Diversified Funds

GoalsGetter Pathfinder Ethical Growth Fund

About the fund

An ethical portfolio invested in growth and income assets. The Fund undertakes ethical investing to achieve medium to high returns with a higher risk focus.

Risk Indicator (volatility)

Target Asset Allocation

Performance

GoalsGetter KiwiSaver Scheme
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Performance

at 30 June 2024
One month Three months One year Three years (p.a) Five years (p.a)
Fund performance1 1.88%
Appropriate Market Index (AMI)2 1.15%
  1. Returns are before tax and after the deduction of fees and expenses and including tax credits (if any).
  2. AMI: Bloomberg NZBond Credit 0+ year Index.

5 year cumulative performance $10,000 invested

Top 10 Holdings

Security Name Percentage
Pathfinder Ethical Growth Fund 99.41%
Cash and cash equivalents 0.59%