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pathfinder — Statement of Investment Policy and Objectives

Document dated 2026-03-31 (quarter ending 2026-03-31). 1 source document on file.

Investment mandate: target asset allocation per fund, permitted investments, ESG / exclusion list, manager mandate, rebalancing + liquidity policy. Source: FMA Disclose register.

This filing is the Statement of Investment Policy and Objectives (SIPO) for the pathfinder KiwiSaver scheme as at 31 March 2026. It sets out the scheme-level investment mandate, including target asset allocation across the 4 scheme funds, permitted investment types, environmental and social governance exclusions, and rebalancing policy. This document is filed with the Financial Markets Authority and forms part of the public Disclose register.

As at 31 March 2026, the pathfinder scheme operated 4 KiwiSaver scheme funds under this investment policy framework. The SIPO outlines how each fund's assets are allocated across investment classes and the criteria governing ongoing investment decisions. Past performance is not a reliable indicator of future returns.

Source documents

AI · API · Markdown

Machine-readable surface

Every fund page on FundCompare ships with structured JSON and a plain-markdown summary alongside the HTML — so LLMs, MCP clients, and analysts can cite the same regulator-sourced data the page renders. Source documents come from FMA Disclose, IRD, and Sorted Fund Finder.

Identifiers

Scheme
pathfinder
Period
2026-03-31
Document type
SIPO
Source PDFs
1

Endpoints for pathfinder SIPO 2026-Q1

GET/api/provider/pathfinder/facts.jsonapplication/jsonProvider-level facts including every fund this scheme operates.
GET/api/provider/pathfinder/summary.mdtext/markdownProvider-level summary (markdown for LLMs).

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Quick examples

cURL

curl -s "https://fundcompare.co.nz/api/provider/pathfinder/facts.json" | jq .

Python

import requests
data = requests.get("https://fundcompare.co.nz/api/provider/pathfinder/facts.json").json()
print(data["fund_name" if "fund" == "fund" else "name"])

MCP (Claude Desktop / ChatGPT)

# Claude Code (CLI):
claude mcp add --transport http fundcompare https://fundcompare.co.nz/mcp

# Cursor / Cline / Continue (settings JSON):
{ "mcpServers": { "fundcompare": { "url": "https://fundcompare.co.nz/mcp" } } }

# Claude Desktop (UI): Settings → Connectors → Add custom connector
#   URL: https://fundcompare.co.nz/mcp

# Claude Desktop via JSON (uses npx mcp-remote bridge):
{ "mcpServers": { "fundcompare": {
  "command": "npx", "args": ["-y", "mcp-remote", "https://fundcompare.co.nz/mcp"]
} } }

# Tools: search_funds, get_fund, get_provider, get_qfu_filing — anonymous, free.
Open MarkdownOpen Facts JSONCanonical HTML

FundCompare is not a Financial Advice Provider. Data is sourced from FMA Disclose, IRD, and Sorted Fund Finder. The endpoints above are free, public, and cached for one hour. KiwiSaver® is a registered trademark of Inland Revenue.

FundCompare is not a Financial Advice Provider. Statement of Investment Policy and Objectivess are filed with the FMA Disclose register and are the authoritative source for scheme-level data. KiwiSaver® is a registered trademark of Inland Revenue.

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