder Global Property Fund Quarterly Fund Update December 2024 - PDF Pathfinder KiwiSaver Balanced Fund Quarterly Fund Update December 2024 - PDF Pathfinder Global Water Fund Quarterly Fund Update December 2024 - PDF Pathfinder KiwiSaver Conservative Fund Quarterly Fund Update December 2024 - PDF Pathfinder Ethical Growth Fund Quarterly Fund Update December 2024 - PDF Pathfinder Ethical Trans-Tasman Fund Quarterly Fund Update December 2024 - PDF Pathfinder Global Responsibility Fund Quarterly Fund Update December 2024 - PDF Pathfinder Ethical Growth Fund Quarterly Fund Update March 2025 - PDF