Pathfinder Asset Management is an ethical New Zealand-based fund manager established in 2009.
Pathfinder was founded by John Berry and Paul Brownsey, initially offering thematic/sector specific equity funds, before broadening out into global equities and multi-asset products. Pathfinder Asset Management is a sister company to Helm Wealth Advisory, Salt Funds Management and Octagon Asset Management
Launched in 2020 and awarded Best New Ethical Fund 2021 by Mindful Money, this diversified fund is filled with different asset and company types, geographies and sectors that align with our ethical investment policy. It has a targeted allocation of 30% to income assets with the remaining 70% allocated to growth assets, including Australasian and International equities, as well as private equity. The ethical strategy includes broad sector and company exclusions, while seeking ESG thematics. Notable investments include a strong range of renewable energy companies and the Women’s Livelihood Bond, issued to advance gender equality through investing in women-owned and led enterprises.
Investing shapes the world we live in, Pathfinder’s out to shape a better one. Pathfinder is an active manager who invests ethically, and they do this by avoiding harm, considering ESG metrics, and positive investment tilts such as renewable energy and community housing. They’re active owners who educate and engage where possible to deepen the impact they can have at a company and community level.
They’re all about balance; they support their investors to feel good about maximising their wealth, and saving for their future, while avoiding harmful investments and tilting towards positive ones. Win, win!
This summary is provided for general information purposes only. The information provided is not intended to be financial advice. The information provided is given in good faith and has been prepared from sources believed to be accurate and complete as at the date of issue, but such information may be subject to change. Amova Asset Management New Zealand Limited is the manager of the GoalsGetter KiwiSaver Scheme. A copy of the Product Disclosure Statements for the GoalsGetter KiwiSaver Scheme are available here.
*Information above is as at 1 September 2025
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