Fisher Funds Policies | Fisher Funds

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

Fisher Funds Conflicts of Interest Policy

Fisher Funds Proxy Voting Policy

Fisher Funds Unit Pricing and Valuation Policy

Fisher Funds Unlisted and Suspended Securities Policy

Fisher Funds Responsible Investment Policy

Fisher Funds Liquidity Risk Management Policy

Fisher Funds Portfolio Trading Policy

Client Service Charter

View our Client Service Charter here.

Complaints

View our complaints process here.

Privacy Policy

View our privacy policy here.

Terms and Conditions

View our digital platforms Terms and Conditions here.

Board and Committee Charters

Fisher Funds' Board use committees to enhance its effectiveness in key areas while still retaining board responsibility. Board sub-committee allow us to use our director’s particular skills, knowledge and experience to our best advantage and we find that more can be achieved in this way.

The committees regularly review and assess Fisher Funds' policies and governance practices to identify opportunities for enhancement and to ensure that they reflect the highest standards of ethical conduct in Fisher Funds' operations and culture.

Fisher Funds Board Charter

Fisher Funds Audit and Risk Committee Charter

Fisher Funds Investment Strategy Committee Charter

Fisher Funds Nominations Committee Charter

Fisher Funds Remuneration Committee Charter

Fisher Funds ESG Committee Charter

Disclaimer: Fisher Funds means Fisher Funds Management Limited ("Fisher Funds"). Fisher Funds Management Limited is the issuer of the Fisher Funds KiwiSaver Plan, Fisher Funds Managed Funds, Premium Service, Fisher Funds Investment Funds, LifeSaver Plan, and Investment Series. A PDS for each of the financial products is available here and also on the relevant scheme's offer register entry at disclose-register.companiesoffice.govt.nz/. Fisher Funds Professional investment advice should be taken before making an investment. A disclosure statement is available from your adviser, on request and free of charge.

Fund performance figures do not include entry fees, exit fees, or any other fees associated with buying or selling units in the fund, or tax, but do include any tax credits applicable to the funds since October 2007. Information, calculations, and any opinions on this website are based upon sources believed reliable, but Fisher Funds, its officers and directors make no representations as to their accuracy or completeness. All opinions reflect our judgment on the date of communication and are subject to change without notice. Please note that past performance is not necessarily indicative of future returns. Returns can be positive or negative, and returns over different time periods may vary. No returns are promised or guaranteed.

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