Sharesies Pathfinder Ethical Growth Fund
Sharesies Pathfinder Ethical Growth Fund is a growth KiwiSaver fund managed by Sharesies. It has 2,038 members and holds $38 million. It opened in 2023.
Fees and returns
- Annual fee
- 1.35% of your balance each year
- Return over 1 year
- +8.9% a year
- Return over 3 years
- +8.4% a year
Figures are after fees and tax, as at Q3 2026, sourced from the FMA Disclose Register.
What it invests in
International equities 46%, australasian equities 18%, cash and cash equivalents 10%, international fixed interest 10%.
Largest holdings
- Pathfinder Ethical Growth Fund 100.0%
Year by year
| Financial year | Return |
|---|---|
| 2025/26 | +8.9% |
| 2024/25 | +2.2% |
| 2023/24 | +14.3% |
About this fund
The Sharesies Pathfinder Ethical Growth Fund invests wholly in the Pathfinder Ethical Growth Fund, managed by Pathfinder — an ethically screened portfolio weighted towards growth assets — accessed through the Sharesies platform. It has operated since 2023 and carries an annual fund charge of 1.35%.