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Caresaver Conservative Fund

An ethical portfolio with a higher exposure to income assets and a lower exposure to growth assets. This Fund’s value is unlikely to fluctuate as much as the Balanced Fund or Growth Fund.

CareSaver is a KiwiSaver plan actively managed by Pathfinder Asset Management. We’ve been managing investments ethically for nearly a decade. This KiwiSaver plan is for Kiwis who care about investing wisely for their retirement as well as their community and the planet. 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.

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You should be prudent about your investment.

Investing involves risk. The value of investments can go down, as well as going up. You might lose some of your capital invested. The information provided on this website is not a recommendation to buy, sell or hold any financial products. Nothing on this page is financial advice for the purposes of the Financial Advisers Act 2008 and any associated regulations.

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 that are registered with the Responsible Investment Association of Australasia. You should contact an investment adviser before investing if you have questions or if you are unclear about the implications of your investment decision.