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
Insights
Resources
Resources
Want to know how and where we invest, what we will and won't do, and how we define things like “fossil fuels”?
Resources
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- KiwiSaver
- Managed Funds

Documents and forms

Ethical Investing

Pathfinder Exceptions Register - PDF Pathfinder Ethical Investment Policy - PDF Companies of Concern June 24 - PDF

KiwiSaver Offer Documents

Pathfinder KiwiSaver Plan Other Material Information - PDF Pathfinder KiwiSaver Plan Product Disclosure Statement - PDF Pathfinder KiwiSaver Plan Statement of Investment Policy and Objectives - PDF Retirement Goals Worksheet - PDF

Managed Funds Offer Documents

Pathfinder Managed Funds Statement of Investment Policy & Objectives - PDF Pathfinder Ethical Investment Policy - PDF Pathfinder Managed Funds Product Disclosure Statement - PDF Pathfinder Managed Funds Other Material Information - 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 Pathfinder Managed Fund Withdrawal Request Form - PDF Pathfinder Managed Funds Changing your Investment Options Form - PDF

Sustainability Reports

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

KiwiSaver Reports

Pathfinder KiwiSaver Annual Report 2024 - PDF Pathfinder KiwiSaver Conservative Fund Update September 2024 - PDF Pathfinder KiwiSaver Balanced Fund Update September 2024 - PDF Pathfinder KiwiSaver Growth Fund Update September 2024 - PDF

Managed Funds Reports

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

Holdings

Pathfinder KiwiSaver Holdings 30 September 2024 - PDF Pathfinder Managed Fund Holdings 30 September 2024 - PDF

