Fund referral
Switch your fund in 3 easy steps
Referral process
Name and email address
1 min
Complete application
Fill in the fund provider's application form
5 mins
Enjoy Mindful investing
Watch your money do good after your funds are moved for you
Done
We’ve worked closely with Mindful Fund providers to help you choose a fund that fits. In case you’re wondering why this referral form is needed, we use your details to attribute your switch with fund providers.
If you’d prefer to skip this referral process, you may proceed to the Pathfinder KiwiSaver Plan application directly.
You’re being referred to
Pathfinder KiwiSaver Balanced Fund
An ethical portfolio with a balance between growth assets and income assets. This Fund’s value is likely to fluctuate more than the Conservative Fund but less than the Growth Fund.
Pathfinder is a boutique fund manager based in Auckland. We started investing ethically in 2010, and now manage 9 funds, with our research and expertise focused on investing responsibly and ethically in global markets. We seek out companies actively making a positive difference and believe these kinds of companies also make better long-term financial investments. Investing ethically to us means making conscious choices for doing good with the money we manage. We want our investors to both do good and do well.
On the Pathfinder application form please select Mindful Money when they ask "How did you hear about us?"
Your details
Seeking further advice
Before investing, consider your investment aims, your values and your risk preferences. You should read the Product Disclosure Statement for the investment fund carefully. It contains the fund’s investment objectives, risks, fees and other information which you should know before investing.
This website has a list of the advisers in NZ that focus on providing ethical investment advice and meet Mindful Money’s standards for systems and capability.
You should contact an investment adviser before investing if you have questions or if you are unclear about the implications of your investment decision.