Managed Funds

AllKiwiSaverManaged Funds

Ethical Investing

Pathfinder Exceptions Register - PDFPathfinder Ethical Investment Policy - PDFCompanies of Concern - PDFEthical Scorecard Global Water Fund - PDFEthical Scorecard Global Property Fund - PDFEthical Scorecard Ethical Trans-Tasman Fund - PDFEthical Scorecard Global Responsibility Fund - PDFEthical Scorecard Ethical Growth Fund - PDFPathfinder Stewardship Report - PDF

Managed Funds Offer Documents

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

Forms

Pathfinder Managed Fund Withdrawal Request Form - PDFPathfinder Managed Funds Changing your Investment Options Form - PDF

Sustainability Reports

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

Managed Funds Reports

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

Holdings

Pathfinder Managed Fund Holdings - PDF

Past Reports

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