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Pathfinder KiwiSaver
Pathfinder is a KiwiSaver provider that runs 4 KiwiSaver funds, has 13,052 members, manages $610 million, or 0.4% of the KiwiSaver market.
About Pathfinder
Pathfinder Asset Management launched its KiwiSaver scheme in 2019 after running ethical managed funds since 2009. All four KiwiSaver funds apply positive and negative ESG screening, excluding areas such as fossil fuels, weapons, gambling, tobacco, animal cruelty and factory farming, while also selecting for companies with environmental and social practices that meet Pathfinder's criteria. Pathfinder was the first New Zealand fund manager to achieve B Corp certification and has been recognised multiple times at the Mindful Money Ethical and Impact Investment awards. It is part of the Alvarium NZ group, with Rata Foundation holding a stake in the parent entity. Fees sit toward the higher end of the market.
Key facts
- Ownership
- NZ-owned
- KiwiSaver scheme established
- 2019
- Investment approach
- Active ethical
- KiwiSaver funds under management
- $610 million (0.4% of the KiwiSaver market)
- Members
- 13,052
- Average member balance
- $46,410
- KiwiSaver funds offered
- 4
- Annual fee range
- 0.92% – 1.28%
Fund range by risk profile
- Conservative: 1 fund
- Balanced: 1 fund
- Growth: 1 fund
- Aggressive: 1 fund
How has Pathfinder KiwiSaver performed?
Over the last 5 years, their highest-returning fund was the Growth Fund, at +5.6% a year after fees and tax.
| Risk profile | Fund | Return |
|---|---|---|
| Conservative | Pathfinder Kiwisaver Conservative Fund | +2.6% |
| Balanced | Pathfinder Kiwisaver Balanced Fund | +6.7% |
| Growth | Pathfinder Kiwisaver Growth Fund | +8.9% |
KiwiSaver funds offered by Pathfinder
| Fund | Risk profile | Annual fee | 1 year | 5 years p.a. |
|---|---|---|---|---|
| Pathfinder Kiwisaver Conservative Fund | Conservative | 0.92% | +2.6% | +2.7% |
| Pathfinder Kiwisaver Balanced Fund | Balanced | 1.16% | +6.7% | +4.8% |
| Pathfinder Kiwisaver Growth Fund | Growth | 1.28% | +8.9% | +5.6% |
| Pathfinder Kiwisaver High Growth Fund | Aggressive | 1.27% | Not reported | Not reported |
Figures are after fund charges and tax, sourced from the FMA Disclose Register. Past performance is not a reliable indicator of future returns.