Fisher Funds Policies and SIPOs

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Product Disclosure
Statements

Other Material
Information

Governing
Documents

Policies
& SIPOs

The following policies set the principles, rules, and guidelines for how we manage our schemes.

Fisher Funds KiwiSaver Scheme SIPO Fisher Funds TWO KiwiSaver Scheme SIPO Fisher Funds Managed Funds SIPO Fisher Funds Premium Service SIPO Fisher Funds Investment Series SIPO Fisher Funds LifeSaver Plan SIPO FuturePlan SIPO Broker Selection Policy Conflicts of Interest Policy Portfolio Trading Policy Proxy Voting Policy Soft Dollar Commission Policy Unit Pricing and Valuation Policy Unlisted and Suspended Securities Policy Responsible Investment Policy

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