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Understand Pathfinder KiwiSaver scheme with National Capital – Your expert KiwiSaver adviser. While we do not work directly with Pathfinder KiwiSaver, we include their funds in our KiwiSaver industry research. Our advice service is comprehensive, covering over 90% of the KiwiSaver market to ensure well researched, unbiased recommendations.
Why National Capital for KiwiSaver Advice?
At National Capital, we simplify the KiwiSaver advice process by providing expert, unbiased recommendations tailored to your needs. Our proprietary investment selection methodology is designed to help you build trust and confidence in your investments. Through this process we thoroughly evaluate KiwiSaver funds across the below 6 pillars to determine the best providers and funds for your goals and circumstances.
1
Performance After Fees
Quality and consistency of returns
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pts
2
Fees Alignment
Assessment of value provided for fees charged.
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pts
3
Organisational Capability
The capability of the organisation to manage your money.
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pts
4
Organisational Stability
Overall stability within a provider’s organisation.
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pts
5
Processes & Portfolio Composition
Asset allocation, investing process and style consistency.
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6
Ethical Investing Considerations
Deep dive into the ethical investing claims of providers.
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Pathfinder KiwiSaver
About Pathfinder
Pathfinder Asset Management Limited is a New Zealand–based, B Corp certified fund manager and KiwiSaver provider founded in 2009 (launching KiwiSaver in 2019). It delivers actively managed, strictly ethical investment funds that aim to grow wealth and well-being by avoiding harm and supporting positive environmental and social impact.
Pathfinder KiwiSaver Scheme
The Pathfinder KiwiSaver Scheme is a ethically focused investment offering that has gained recognition for its commitment to responsible investing and strong performance. The scheme offers actively managed funds, each designed to align with investors’ risk profiles and ethical values.
How Does Pathfinder Invest?
Pathfinder employs a comprehensive ethical investment framework that combines negative screening, positive screening, and active ownership:
- Negative Screening: Excludes investments in industries and companies involved in activities such as fossil fuel extraction, tobacco, weapons manufacturing, gambling, and animal testing.
- Positive Screening: Actively seeks out companies that contribute positively to society and the environment, including those in renewable energy, healthcare, sustainable agriculture, and clean technology sectors.
- Active Ownership: Engages with companies to encourage better ESG practices and may exercise voting rights to influence corporate behaviour.
This investment approach is detailed in Pathfinder’s Ethical Investment Policy, which outlines their commitment to transparency and responsible investing.
Does Pathfinder Invest Responsibly?
Responsible investing is at the core of Pathfinder’s philosophy. The scheme is designed to ensure that investors’ funds are allocated in a manner that aligns with ethical values and contributes to positive societal outcomes. Pathfinder’s commitment to responsible investing is evidenced by:
- Certified B Corporation Status: Demonstrates adherence to rigorous standards of social and environmental performance.
- Transparent Reporting: Regularly publishes sustainability reports and impact assessments to keep investors informed about the social and environmental impact of their investments.
- Community Engagement: Allocates a portion of management fees to charitable causes and community initiatives, reinforcing their dedication to social responsibility.
By integrating ethical considerations into every aspect of their investment process, Pathfinder ensures that investors can grow their retirement savings without compromising their values.
Last updated: 6th May 2025. | Source: Provider’s website