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Product Disclosure Statement
Investment Funds Product Disclosure Statement
Download
Quarterly Fund Updates
September 2024
Investment Funds Conservative Fund Update September 2024
Download
Investment Funds Balanced Fund Update September 2024
Download
Investment Funds Growth Fund Update September 2024
Download
Forms
Investment Funds Changing Investments Form
Download
Investment Funds Direct Debit Form
Download
Investment Funds Withdrawals Form
Download
Investment Funds Transfer Form
Download
Investment Funds Third Party Access Request
Download
Deceased Member Withdrawal Form (Non-KiwiSaver)
Download
Annual Reports
Fisher Funds Investment Funds Financial Statements 2024
Download
Fisher Funds Investment Funds Annual Report 2024
Download
Other Material Information
Fisher Funds Investment Funds Other Material Information
Download
SIPO
Investment Funds SIPO
Download
Governing Documents & Deeds
Investment Funds Master Trust Deed
Download
Investment Funds Conservative Fund Establishment Deed
Download
Investment Funds Balanced Fund Establishment Deed
Download
Investment Funds Growth Fund Establishment Deed
Download
Holdings
Investment Funds Conservative Fund Full Portfolio Holdings
Download
Investment Funds Balanced Fund Full Portfolio Holdings
Download
Investment Funds Growth Fund Full Portfolio Holdings
Download
Climate Statements
Fisher Funds Investment Funds Climate Statement
Download
Quarterly Fund Updates
September 2023
FuturePlan Balanced Investment Fund Update September 2023
Download
FuturePlan Capital Protected Investment Fund Update September 2023
Download
FuturePlan Growth Investment Fund Update September 2023
Download
FuturePlan International Companies Investment Fund Update September 2023
Download
FuturePlan Trans Tasman Equities Investment Fund Update September 2023
Download
Forms
FuturePlan Direct Debit Authority Form
Download
Direct Debit Amendment/Cancellation Form
Download
FuturePlan Investment Switch Form
Download
FuturePlan Withdrawal Request Form
Download
Deceased Member Withdrawal Form (Non-KiwiSaver)
Download
Prescribed Investor Rate (PIR) Form
Download
Appointment of Financial Adviser Form
Download
Annual Reports
Fisher Funds FuturePlan Financial Statements for the year ended 30 September 2023
Download
Fisher Funds FuturePlan Annual Report for the year ended 30 September 2023
Download
Governing Documents & Deeds
FuturePlan Governing Document
Download
SIPO
Fisher Funds FuturePlan SIPO
Download
Quarterly Fund Updates
September 2024
BondPlus Fund Update September 2024
Download
CashPlus Fund Update September 2024
Download
Global Fund Update September 2024
Download
New Zealand Fixed Income Trust Fund Update September 2024
Download
Trans Tasman Equity Trust Fund Update September 2024
Download
Product Disclosure Statement
Investment Series Product Disclosure Statement
Download
Forms
Investment Series Direct Debit Authority Form
Download
Direct Debit Amendment/Cancellation Form
Download
Investment Series Investment Switch Form
Download
Investment Series Withdrawal Request Form
Download
Investment Series Entity Withdrawal Request Form
Download
Prescribed Investor Rate (PIR) Form
Download
Additional Account Owner or Signatory Form
Download
Appointment of Financial Adviser Form
Download
Deceased Member Withdrawal Form (Non-KiwiSaver)
Download
Third Party Access Request Form
Download
Certificate of Non-revocation
Download
Annual Reports
Fisher Funds Investment Series Financial Statements for the year ended 31 March 2024
Download
Fisher Funds Investment Series Annual Report for the year ended 31 March 2024
Download
Other Material Information
Fisher Funds Investment Series Other Material Information
Download
Governing Documents & Deeds
Fisher Funds Investment Series Governing Document
Download
SIPO
Fisher Funds Investment Series SIPO
Download
Climate Statements
Fisher Funds Investment Series Climate Statement
Download
Quarterly Fund Updates
September 2024
LifeSaver Plan Preservation Fund Update September 2024
Download
LifeSaver Plan New Zealand Fixed Income Fund Update September 2024
Download
LifeSaver Plan Conservative Fund Update September 2024
Download
LifeSaver Plan Balanced Fund Update September 2024
Download
LifeSaver Plan Growth Fund Update September 2024
