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The final Smart Investor Webinar of 2021 - 4pm, 9 December

Cath Lomax, Chief Client Officer, will be facilitating this session with Ashley Gardyne, Chief Investment Officer, and our Senior Portfolio Managers. They will share portfolio updates, key trends and lessons learned from 2021, and what could be in store for 2022.

Register here

To view our latest awards, click here

2020

      • SuperRatings - Fisher Funds KiwiSaver Scheme - Platinum Rating
      • SuperRatings - Fisher Funds KiwiSaver TWO Scheme - Platinum Rating
      • INFINZ - Fund Manager of the Year - Bonds - Winner
      • INFINZ - Fund Manager of the Year - Equities - Finalist
      • Consumer NZ People's Choice Award - Fisher Funds KiwiSaver Scheme - Winner
      • CRM Contact Centre Awards 2020 - First place in Web/Email Customer Service in New Zealand
      • CRM Contact Centre Awards 2020 -  First place for Outbound B2C calling in New Zealand (less than 50 seats)
      • CRM Contact Centre Awards 2020 - Live Chat - First place for Live Chat in New Zealand
      • CRM Contact Centre Awards 2020 - Most outstanding Outbound Representative - Philip Tong
      • CRM Contact Centre Awards 2020 - Most outstanding Customer Service Representative - Sheshan Dimbulane

2019

      • SuperRatings - Fisher Funds KiwiSaver Scheme - Platinum Rating
      • SuperRatings - Fisher Funds KiwiSaver TWO Scheme - Platinum Rating
      • Good Returns Powered by Research IP Awards - Fund Manager of The Year - Winner
      • Good Returns Powered by Research IP Awards - Australasian Fixed Interest Sector - Winner
      • Good Returns Powered by Research IP Awards - Adviser Choice for Equity Fund of the Year - Winner
      • Good Returns Powered by Research IP Awards - Diversified Funds- Finalist
      • Good Returns Powered by Research IP Awards - Australian Equities - Finalist
      • Good Returns Powered by Research IP Awards - Global Equities - Finalist
      • Good Returns Powered by Research IP Awards - Global Property and Infrastructure - Finalist
      • Zenith FundSource Awards - International Property - Winner
      • Zenith FundSource Awards - Kiwisaver Manager of the Year - Finalist
      • Zenith FundSource Awards - New Zealand Equities - Finalist
      • Zenith FundSource Awards - International Equities - Finalist
      • Zenith FundSource Awards - Fund Manager of the Year - Finalist
      • INFINZ - Fund Manager of the Year - Bonds - Winner
      • INFINZ - Fund Manager of the Year - Equities - Finalist
      • CRM Contact Centre Awards 2019 - Financial Services Support - First place
      • CRM Contact Centre Awards 2019 - Channel Awards - First place in New Zealand for email customer service
      • CRM Contact Centre Awards 2019 - Outbound Awards - Gold for second place outbound business to consumer calling in New Zealand
      • CRM Contact Centre Awards 2019 - Supreme Awards - Gold for second place Contact Centre in New Zealand (less than 50 seats)
      • CRM Contact Centre Awards 2019 - Live Chat - Diamond Award for first place Live Chat in New Zealand
      • CRM Contact Centre Awards 2019 - Most outstanding Customer Service Representative - Elliott Young

2018

      • INFINZ - Fund Manager of the Year - Bonds - Finalist
      • FundSource Awards - KiwiSaver Manager of the Year - Finalist
      • FundSource Awards - International Property Sector - Finalist
      • CRM Contact Centre Awards 2018 - Financial Services Support - First place
      • CRM Contact Centre Awards 2018 - Outbound Awards - Silver for third place outbound business to consumer calling in New Zealand
      • CRM Contact Centre Awards 2018 - Supreme Awards - Silver for third place Contact Centre in New Zealand (less than 50 seats)
      • CRM Contact Centre Awards 2018 - Live Chat - Diamond Award for first place Live Chat in New Zealand

2017

      • FundSource Awards - Global Property Sector - Winner
      • CRM Contact Centre Awards 2017 - Financial Services Support - Finalist
      • CRM Contact Centre Awards 2017 - Live Chat - Silver Award for third place Live Chat in New Zealand
      • CRM Contact Centre Awards 2017 - Most outstanding Customer Service Representative - Sarah Langton

2016

2014

      • FundSource Fund Manager of the Year — NZ Equities
      • FundSource Fund Manager of the Year — International Fixed Interest
      • FundSource Fund Manager of the Year — Finalist
      • FundSource Boutique Manager of the Year — Finalist
      • Morningstar Fund Manager of the Year — KiwiSaver — Finalist
      • Morningstar Fund Manager of the Year — Domestic Equities — Finalist
      • IFINZ Fund Manager of the Year — Bonds — Finalist

2013

      • FundSource Fund Manager of the Year — NZ Equities
      • INFINZ Fund Manager of the Year — Finalist — Equities Award
      • Morningstar Fund Manager of the Year — Domestic Equities
      • Morningstar Fund Manager of the Year — KiwiSaver — Finalist
      • Morningstar New Zealand Fund Manager of the Year — Finalist

2012

      • Morningstar Fund Manager of the Year — Domestic Equities
      • FundSource Fund Manager of the Year — NZ Equity

2010

      • Workplace Savings NZ People’s Choice Award for best KiwiSaver Communicator
      • Morningstar Fund Manager of the Year — Finalist
      • Morningstar Fund Manager of the Year — KiwiSaver New Zealand — Finalist
      • Morningstar Fund Manager of the Year — International Equities — Finalist

2007

      • FundSource NZ Equity Fund Manager of the Year

2006

      • Morningstar Fund Manager of the Year — Domestic Equities

2005

      • Morningstar Fund Manager of the Year — Domestic Equities

2004

      • Morningstar Fund Manager of the Year — Domestic Equities

2003

      • FundSource NZ Equity Fund Manager of the Year
      • Morningstar Fund Manager of the Year — Domestic Equities — Finalist

2002

    • FundSource NZ Equity Fund Manager of the Year

INFINZ Fund Manager of the Year - Bonds

2020 INFINZ Fund Manager of the Year: Head of Fixed Income David McLeish (right) is pictured with TR Group CFO Blair Walter


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