|1 Month||6 Month||1 Year||Since Inception* (p.a.)||Unit Price (22/06/22)|
Pathfinder KiwiSaver Fund Performance after fees, before tax, as at 31/05/22. Past performance is no guarantee of future return. We encourage all investors to seek financial advice prior to making investment decisions. *Our KiwiSaver started in July 2019. Index data from Morningstar. You can find more details about fund performance and the Market Index Index here.
In order to help align your investments with your values, Mindful Money has launched these credible badges.
There are currently three available: Animal Cruelty Free, Fossil Fuels Free and Weapons Free. We are extremely proud to say that Pathfinder KiwiSaver Plan is the only provider to have all three badges for all three of our funds: Balanced, Conservative and Growth. And currently, we are the only provider to have the Animal Cruelty Free badge.
Learn More About These Badges
Our social enterprise model means that for every KiwiSaver member who joins us, we donate 20% of our management fee to the charity of their choice. Check out how much we donated last year. We are expecting to more than double this in the year ahead.
Discover our charity partners and learn more about the terrific work they're doing to help protect our oceans, our children's nutrition, our forests and birds, the mental health of our children, fight climate change, and more.
These values guide our investment decisions. We take respect for human rights into account, which can include treatment of staff, customers and suppliers. We care about the treatment of animals and don’t invest in factory farming or animal testing. We believe greater diversity improves decision making, so we invest in listed New Zealand companies that have at least one female board member.
Read more about how our values impact our investment decisions in our Ethical Investing Policy.
We rate potential investments on how well they score in categories like labour standards, community impact, ecological footprint, shareholder rights and anti-corruption.
We aspire for our investment decisions to contribute to the United Nations Sustainable Development Goals and, as part of our commitment to ethical investment, we are a signatory to the UN Principles of Responsible Investment (UNPRI).
Pathfinder's KiwiSaver funds are not only carbon neutral, they're carbon negative.
A low carbon economy is central to our world view and investment objectives – we search for companies with lower carbon footprints or plans for transitioning to a lower carbon world and we raise awareness encouraging others to introduce them.
This data shows Pathfinder's overall exposure for key sustainability themes (compared to a market benchmark) via The Paris Agreement Capital Transition Assessment (PACTA) tool as at September 2021.
Lodestone Energy is building NZ’s largest Solar infrastructure network. It will use no water, produces no noise, no pollution, no emissions and will increase NZ’s solar generation by 8 times. Rua Bioscience is committed to helping the world access the power of bioactives for health and healing (and since we started investing Rua has become a listed company on the NZ stock exchange). Wool+Aid have innovated zero-plastic plasters using naturally antibacterial, hypoallergenic and antimicrobial merino wool. Mentemia is a digital wellbeing platform, the users of which feel 83% more able to manage their stress.
This is a rigorous certification that's hard to get and means our business meets the highest verified standards of social and environmental performance, transparency, and accountability.
We won Best For The World 2021 in the Customers category, meaning we are in the top 5% of companies adding value to our customers’ lives while supporting the greater good.
Our Product Disclosure Statement (PDS) contains information to help you decide whether to invest in our funds. We review and update it regularly. Our latest PDS dated 16 December 2021 has been lodged with the Registrar and is available to download here or on request from us. Units in the Funds are issued by Pathfinder Asset Management Limited.