Download
LifeSaver Plan Equity Fund Update September 2024
Download
LifeSaver Plan Trans Tasman Equity Fund Update September 2024
Download
Product Disclosure Statement
LifeSaver Plan Product Disclosure Statement
Download
Forms
LifeSaver Plan Direct Debit Authority Form
Download
Direct Debit Amendment/Cancellation Form
Download
LifeSaver Plan Investment Switch Form
Download
LifeSaver Plan Withdrawal Request Form
Download
LifeSaver Plan First Home Withdrawal Form
Download
LifeSaver Plan Significant Financial Hardship Withdrawal Form
Download
LifeSaver Plan NZRDA – Location Transfer Form
Download
LifeSaver Plan Employer Authorised Signatories Form
Download
Prescribed Investor Rate (PIR) Form
Download
Appointment of Financial Adviser Form
Download
Third Party Access Request Form
Download
Certificate of Non-revocation
Download
Annual Reports
Fisher Funds LifeSaver Plan Financial Statements for the year ended 31 March 2024
Download
Fisher Funds LifeSaver Plan Annual Report for the year ended 31 March 2024
Download
Other Material Information
Fisher Funds LifeSaver Plan Other Material Information
Download
Governing Documents & Deeds
Fisher Funds LifeSaver Plan Governing Document
Download
SIPO
Fisher Funds LifeSaver Plan SIPO
Download
Climate Statements
Fisher Funds LifeSaver Plan Climate Statement
Download
Quarterly Fund Updates
September 2024
KiwiSaver Plan Cash Fund Update September 2024
Download
KiwiSaver Plan CashPlus Fund Update September 2024
Download
KiwiSaver Plan Default Conservative Fund Update September 2024
Download
KiwiSaver Plan Conservative Fund Update September 2024
Download
KiwiSaver Plan Default Fund Update September 2024
Download
KiwiSaver Plan Balanced Fund Update September 2024
Download
KiwiSaver Plan Growth Fund Update September 2024
Download
Product Disclosure Statement
KiwiSaver Plan Product Disclosure Statement
Download
Forms
KiwiSaver Plan Retirement Withdrawal Form
Download
KiwiSaver Plan Subsequent Retirement Withdrawal Form
Download
KiwiSaver Plan First Home or Qualifying Previous Home Owner Withdrawal Form
Download
KiwiSaver Plan Significant Hardship Withdrawal Form
Download
KiwiSaver Plan Serious Illness Withdrawal Form
Download
KiwiSaver Plan Life-Shortening Congenital Condition Withdrawal Form
Download
KiwiSaver Plan Deceased Member Withdrawal Form
Download
KiwiSaver Plan Australian Superannuation Retirement Withdrawal Form
Download
KiwiSaver Plan Foreign Superannuation Taxation Withdrawal Form
Download
KiwiSaver Plan Investment Switch
Download
KiwiSaver Plan Direct Debit Form
Download
KiwiSaver Plan Statutory Declaration Form
Download
KiwiSaver Plan Third Party Access Request
Download
KiwiSaver Plan NZ Superannuation Scheme Transfer (non-KiwiSaver)
Download
KiwiSaver Plan Permanent Emigration Excluding to Australia Withdrawal Form
Download
KiwiSaver Plan Trans Tasman Transfer Application
Download
Appointment of Financial Adviser Form
Download
Annual Reports
Fisher Funds KiwiSaver Plan Financial Statements 2024
Download
Fisher Funds KiwiSaver Plan Annual Report 2024
Download
Other Material Information
Fisher Funds KiwiSaver Plan Other Material Information
Download
SIPO
Fisher Funds KiwiSaver Plan SIPO
Download
Governing Documents & Deeds
KiwiSaver Plan Trust Deed
Download
Fisher Funds KiwiSaver Plan - Default Provider Instrument of Appointment Notice 2021
Download
Holdings
KiwiSaver Plan Cash Fund Full Portfolio Holdings
Download
KiwiSaver Plan CashPlus Fund Full Portfolio Holdings
Download
KiwiSaver Plan Default Conservative Fund Full Portfolio Holdings
Download
KiwiSaver Plan Conservative Fund Full Portfolio Holdings
Download
KiwiSaver Plan Default Fund Full Portfolio Holdings
Download
KiwiSaver Plan Balanced Fund Full Portfolio Holdings
Download
KiwiSaver Plan Growth Fund Full Portfolio Holdings
Download
Climate Statements
Fisher Funds KiwiSaver Plan Climate Statement
Download
Quarterly Fund Updates
September 2024
Property & Infrastructure Fund Update September 2024
Download
Income Fund Update September 2024
Download
New Zealand Growth Fund Update September 2024
Download
Australian Growth Fund Update September 2024
Download
International Growth Fund Update September 2024
Download
Conservative Fund Update September 2024
Download
Balanced Strategy 40/60 Fund Update September 2024
