Fisher Institutional

    Our differentiated approach to investing has added significant value over the long‑term.

    An ongoing partnership with us ensures that the full range of resources and services of Fisher Funds are brought to bear, adding value over and above investment performance. We build partnerships that are based on mutual trust, respect, reciprocity and whanaungatanga.

    Why partner with Fisher Institutional?

    We are proudly majority owned (66%) by the Toi Foundation, which means that most of our profits go towards supporting community and charitable efforts which benefit local organisations and people to build a thriving, inclusive and equitable Taranaki.

    As a New Zealand based manager, we have a track record of over 24 years of successful investment behind us. The foundation that has built this success is our culture and our differentiated approach to investing.

    We have built the largest New Zealand based investment team. But size means nothing without culture. While this is hard to codify, evaluate and measure, it is an incredibly valuable intangible asset, which we pride ourselves on. Our culture has enabled our performance by encouraging diversity of thought, the sharing of ideas and transparency.

    Our offering

    Fisher Institutional offers unitised trusts that are available to qualifying wholesale investors. All vehicles are multi-rate PIEs for income tax purposes.

    The available wholesale investment funds are:
    • New Zealand Cash

    • New Zealand Fixed Interest

    • Global Bonds (three separate offerings: PIMCO, Wellington, Fisher Funds)

    • Property (directly held)

    • Listed Property & Infrastructure

    • Trans-Tasman Shares

    • Australian Shares

    • International Shares (three separate offerings: core hedged, core unhedged, select equities 50% hedged)

    • Balanced Fund

    Market insights

    In addition to comprehensive portfolio and performance reporting, we produce a quarterly investment commentary "Market Insights", which contains contributions from all our investment managers on the most relevant topics and covers all asset classes.

    Market Insights Second Quarter - June 2024
    Market Insights First Quarter - March 2024
    Market Insights Fourth Quarter - December 2023
    Market Insights Third Quarter - September 2023
    Market Insights Second Quarter - June 2023
    Market Insights First Quarter - March 2023
    Market Insights Fourth Quarter – December 2022
    Market Insights Third Quarter – September 2022
    Market Insights Second Quarter – June 2022
    Market Insights First Quarter – March 2022

    Our people

    At Fisher Funds, clear and transparent communication is one of the founding principles of the firm. This involves both our written material as well as attendance at Trustee and Investment Committee meetings. Our client service approach is dedicated, considered and strong and is combined with exceptional investment experience.

    We welcome the opportunity to attend investment review meetings, ensuring that the appropriate investment staff are available to discuss the market environment and performance along with the outlook and strategy of the portfolio.

    If you would like to discuss how Fisher Institutional can help your organisation, please contact Kate or Ashley.

      Fisher Institutional Online access

      Existing institutional clients can access their accounts online.

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