Product Disclosure Statement
Investment Funds Product Disclosure Statement
Quarterly Fund Updates
March 2025
Forms
Investment Funds Changing Investments Form
Investment Funds Direct Debit Form
Investment Funds Withdrawals Form
Investment Funds Transfer Form
Investment Funds Authorised Person Form
Deceased Member Withdrawal Form (Non-KiwiSaver)
Prescribed Investor Rate (PIR) Form
Annual Reports
Other Material Information
Investment Funds Other Material Information
SIPO
Investment Funds SIPO
Governing Documents & Deeds
Climate Statements
Fisher Funds Investment Funds Climate Statement
Quarterly Fund Updates
March 2025
KiwiSaver Scheme Conservative Fund Update March 2025
KiwiSaver Scheme Balanced Strategy Investment Update March 2025
KiwiSaver Scheme Growth Fund Update March 2025
KiwiSaver Scheme GlidePath Age 30 Investment Update March 2025
KiwiSaver Scheme GlidePath Age 50 Investment Update March 2025
KiwiSaver Scheme GlidePath Age 60 Investment Update March 2025
KiwiSaver Scheme GlidePath Age 75 Investment Update March 2025
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
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
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
Quarterly Fund Updates
March 2025
KiwiSaver Plan Cash Fund Update March 2025
KiwiSaver Plan CashPlus Fund Update March 2025
KiwiSaver Plan Default Conservative Fund Update March 2025
KiwiSaver Plan Conservative Fund Update March 2025
KiwiSaver Plan Default Fund Update March 2025
KiwiSaver Plan Balanced Fund Update March 2025
KiwiSaver Plan Growth Fund Update March 2025
KiwiSaver Plan Aggressive Fund Update March 2025
KiwiSaver Plan GlidePath Age 25 Investment Update March 2025
KiwiSaver Plan GlidePath Age 40 Investment Update March 2025
KiwiSaver Plan GlidePath Age 55 Investment Update March 2025
KiwiSaver Plan GlidePath Age 65 Investment Update March 2025
KiwiSaver Plan GlidePath Age 75 Investment Update March 2025
December 2024
KiwiSaver Plan Cash Fund Update December 2024
KiwiSaver Plan CashPlus Fund Update December 2024
KiwiSaver Plan Default Conservative Fund Update December 2024
KiwiSaver Plan Conservative Fund Update December 2024
KiwiSaver Plan Default Fund Update December 2024
KiwiSaver Plan Balanced Fund Update December 2024
KiwiSaver Plan Growth Fund Update December 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 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
Prescribed Investor Rate (PIR) Form
KiwiSaver Plan Statutory Declaration Form
Appointment of Financial Adviser Form
Annual Reports
Other Material Information
KiwiSaver Plan Other Material Information
SIPO
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
KiwiSaver Plan Aggressive Fund Full Portfolio Holdings
Fund Fact Sheet
KiwiSaver Plan Fund Fact Sheet
Climate Statements
Fisher Funds KiwiSaver Plan Climate Statement
Quarterly Fund Updates
March 2025
Conservative Fund Update March 2025
Balanced Strategy 40 60 Investment Update March 2025
Balanced Strategy 45 55 Investment Update March 2025
Growth Fund Update March 2025
Income Fund Update March 2025
New Zealand Growth Fund Update March 2025
Australian Growth Fund Update March 2025
International Growth Fund Update March 2025
Property & Infrastructure Fund Update March 2025
December 2024
Property & Infrastructure Fund Update December 2024
Income Fund Update December 2024
New Zealand Growth Fund Update December 2024
Australian Growth Fund Updates December 2024
International Growth Fund Update December 2024
Conservative Fund Update December 2024
Balanced Strategy 40/60 Fund Update December 2024
Balanced Strategy 45/55 Fund Update December 2024
Growth Fund Update December 2024
Product Disclosure Statement
Managed Funds Product Disclosure Statement
Forms
Fisher Funds Managed Funds Direct Debit Authority Form
Direct Debit Amendment/Cancellation Form
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
Managed Funds Other Material Information
Governing Documents & Deeds
Premium Service Scheme and Fisher Funds Managed Funds Scheme Governing Document
SIPO
Managed Funds SIPO
Fund Fact Sheet
Climate Statements
Managed Funds Climate Statement
Quarterly Fund Updates
March 2025
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
March 2025
KiwiSaver TWO Preservation Fund Update March 2025
KiwiSaver TWO Cash Enhanced Fund Update March 2025
KiwiSaver TWO Conservative Fund Update March 2025
KiwiSaver TWO Balanced Fund Update March 2025
KiwiSaver TWO Growth Fund Update March 2025
KiwiSaver TWO Equity Fund Update March 2025
KiwiSaver TWO GlidePath Age 25 Investment Update March 2025
KiwiSaver TWO GlidePath Age 40 Investment Update March 2025
KiwiSaver TWO GlidePath Age 55 Investment Update March 2025
KiwiSaver TWO GlidePath Age 65 Investment Update March 2025
KiwiSaver TWO GlidePath Age 75 Investment Update March 2025
December 2024
KiwiSaver TWO Preservation Fund Update December 2024
KiwiSaver TWO Cash Enhanced Fund Update December 2024
KiwiSaver TWO Conservative Fund Update December 2024
KiwiSaver TWO Balanced Fund Update December 2024
KiwiSaver TWO Growth Fund Update December 2024
KiwiSaver TWO Equity Fund Update December 2024
KiwiSaver TWO GlidePath Age 25 Fund Update December 2024
KiwiSaver TWO GlidePath Age 40 Fund Update December 2024
KiwiSaver TWO GlidePath Age 55 Fund Update December 2024
KiwiSaver TWO GlidePath Age 65 Fund Update December 2024
KiwiSaver TWO GlidePath Age 75 Fund Update December 2024
Forms
Retirement Withdrawal Form
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
March 2025
LifeSaver Plan Conservative Fund Update March 2025
LifeSaver Plan Balanced Fund Update March 2025
LifeSaver Plan Growth Fund Update March 2025
LifeSaver Plan Preservation Fund Update March 2025
LifeSaver Plan New Zealand Fixed Income Fund Update March 2025
LifeSaver Plan Trans Tasman Equity Fund Update March 2025
LifeSaver Plan Equity Fund Update March 2025
December 2024
LifeSaver Plan Preservation Fund Update December 2024
LifeSaver Plan New Zealand Fixed Income Fund Update December 2024
LifeSaver Plan Conservative Fund Update December 2024
LifeSaver Plan Balanced Fund Update December 2024
LifeSaver Plan Growth Fund Update December 2024
LifeSaver Plan Equity Fund Update December 2024
LifeSaver Plan Trans Tasman Equity Fund Update December 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
September 2024
FuturePlan Balanced Investment Fund Update September 2024
FuturePlan Capital Protected Investment Fund Update September 2024
FuturePlan Growth Investment Fund Update September 2024
FuturePlan International Companies Investment Fund Update September 2024
FuturePlan Trans Tasman Equities Investment Fund Update September 2024
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