Download
Balanced Strategy 45/55 Fund Update September 2024
Download
Growth Fund Update September 2024
Download
Product Disclosure Statement
Fisher Funds Managed Funds Product Disclosure Statement
Download
Forms
Fisher Funds Managed Funds Direct Debit Authority Form
Download
Direct Debit Amendment/Cancellation Form
Download
Fisher Funds Managed Funds Investment Switch Form
Download
Managed Funds Withdrawal Request Form
Download
Managed Funds Entity Withdrawal Request Form
Download
Prescribed Investor Rate (PIR) Form
Download
Additional Account Owner or Signatory Form
Download
Appointment of Financial Adviser Form
Download
Third Party Access Request Form
Download
Deceased Member Withdrawal Form (Non-KiwiSaver)
Download
Certificate of Non-revocation
Download
Annual Reports
Fisher Funds Managed Funds Financial Statements for the year ended 31 March 2024
Download
Fisher Funds Managed Funds Annual Report for the year ended 31 March 2024
Download
Other Material Information
Fisher Funds Managed Funds Other Material Information
Download
Governing Documents & Deeds
Fisher Funds Premium Service Scheme and Fisher Funds Managed Funds Scheme Governing Document
Download
SIPO
Fisher Funds Managed Funds SIPO
Download
Fund Fact Sheet
Fisher Funds Managed Funds Fact Sheets
Download
Fisher Funds Managed Funds Mixed Asset Portfolio Funds Fact Sheet
Download
Income Fund Fact Sheet
Download
Property & Infrastructure Fund Fact Sheet
Download
New Zealand Growth Fund Fact Sheet
Download
Australian Growth Fund Fact Sheet
Download
International Growth Fund Fact Sheet
Download
Climate Statements
Fisher Funds Managed Funds Climate Statement
Download
Quarterly Fund Updates
September 2024
KiwiSaver Conservative Fund Update September 2024
Download
KiwiSaver Balanced Strategy Fund Update September 2024
Download
KiwiSaver Growth Fund Update September 2024
Download
KiwiSaver GlidePath Age 30 Fund Update September 2024
Download
KiwiSaver GlidePath Age 50 Fund Update September 2024
Download
KiwiSaver GlidePath Age 60 Fund Update September 2024
Download
KiwiSaver GlidePath Age 75 Fund Update September 2024
Download
Product Disclosure Statement
Fisher Funds KiwiSaver Scheme Product Disclosure Statement
Download
Forms
Serious Illness Withdrawal Form
Download
KiwiSaver Significant Financial Hardship Withdrawal Form
Apply online
/
Download
Permanent Emigration (excluding to Australia) Withdrawal Form
Download
First Home Buyer (or Qualifying Previous Home Owner) Withdrawal Form
Download
KiwiSaver Deceased Member Withdrawal Form
Download
Retirement Withdrawal Form
Download
Retirement Withdrawal Form - Members who signed up after 1 July 2019 and were 65 or over at the time
Download
Subsequent Retirement Withdrawal Form
Download
Australian Superannuation Retirement Withdrawal Form
Download
Life Shortening Congenital Condition Withdrawal Form
Download
Subsequent Life Shortening Congenital Condition Withdrawal Form
Download
Fisher Funds KiwiSaver Scheme Direct Debit Authority Form
Download
Direct Debit Amendment/Cancellation Form
Download
Trans Tasman Transfer Form (Transferring to Australia)
Download
NZ Superannuation Scheme Transfer Form
Download
Fisher Funds KiwiSaver Scheme Investment Switch Form
Download
Prescribed Investor Rate (PIR) Form
Download
Savings Suspension Request Form (employees)
Download
KiwiSaver Deduction Form
Download
Certificate of Non-revocation
Download
Power of Attorney Declaration Form
Download
Third Party Access Request Form
Download
KiwiSaver Preferred Provider Agreement
Download
Appointment of Financial Adviser Form
Download
Annual Reports
Fisher Funds KiwiSaver Scheme Financial Statements for the year ended 31 March 2024
Download
Fisher Funds KiwiSaver Scheme Annual Report for the year ended 31 March 2024
Download
Other Material Information
Fisher Funds KiwiSaver Scheme Other Material Information
Download
Governing Documents & Deeds
Fisher Funds KiwiSaver Scheme Governing Document
Download
SIPO
Fisher Funds KiwiSaver Scheme SIPO
Download
Fund Fact Sheet
Fisher Funds KiwiSaver Scheme Fact Sheet
Download
Climate Statements
Fisher Funds KiwiSaver Scheme Climate Statement
Download
Quarterly Fund Updates
September 2024
KiwiSaver TWO Preservation Fund Update September 2024
Download
KiwiSaver TWO Cash Enhanced Fund Update September 2024
