Ethical investing
Only Ethical
Our investment strategy avoids harmful investments because we care about what kind of future your investments deliver.
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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
- Our People
- Charitable Giving
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Want to know how and where we invest, what we will and won't do, and how we define things like “fossil fuels”?
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- KiwiSaver
- Managed Funds

Kiwisaver

KiwiSaver Offer Documents

Pathfinder KiwiSaver Product Disclosure Statement - PDF Pathfinder KiwiSaver Statement of Investment Policy and Objectives - PDF Pathfinder KiwiSaver Other Material Information - PDF Pathfinder Ethical Investment Policy - 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

Sustainability Reports

Sustainability report 2022 - PDF Sustainability Report 2021 - PDF

KiwiSaver Reports

Annual Report Pathfinder KiwiSaver Plan 2022 - PDF Pathfinder KiwiSaver Growth Fund Update 31 March 2023 - PDF Pathfinder KiwiSaver Conservative Fund Update 31 March 2023 - PDF Pathfinder KiwiSaver Balanced Fund Update 31 March 2023 - PDF

Holdings

Pathfinder KiwiSaver Holdings (as at 30 Sept 2022) - PDF

Past Reports

KiwiSaver Annual Report 2021 - PDF KiwiSaver Annual Report 2020 - PDF KiwiSaver Conservative Fund Update-30-Sept-2022 - PDF KiwiSaver Conservative Fund Update-30-Jun-2022 - PDF KiwiSaver Conservative Fund Update-31-Mar-2022 - PDF KiwiSaver Conservative Fund Update-31-Dec-2021 - PDF KiwiSaver Conservative Fund Update-30-Sept-2021 - PDF KiwiSaver Conservative Fund Update-30-Jun-2021 - PDF KiwiSaver Conservative Fund Update-31-Mar-2021 - PDF KiwiSaver Conservative Fund Update-31-Dec-2020 - PDF KiwiSaver Conservative Fund Update-30-Sept-2020 - PDF KiwiSaver Conservative Fund Update-30-Jun-2020 - PDF KiwiSaver Conservative Fund Update-31-Mar-2020 - PDF KiwiSaver Conservative Fund Update-31-Dec-2019 - PDF KiwiSaver Balanced Fund Update-30-Sept-2022 - PDF KiwiSaver Balanced Fund Update-30-Jun-2022 - PDF KiwiSaver Balanced Fund Update-31-Mar-2022 - PDF KiwiSaver Balanced Fund Update-31-Dec-2021 - PDF KiwiSaver Balanced Fund Update-30-Sept-2021 - PDF KiwiSaver Balanced Fund Update-30-Jun-2021 - PDF KiwiSaver Balanced Fund Update-31-Mar-2021 - PDF KiwiSaver Balanced Fund Update-31-Dec-2020 - PDF KiwiSaver Balanced Fund Update-30-Sept-2020 - PDF KiwiSaver Balanced Fund Update-30-Jun-2020 - PDF KiwiSaver Balanced Fund Update-31-Mar-2020 - PDF KiwiSaver Balanced Fund Update-31-Dec-2019 - PDF KiwiSaver Growth Fund Update-30-Sept-2022 - PDF KiwiSaver Growth Fund Update-31-Mar-2022 - PDF KiwiSaver Growth Fund Update-31-Dec-2021 - PDF KiwiSaver Growth Fund Update-30-Sept-2021 - PDF KiwiSaver Growth Fund Update-30-Jun-2021 - PDF KiwiSaver Growth Fund Update-31-Mar-2021 - PDF KiwiSaver Growth Fund Update-31-Dec-2020 - PDF KiwiSaver Growth Fund Update-30-Sept-2020 - PDF KiwiSaver Growth Fund Update-30-Jun-2020 - PDF KiwiSaver Growth Fund Update-31-Mar-2020 - PDF KiwiSaver Growth Fund Update-31-Dec-2019 - PDF Pathfinder KiwiSaver Growth Fund Update 31 March 2023 - PDF Pathfinder KiwiSaver Conservative Fund Update 31 March 2023 - PDF Pathfinder KiwiSaver Balanced Fund Update 31 March 2023 - PDF