Pathfinder

Diversified

Pathfinder Ethical Growth Fund

A highly diversified global portfolio that invests in companies meeting Pathfinder’s Ethical Investment guidelines.

Risk indicator

5 out of 7

Higher numbers mean bigger ups and downs in value.

Estimated fund charge

1.35% p.a.

Set by the fund manager. No InvestNow account fees.

Minimum investment

$250

Or $50 per fund with a Regular Investment Plan.

Unit price

$1.5521

As at 30/10/2026. Buy/sell spread 0% / 0%.

Download unit price history (CSV)

About this fund

A highly diversified global portfolio that invests in companies meeting Pathfinder’s Ethical Investment guidelines. These guidelines focus on selecting companies benefitting our planet and people, and also excluding companies and industries that are harmful. The team at Pathfinder believes this approach will deliver both financial returns and better environmental and social outcomes. The Pathfinder Ethical Growth Fund has a portfolio with a higher exposure to growth assets and a lower exposure to income assets. Investments are spread across multiple asset types, geographies, companies and sectors to provide diversification. The investment strategy includes management of foreign currency exposure to New Zealand dollars.

Invest in this fund

Before investing, read the Product Disclosure Statement and latest fund update.

Fund facts

Investment manager

Pathfinder

Fund type

Managed fund (PIE)

Asset class

Diversified

Management style

Active

Inception date

17/08/2020

Fund size

$132.46M as at 30/10/2026

Distributions

–

Regular Investment Plan

Not available

InvestNow KiwiSaver

Available

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Fund performance

Returns are shown after fund fees and before tax, as at 31/10/2026. Periods longer than one year are annualised.

Growth of $10,000

Pathfinder Ethical Growth Fund

1 month

3 months

1 year

3 years

5 years

10 years

Since inception

Pathfinder Ethical Growth Fund

-0.85%

0.54%

4.86%

13.09%

5.71%

–

7.69%

Past performance is not a guarantee of future returns. Returns exclude buy/sell spreads and transaction fees.

What the fund invests in

A snapshot of the fund’s investments, updated from the manager’s latest fund update.

Asset allocation

International shares

62.5%

International fixed interest

17.5%

Australasian shares

8.3%

Listed property

0.9%

Australasian fixed interest

0.4%

Cash

10.5%

As at 31/03/2026. Source: Morningstar.

Fees and costs

InvestNow doesn’t charge account or administration fees. The fees below are set by the fund manager and are the same as investing with them directly.

Fee

Amount

What it means

Estimated annual fund charge

1.35% p.a.

Includes management and administration fees, deducted from the fund.

Performance fee

None

This fund doesn’t charge a performance fee.

Buy/sell spread

0% / 0%

A cost applied when you buy or sell units.

InvestNow account fees

None

No account or administration fees.

Fund documents

Read the Product Disclosure Statement and other fund information before you invest.

Product Disclosure Statement

PDF

Download

About the manager

Pathfinder

Pathfinder has five managed funds on the InvestNow platform — including a diversified fund, a listed property fund, international and Australasian equity funds, and an InvestNow KiwiSaver Scheme option.

Learn more about Pathfinder, their investment options available to InvestNow customers plus access their latest news & updates.

View Pathfinder