Download
KiwiSaver TWO Conservative Fund Update September 2024
Download
KiwiSaver TWO Balanced Fund Update September 2024
Download
KiwiSaver TWO Growth Fund Update September 2024
Download
KiwiSaver TWO Equity Fund Update September 2024
Download
KiwiSaver TWO GlidePath Age 25 Fund Update September 2024
Download
KiwiSaver TWO GlidePath Age 40 Fund Update September 2024
Download
KiwiSaver TWO GlidePath Age 55 Fund Update September 2024
Download
KiwiSaver TWO GlidePath Age 65 Fund Update September 2024
Download
KiwiSaver TWO GlidePath Age 75 Fund Update September 2024
Download
Product Disclosure Statement
Fisher Funds TWO KiwiSaver Scheme Product Disclosure Statement
Download
Forms
Retirement Withdrawal Form
Download
Retirement Withdrawal Form - Members who signed up after 1 July 2019 and were 65 or over at the time
Download
First Home Buyer (or Qualifying Previous Home Owner) Withdrawal Form
Download
KiwiSaver Deceased Member Withdrawal Form
Download
Permanent Emigration (excluding to Australia) Withdrawal Form
Download
Serious Illness Withdrawal Form
Download
KiwiSaver Significant Financial Hardship Withdrawal Form
Apply online
/
Download
Subsequent Retirement Withdrawal Form
Download
Australian Superannuation Retirement Withdrawal Form
Download
Life Shortening Congenital Condition Withdrawal Form
Download
Subsequent Life Shortening Congenital Condition Withdrawal Form
Download
Fisher Funds TWO KiwiSaver Scheme Direct Debit Authority
Download
Direct Debit Amendment/Cancellation Form
Download
Prescribed Investor Rate (PIR) Form
Download
Fisher Funds TWO KiwiSaver Scheme Investment Switch Form
Download
NZ Superannuation Scheme Transfer
Download
Trans Tasman Transfer Form (Transferring to Australia)
Download
Third Party Access Request Form
Download
Certificate of Non-revocation
Download
Appointment of Financial Adviser Form
Download
Annual Reports
Fisher Funds TWO KiwiSaver Scheme Financial Statements for the year ended 31 March 2024
Download
Fisher Funds TWO KiwiSaver Scheme Annual Report for the year ended 31 March 2024
Download
Other Material Information
Fisher Funds TWO KiwiSaver Scheme Other Material Information
Download
Governing Documents & Deeds
Fisher Funds TWO KiwiSaver Scheme Governing Document
Download
SIPO
Fisher Funds TWO KiwiSaver Scheme SIPO
Download
Fund Fact Sheet
Fisher Funds TWO KiwiSaver Scheme Fact Sheet
Download
Climate Statements
Fisher Funds TWO KiwiSaver Scheme Climate Statement
Download
Quarterly Fund Updates
September 2024
Premium Property & Infrastructure Fund Update September 2024
Download
Premium Income Fund Update September 2024
Download
Premium New Zealand Fund Update September 2024
Download
Premium Australian Fund Update September 2024
Download
Premium International Fund Update September 2024
Download
Product Disclosure Statement
Premium Service Product Disclosure Statement
Download
Forms
Premium Service Direct Debit Authority Form
Download
Direct Debit Amendment/Cancellation Form
Download
Premium Service Investment Switch Form
Download
Premium Service Withdrawal Request Form
Download
Premium Service Entity Withdrawal Request Form
Download
Prescribed Investor Rate (PIR) Form
Download
Third Party Access Request Form
Download
Additional Account Owner or Signatory Form
Download
Deceased Member Withdrawal Form (Non-KiwiSaver)
Download
Certificate of Non-revocation
Download
Quarterly Fund Updates
Premium Service Quarterly Update - October 2024
Download
Premium Service Quarterly Update - July 2024
Download
Premium Service Quarterly Update - March 2024
Download
Premium Service Quarterly Update - December 2023
Download
Premium Service Quarterly Update - October 2023
Download
Annual Reports
Fisher Funds Premium Service Financial Statements for the year ended 31 March 2024
Download
Fisher Funds Premium Service Annual Report for the year ended 31 March 2024
Download
Other Material Information
Fisher Funds Premium Service Other Material Information
Download
Governing Documents & Deeds
Fisher Funds Premium Service Scheme and Fisher Funds Managed Funds Scheme Governing Document
Download
SIPO
Fisher Funds Premium Service SIPO
Download
Fund Fact Sheet
Fisher Funds Premium Service Fact Sheet
Download
Climate Statements
Fisher Funds Premium Scheme Climate Statement
Download