Managed Funds

AllKiwiSaverManaged Funds

Managed Funds Offer Documents

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

Managed Funds Reports

Pathfinder Managed Funds Annual Report 2023 - PDFPathfinder Ethical Trans-Tasman Fund Update 31 December 2023 - PDFPathfinder Ethical Growth 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 - PDF

Holdings

Pathfinder Managed Fund Holdings (30 November 2023) - 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 Growth Fund Update 31 Dec 2022 - PDFEthical Growth Fund Update-30-Sep-2022 - PDFEthical Growth Fund Update-31-Mar-2022 - PDFEthical Growth Fund Update-31-Dec-2021 - PDFEthical Growth Fund Update-30-Sep-2021 - PDFEthical Growth Fund Update-30-Jun-2021 - PDFEthical Growth Fund Update-31-Mar-2021 - PDFEthical Growth Fund Update-31-Dec-2020 - PDFEthical Growth Fund Update-30-Sep-2020 - PDFEthical Growth Fund Update-30-June-2020 - PDFEthical Trans-Tasman Fund Update 31 March 2023 - PDFEthical Trans Tasman Fund Update 31 Dec 2022 - PDFEthical Trans Tasman Fund Update-30-Sept-2022 - PDFEthical Trans Tasman Fund Update-30-June-2022 - PDFEthical Trans Tasman Fund Update-31-Mar-2022 - PDFEthical Trans Tasman Fund Update-31-Dec-2021 - PDFEthical Trans Tasman Fund Update-30-Sept-2021 - PDFEthical Trans Tasman Fund Update-30-Jun-2021 - PDFEthical Trans Tasman Fund Update-31-Mar-2021 - PDFEthical Trans Tasman Fund Update-31-Dec-2020 - PDFEthical Trans Tasman Fund Update-30-Sept-2020 - PDFGlobal Responsibility Fund Update 31 March 2023 - PDFGlobal Responsibility Fund Update 31 Dec 2022 - PDFGlobal Responsibility Fund Update-30-Sept-2022 - PDFGlobal Responsibility Fund Update-30-Jun-2022 - PDFGlobal Responsibility Fund Update-31-Mar-2022 - PDFGlobal Responsibility Fund Update-31-Dec-2021 - PDFGlobal Responsibility Fund Update-30-Sept-2021 - PDFGlobal Responsibility Fund Update-30-Jun-2021 - PDFGlobal Responsibility Fund Update-31-Mar-2021 - PDFGlobal Responsibility Fund Update-31-Dec-2020 - PDFGlobal Responsibility Fund Update-30-Sept-2020 - PDFGlobal Responsibility Fund Update-30-Jun-2020 - PDFGlobal Responsibility Fund Update-31-Mar-2020 - PDFGlobal Responsibility Fund Update-31-Dec-2019 - PDFGlobal Responsibility Fund Update-30-Jun-2019 - PDFGlobal Responsibility Fund Update-31-Mar-2019 - PDFGlobal Property Fund Update 31 March 2023 - PDFGlobal Property Fund Update 31 Dec 2022 - PDFGlobal Property Fund Update-30-Sept-2022 - PDFGlobal Property Fund Update-30-Jun-2022 - PDFGlobal Property Fund Update-31-Mar-2022 - PDFGlobal Property Fund Update-31-Dec-2021 - PDFGlobal Property Fund Update-30-Sept-2021 - PDFGlobal Property Fund Update-30-Jun-2021 - PDFGlobal Property Fund Update-31-Mar-2021 - PDFGlobal Property Fund Update-31-Dec-2020 - PDFGlobal Property Fund Update-30-Sept-2020 - PDFGlobal Property Fund Update-30-Jun-2020 - PDFGlobal Property Fund Update-31-Mar-2020 - PDFGlobal Property Fund Update-31-Dec-2019 - PDFGlobal Property Fund Update-30-Jun-2019 - PDFGlobal Property Fund Update-31-Mar-2019 - PDFGlobal Water Fund Update 31 March 2023 - PDFGlobal Water Fund Update 31 Dec 2022 - PDFGlobal Water Fund Update-30-Sept-2022 - PDFGlobal Water Fund Update-30-Jun-2022 - PDFGlobal Water Fund Update-31-Mar-2022 - PDFGlobal Water Fund Update-31-Dec-2021 - PDFGlobal Water Fund Update-30-Sept-2021 - PDFGlobal Water Fund Update-30-Jun-2021 - PDFGlobal Water Fund Update-31-Mar-2021 - PDFGlobal Water Fund Update-31-Dec-2020 - PDFGlobal Water Fund Update-30-Sept-2020 - PDFGlobal Water Fund Update-30-Jun-2020 - PDFGlobal Water Fund Update-30-Sept-2019 - PDFGlobal Water Fund Update-31-Dec-2019 - PDFGlobal Water Fund Update-30-Jun-2019 - PDFGlobal Water Fund Update-31-Mar-2019 - PDFGreen Bond 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 - PDFVoting Detail Report - PDF