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