Pathfinder Managed Funds

HomePathfinder Managed Funds

Ethically invested funds for the modern investor

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Find the fund for you:

Which fund is right for you?

Take our short quiz to find out.

Ethical Growth

Higher risk

This award-winning Fund is filled with different asset and company types, geographies, and sectors that align with our ethical investment policy. Highly diversified, this is a great option if you are looking for a Fund that aims for above average returns over a long-term period.

Ethical Growth

Return Focus:
Medium to High
Average annual return:
7.5% p.a. since inception September 2020
Minimum suggested time frame:
8-10 years (medium to long term)
Risk focus:
Higher

Lower Risk

Higher Risk

Ethical Trans-Tasman

Higher risk

Invested in a limited number of companies hand-picked from across Australia and New Zealand that align with our ethical investment policy. This Fund is actively managed and invests in our top individual equity ideas. Great if you are looking for a Fund that aims for above average returns over a long-term period.

Ethical Trans-Tasman

Return Focus:
Medium to High
Average annual return:
6.9% p.a. since inception September 2019
Minimum suggested time frame:
8+ years
Risk focus:
Higher

Lower Risk

Higher Risk

Global Responsibility

Higher risk

This is our core global fund, invested in around 200 international companies aligning with our ethical investment policy. If you are interested in a diverse portfolio with strong environmental, social and governance standards, aiming for above-average returns, this is a great option.

Global Responsibility

Return Focus:
Medium to High
Average annual return:
10.9% p.a. since inception October 2017
Minimum suggested time frame:
8+ years
Risk focus:
Higher

Lower Risk

Higher Risk

Global Property

Higher risk

Invested in between 50 to 100 property companies that align with our ethical investment policy. If you are interested in a Fund that aims for above-average returns over a long-term period, this is a great option.

Global Property

Return Focus:
Medium to High
Average annual return:
2.6% p.a. since inception July 2015
Minimum suggested time frame:
10+ years
Risk focus:
Higher

Lower Risk

Higher Risk

Global Water

Higher risk

Our award-winning and longest-running Fund aims at above-average long term returns whilst helping solve the global water crisis. Investing in companies that produce things like water filtration systems, pumps and pipelines so that we can all have sustainable access to clean water.

Global Water

Return Focus:
Medium to High
Average annual return:
8.9% p.a. since inception June 2010
Minimum suggested time frame:
10+ years
Risk focus:
Higher

Lower Risk

Higher Risk

Green Bond

Steady returns

New Zealand's first dedicated Green Bond Fund. This fund invests exclusively in bonds that allocate money to green purposes including clean transportation, clean water access, increasing resilience to extreme weather events and renewable energy supply networks.

Green Bond

Return Focus:
Low to Medium
Average annual return:
3.0% p.a. since inception January 2023
Minimum suggested time frame:
3+ years
Risk focus:
Lower

Lower Risk

Higher Risk

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 15 October 2025 (which replaces the PDS dated 15 October 2024) 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.

Inception dates: Pathfinder Global Water Fund April 2010 | Pathfinder Global Property Fund June 2015 | Pathfinder Global Responsibility Fund August 2017 | Pathfinder Ethical Trans-Tasman Fund September 2019 | Pathfinder Ethical Growth Fund August 2020 | Pathfinder Green Bond Fund January 2023

Explore our fund performance graph.

The graph below imagines you invested $10,000 at the time each fund started. Hover over the bars to see what your investment would be worth (after fees, before tax) on different dates along the way.

Past performance is no guarantee of future return. We encourage all investors to seek financial advice prior to making investment decisions.

We’re active managers, not passive.

This means we choose the assets in our portfolios, investing with the best ethical and economic performance in mind. We’ve been awarded for quality returns by Research IP, and for ethical investing by Mindful Money & our KiwiSaver funds are certified by the Responsible Investment Association Australasia.

Review our performance here

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Managed Funds FAQs

Is there a minimum investment time frame?

You can redeem your investment at any time. However, at Pathfinder, our investment objectives and strategies reflect our long-term approach to investing. The minimum suggested investment time frame va ...

What is your eligibility requirement for opening a managed fund?

Our Pathfinder managed funds are open to both individuals and entities, including children and non-residents.Our digital form will guide you through the requirements. Please read through carefully and ...

How do I make a deposit into my managed fund?

Just use the details here. Remember, there is an initial minimum investment for Pathfinder KiwiSaver Plan members of $2,500. If you are not a Pathfinder KiwiSaver Plan member, the minimum investment i ...

What are your Managed Fund fees?

Estimated annual fund fees (exclusive of GST, if any) are set out below. Our management fee and external costs are calculated as a percentage of the net asset value of each Fund:Global Responsibility ...

Can I invest in multiple Managed Funds?

Yes, you can divide your investment over multiple funds and create your own individual investment portfolio. Instructions on how to invest in our funds will be emailed to you once your account is set ...

I have a KiwiSaver account, how do I set up a managed fund account?

Use the joining form on the website for managed funds. Even though you already have a KiwiSaver account with us, there are different regulations around managed funds and we require slightly different ...

I don’t like a stock you hold, can I choose not to invest in this?

When you join our Pathfinder KiwiSaver Plan or Managed Funds, you are buying units in an already established fund (a group of selected assets, including stocks, bonds and cash). We choose these compan ...

What if I don't have the minimum investment amount, but I still want to invest with Pathfinder?

Pathfinder Managed Funds have a minimum initial investment of $5,000, or $2,500 for Pathfinder KiwiSaver members.If you'd like to invest less than this, you can invest in Pathfinder funds through ...

How many companies are we invested in locally compared to internationally?

Ethical Trans-Tasman Fund - 100% invested in New Zealand and Australia.Ethical Growth Fund - targets more than 20% of the Fund to be invested in listed Australian and New Zealand shares. In addition, ...