Past Reports

KiwiSaver Annual Report 2021 - PDF KiwiSaver Annual Report 2020 - PDF Pathfinder Managed Funds Annual Report 2021 - PDF Pathfinder Managed Funds Annual Report 2020 - PDF Pathfinder Managed Funds Annual Report 2019 - PDF Pathfinder Managed Funds Annual Report 2018 - PDF Pathfinder Managed Funds Annual Report 2017 - PDF Ethical Growth Fund Update 31 March 2023 - PDF Ethical Growth Fund Update 31 Dec 2022 - PDF Ethical Growth Fund Update-30-Sep-2022 - PDF Ethical Growth Fund Update-31-Mar-2022 - PDF Ethical Growth Fund Update-31-Dec-2021 - PDF Ethical Growth Fund Update-30-Sep-2021 - PDF Ethical Growth Fund Update-30-Jun-2021 - PDF Ethical Growth Fund Update-31-Mar-2021 - PDF Ethical Growth Fund Update-31-Dec-2020 - PDF Ethical Growth Fund Update-30-Sep-2020 - PDF Ethical Growth Fund Update-30-June-2020 - PDF Ethical Trans-Tasman Fund Update 31 March 2023 - PDF Ethical Trans Tasman Fund Update 31 Dec 2022 - PDF Ethical Trans Tasman Fund Update-30-Sept-2022 - PDF Ethical Trans Tasman Fund Update-30-June-2022 - PDF Ethical Trans Tasman Fund Update-31-Mar-2022 - PDF Ethical Trans Tasman Fund Update-31-Dec-2021 - PDF Ethical Trans Tasman Fund Update-30-Sept-2021 - PDF Ethical Trans Tasman Fund Update-30-Jun-2021 - PDF Ethical Trans Tasman Fund Update-31-Mar-2021 - PDF Ethical Trans Tasman Fund Update-31-Dec-2020 - PDF Ethical Trans Tasman Fund Update-30-Sept-2020 - PDF Global Responsibility Fund Update 31 March 2023 - PDF Global Responsibility Fund Update 31 Dec 2022 - PDF Global Responsibility Fund Update-30-Sept-2022 - PDF Global Responsibility Fund Update-30-Jun-2022 - PDF Global Responsibility Fund Update-31-Mar-2022 - PDF Global Responsibility Fund Update-31-Dec-2021 - PDF Global Responsibility Fund Update-30-Sept-2021 - PDF Global Responsibility Fund Update-30-Jun-2021 - PDF Global Responsibility Fund Update-31-Mar-2021 - PDF Global Responsibility Fund Update-31-Dec-2020 - PDF Global Responsibility Fund Update-30-Sept-2020 - PDF Global Responsibility Fund Update-30-Jun-2020 - PDF Global Responsibility Fund Update-31-Mar-2020 - PDF Global Responsibility Fund Update-31-Dec-2019 - PDF Global Responsibility Fund Update-30-Jun-2019 - PDF Global Responsibility Fund Update-31-Mar-2019 - PDF Global Property Fund Update 31 March 2023 - PDF Global Property Fund Update 31 Dec 2022 - PDF Global Property Fund Update-30-Sept-2022 - PDF Global Property Fund Update-30-Jun-2022 - PDF Global Property Fund Update-31-Mar-2022 - PDF Global Property Fund Update-31-Dec-2021 - PDF Global Property Fund Update-30-Sept-2021 - PDF Global Property Fund Update-30-Jun-2021 - PDF Global Property Fund Update-31-Mar-2021 - PDF Global Property Fund Update-31-Dec-2020 - PDF Global Property Fund Update-30-Sept-2020 - PDF Global Property Fund Update-30-Jun-2020 - PDF Global Property Fund Update-31-Mar-2020 - PDF Global Property Fund Update-31-Dec-2019 - PDF Global Property Fund Update-30-Jun-2019 - PDF Global Property Fund Update-31-Mar-2019 - PDF Global Water Fund Update 31 March 2023 - PDF Global Water Fund Update 31 Dec 2022 - PDF Global Water Fund Update-30-Sept-2022 - PDF Global Water Fund Update-30-Jun-2022 - PDF Global Water Fund Update-31-Mar-2022 - PDF Global Water Fund Update-31-Dec-2021 - PDF Global Water Fund Update-30-Sept-2021 - PDF Global Water Fund Update-30-Jun-2021 - PDF Global Water Fund Update-31-Mar-2021 - PDF Global Water Fund Update-31-Dec-2020 - PDF Global Water Fund Update-30-Sept-2020 - PDF Global Water Fund Update-30-Jun-2020 - PDF Global Water Fund Update-30-Sept-2019 - PDF Global Water Fund Update-31-Dec-2019 - PDF Global Water Fund Update-30-Jun-2019 - PDF Global Water Fund Update-31-Mar-2019 - PDF Green Bond Fund Update 31 March 2023 - PDF Pathfinder KiwiSaver Conservative Fund Update 31 March 2023 - PDF KiwiSaver Conservative Fund Update-31-Dec-2022 - 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 Pathfinder KiwiSaver Balanced Fund Update 31 March 2023 - PDF KiwiSaver Balanced Fund Update December 2022 - 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 Pathfinder KiwiSaver Growth Fund Update 31 March 2023 - PDF KiwiSaver Growth Fund Update-31-Dec-2022 - 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 Annual Report Pathfinder KiwiSaver Plan 2022 - PDF Pathfinder Managed Funds Annual Report 2022 - PDF Global Property Fund Update 30 June 2023 - PDF Global Responsibility Fund Update 30 June 2023 - PDF Ethical Growth Fund Update 30 June 2023 - PDF Pathfinder KiwiSaver Conservative Fund Update 30 June 2023 - PDF Ethical Trans-Tasman Fund Update 30 June 2023 - PDF Pathfinder KiwiSaver Growth Fund Update 30 June 2023 - PDF Global Water Fund Update 30 June 2023 - PDF Green Bond Fund Update 30 June 2023 - PDF Pathfinder KiwiSaver Balanced Fund Update 30 June 2023 - PDF Voting Detail Report - PDF Pathfinder KiwiSaver Balanced Fund Update - 31December 2023 - PDF Pathfinder KiwiSaver Conservative Fund Update - 31December 2023 - PDF Pathfinder KiwiSaver Growth Fund Update - 31December 2023 - PDF Pathfinder Ethical Trans-Tasman Fund Update 31 December 2023 - PDF Pathfinder Global Property Fund Update 31 December 2023 - PDF Pathfinder Green Bond Fund Update 31 December 2023 - PDF Pathfinder Global Responsibility Fund Update 31 December 2023 - PDF Pathfinder Global Water Fund Update 31 December 2023 - PDF Pathfinder Ethical Growth Fund Update 31 December 2023 - PDF Green Bond Fund Update 30 September 2023 - PDF Global Responsibility Fund Update 30 September 2023 - PDF Global Water Fund Update 30 September 2023 - PDF Ethical Growth Fund Update 30 September 2023 - PDF Ethical Trans-Tasman Fund Update 30 September 2023 - PDF Global Property Fund Update 30 September 2023 - PDF Pathfinder KiwiSaver Conservative Fund Update 30 September 2023 - PDF Pathfinder KiwiSaver Balanced Fund Update 30 September 2023 - PDF Pathfinder KiwiSaver Growth Fund Update 30 September 2023 - PDF Pathfinder Green Bond Fund Update June 2024 - PDF Pathfinder Global Property Fund Update June 2024 - PDF Pathfinder Ethical Growth Quarterly Fund Update June 2024 - PDF Pathfinder KiwiSaver Growth Fund Update June 2024 - PDF Pathfinder KiwiSaver Balanced Fund Update June 2024 - PDF Pathfinder KiwiSaver Conservative Fund Update June 2024 - PDF Pathfinder Global Responsibility Fund Update June 2024 - PDF Pathfinder KiwiSaver Annual Report 2023 - PDF Pathfinder Managed Funds Annual Report 2023 - PDF Pathfinder KiwiSaver Conservative Fund March 2024 - PDF Pathfinder Global Property Fund Quarterly Fund Update March 2024 - PDF Pathfinder KiwiSaver Balanced Fund Update March 2024 - PDF Pathfinder Ethical Trans-Tasman Fund Quarterly Fund Update March 2024 - PDF Pathfinder Ethical Growth Fund Quarterly Fund Update March 2024 - PDF Pathfinder Global Water Fund Quarterly Fund Update March 2024 - PDF Pathfinder Global Responsibility Fund Quarterly Fund Update March 2024 - PDF Pathfinder Green Bond Fund Quarterly Fund Update Word March 2024 - PDF Pathfinder KiwiSaver Growth Fund Update March 2024 - PDF