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ManagedFunds.nz

FMA-registered Managed Investment Scheme

Pathfinder Managed Investment Scheme

Scheme number: SCH10778

Funds tracked
5
Brand manager
Pathfinder
Legal issuer
Pathfinder Asset Management Limited
FMA Disclose register · SCH10778 OFR10780 — Pathfinder Investment Funds

Diversified Funds

Aggressive, growth, balanced and conservative one-stop funds.

1 fund
Pathfinder Ethical Growth Fund
PIE · capped at PIR (max 28%) Responsible / ethical growth

Australasian Equities

NZ and Trans-Tasman shares — active, index and ETF wrappers.

1 fund
Pathfinder Ethical Trans-Tasman Fund
PIE · capped at PIR (max 28%) Responsible / ethical

International Equities

Global, US, Europe, Asia, emerging markets and thematic.

2 funds
Pathfinder Global Responsibility Fund
PIE · capped at PIR (max 28%) Responsible / ethical
Pathfinder Global Water Fund
PIE · capped at PIR (max 28%) Responsible / ethical Thematic

Listed Property

NZ, Australian and global REITs.

1 fund
Pathfinder Global Property Fund
PIE · capped at PIR (max 28%)

About this scheme

  • A Managed Investment Scheme (MIS) is the legal vehicle defined under the Financial Markets Conduct Act 2013. Every NZ retail managed fund operates as part of a registered MIS.
  • The scheme is overseen by a licensed Supervisor (independent entity holding scheme assets in trust) and managed by the Manager (charging fees and making investment decisions).
  • The FMA Disclose register holds the scheme's PDS, SIPO, OMI, Quarterly Fund Updates and full-portfolio holdings disclosures — link above.
  • See the glossary entry for MIS for the full definition.

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