Pathfinder KiwiSaver Plan
Managed by Pathfinder Asset Management Limited
Pathfinder Asset Management Limited operates the Pathfinder KiwiSaver Plan, which serves 13,052 members and manages $0.61 billion in assets. The scheme offers four funds within a KiwiSaver scheme, providing a range of investment options across different risk profiles to suit varying member circumstances and time horizons.
The scheme charges an average annual fee of 1.25% across its funds. Members can choose from Growth, Balanced, and Conservative fund types, allowing them to align their investment approach with their personal goals and risk tolerance. This type of scheme structure appeals to members seeking a straightforward selection of diversified investment options. This information is general in nature only and should not be construed as financial advice.
Summary written 28 October 2026; its figures may predate the key facts below, which are current.
Assets
$606M
Total value
Average Return
4.35%
Five year
Average Fee 💰
1.25%
One Year
Total Investors
13.1K
Across all funds
Pathfinder KiwiSaver Plan: key facts
- Scheme
- Pathfinder KiwiSaver Plan
- Managed by
- Pathfinder Asset Management Limited (FSP 34682)
- Funds
- 4
- Members (summed across funds)
- 13,052
- Funds under management
- $605.7M
- Share of the KiwiSaver money we track
- 0.4%
- Annual fee range
- 1.01% to 1.37%
- Oldest fund started
- 23 July 2019
Data as at 31 March 2026 for most funds (later where a newer quarterly fund update has been filed). Members are summed across funds, so a member in two funds counts twice.
Pathfinder KiwiSaver Plan funds by risk profile
- Conservative: 1 fund
- Balanced: 1 fund
- Growth: 2 funds
Highest five-year return in each fund type
| Fund type | Fund | 5-year return (a year) | Annual fee |
|---|---|---|---|
| Conservative | Pathfinder KiwiSaver Conservative Fund | 2.71% | 1.01% |
| Balanced | Pathfinder KiwiSaver Balanced Fund | 4.79% | 1.25% |
| Growth | Pathfinder KiwiSaver Growth Fund | 5.56% | 1.37% |
After fees and tax, among this provider's funds with a five-year record. Data as at 31 March 2026 for most funds (later where a newer quarterly fund update has been filed). Past performance is not a reliable indicator of future returns.
FUND NAME | RISK LEVEL | 5Y RETURN | FEE💰 | Value | Growth Assets | Start Date |
|---|---|---|---|---|---|---|
| Pathfinder KiwiSaver High Growth Fund | Growth | No 5-year average return figure held. Recorded fund start date 11 April 2025 is less than five years before March 2026. | 1.36% | $55M | 75% | 11-04-2025 |
| Pathfinder KiwiSaver Conservative Fund | Conservative | 2.71% | 1.01% | $28M | 12.85% | 23-07-2019 |
| Pathfinder KiwiSaver Growth Fund | Growth | 5.56% | 1.37% | $382M | 68.57% | 23-07-2019 |
| Pathfinder KiwiSaver Balanced Fund | Balanced | 4.79% | 1.25% | $141M | 49.24% | 23-07-2019 |
About “N/A” in return figures: it means no figure is held, not a return of zero. Of the 4 funds listed, 3 have a 5-year average return. Figures are drawn from fund disclosures on the FMA Disclose register, chiefly quarterly fund updates. Each fund shows the most recent figure held; the latest quarter broadly covered across all funds is March 2026. A fund too new to report a period has no figure for it; other gaps are figures not yet captured from the updates ingested so far.
Governance & relationships
- Manager
- PATHFINDER ASSET MANAGEMENT LIMITED(NZ Limited Company)
- FSP registration
- FSP FSP34682verify on FSPR ↗
- NZBN
- 9429032418927verify on NZBN ↗
Manager identity sourced from the most recent FMA-filed Quarterly Fund Update. See the cross-scheme manager relationships map to see whether this manager operates across multiple schemes.
FMA Disclose filings (4)
Quarterly Fund Updates, Product Disclosure Statements, SIPOs, and Annual Reports indexed from the FMA Disclose register. Click into a filing for the per-fund extracted data.
| Period | Type | Source PDFs | Status | Filing page |
|---|---|---|---|---|
| 2026-03-31 | SIPO | 1 PDF | Extracted | Open filing → |
| 2025-12-31 | SIPO | 1 PDF | Extracted | Open filing → |
| 2026-Q1 | QFU | 5 PDFs | Extracted | Open filing → |
| 2025-12-31 | PDS | 1 PDF | Pending | Open filing → |
Source: FMA Disclose register. Filings auto-refresh weekly via the FundCompare ingestion pipeline.
AI · API · Markdown
Machine-readable surfaceEvery provider 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
- Short name
- Pathfinder
- Funds operated
- 4
- Scheme(s)
- Pathfinder KiwiSaver Plan
Endpoints for Pathfinder Asset Management Limited
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data = requests.get("https://fundcompare.co.nz/api/provider/pathfinder/facts.json").json()
print(data["fund_name" if "provider" == "fund" else "name"])MCP (Claude Desktop / ChatGPT)
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# Cursor / Cline / Continue (settings JSON):
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# 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"]
} } }
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