Forms & Documents for
    Fisher Funds Investment Funds

    Fisher Funds Investment Funds (formerly Kiwi Wealth Managed Funds) is no longer accepting new clients. For another option, find out more about Fisher Funds Managed Funds here.

    Switch Applications & Withdrawal RequestsPlease note — any switch applications or withdrawal requests received after 12pm will not be processed until the next working day. A change to how your funds are invested, or a withdrawal, will usually take around four business days to be completed. In certain unusual circumstances, withdrawals may take up to 15 business days to pay.

    Product Disclosure Statement
    Investment Funds Product Disclosure Statement
    Quarterly Fund Updates
    June 2024
    Investment Funds Conservative Fund Update June 2024
    Investment Funds Balanced Fund Update June 2024
    Investment Funds Growth Fund Update Growth June 2024
    Forms
    Investment Funds Changing Investments Form
    Investment Funds Direct Debit Form
    Investment Funds Withdrawals Form
    Investment Funds Transfer Form
    Investment Funds Third Party Access Request
    Deceased Member Withdrawal Form (Non-KiwiSaver)
    Annual Reports
    Fisher Funds Investment Funds Financial Statements 2024
    Fisher Funds Investment Funds Annual Report 2024
    Other Material Information
    Fisher Funds Investment Funds Other Material Information
    SIPO
    Investment Funds SIPO
    Governing Documents & Deeds
    Investment Funds Master Trust Deed
    Investment Funds Conservative Fund Establishment Deed
    Investment Funds Balanced Fund Establishment Deed
    Investment Funds Growth Fund Establishment Deed
    Holdings
    Investment Funds Conservative Fund Full Portfolio Holdings
    Investment Funds Balanced Fund Full Portfolio Holdings
    Investment Funds Growth Fund Full Portfolio Holdings
    Climate Statements
    Fisher Funds Investment Funds Climate Statement