Investment Options for the
    Fisher Funds Investment Series

    The Funds can be used on their own to provide exposure to a specific asset class, or in conjunction with each other to create a diversified investment portfolio.

    CashPlus Fund

    Summary of investment objectives and strategy

    Aims to provide stable returns and reduce the potential of capital loss over the short to medium term by investing in New Zealand cash and New Zealand short term fixed interest assets.

    Suggested minimum timeframe
    --
    Risk indicator
    1
    7

    Risk indicator for the CashPlus Fund:

    Lower risk Higher risk
    1
    2
    3
    4
    5
    6
    7
    Potential lower returnsPotential higher returns

    The risk indicator is rated from 1 (low) to 7 (high). The rating reflects how much the value of the fund’s assets goes up and down (volatility). A higher risk generally means higher potential returns over time, but more ups and downs along the way.

    Annualised 5-year return
    1.9%
    Annual fund charge
    0.69%
    Who is the fund suitable for?

    A short term or naturally cautious investor:

    • Looking to make a withdrawal within 12 months
    • Most interested in low volatility of returns over achieving potential higher returns There is no minimum timeframe for this fund

    New Zealand Fixed Income Trust

    Summary of investment objectives and strategy

    Aims to provide stable returns over the long term by investing in New Zealand fixed interest assets.

    Suggested minimum timeframe
    Four years
    Risk indicator
    1
    3
    7

    Risk indicator for the New Zealand Fixed Income Trust:

    Lower risk Higher risk
    1
    2
    3
    4
    5
    6
    7
    Potential lower returnsPotential higher returns

    The risk indicator is rated from 1 (low) to 7 (high). The rating reflects how much the value of the fund’s assets goes up and down (volatility). A higher risk generally means higher potential returns over time, but more ups and downs along the way.

    Annualised 5-year return
    -0.4%
    Annual fund charge
    0.96%
    Who is the fund suitable for?

    A short term or naturally cautious investor:

    • Looking to make a withdrawal within the short term
    • Values lower volatility of returns over achieving potential higher returns

    While this fund is designed to be conservative in nature, in times of heightened market volatility the value of your investment may go up or down.

    BondPlus Fund

    Summary of investment objectives and strategy

    Aims to provide stable returns over the long term by investing in international fixed interest assets.

    Suggested minimum timeframe
    Four years
    Risk indicator
    1
    3
    7

    Risk indicator for the BondPlus Fund:

    Lower risk Higher risk
    1
    2
    3
    4
    5
    6
    7
    Potential lower returnsPotential higher returns

    The risk indicator is rated from 1 (low) to 7 (high). The rating reflects how much the value of the fund’s assets goes up and down (volatility). A higher risk generally means higher potential returns over time, but more ups and downs along the way.

    Annualised 5-year return
    -0.7%
    Annual fund charge
    1.2%
    Who is the fund suitable for?

    A short term or naturally cautious investor:

    • Looking to make a withdrawal within the short to medium term
    • Values lower volatility of returns over achieving potential higher returns

    While this fund is designed to be conservative in nature, in times of heightened market volatility the value of your investment may go up or down.

    Trans Tasman Equity Trust

    Summary of investment objectives and strategy

    Focuses on growth of your investment over the long term by investing in Australasian shares.

    Suggested minimum timeframe
    Ten years
    Risk indicator
    1
    6
    7

    Risk indicator for the Trans Tasman Equity Trust:

    Lower risk Higher risk
    1
    2
    3
    4
    5
    6
    7
    Potential lower returnsPotential higher returns

    The risk indicator is rated from 1 (low) to 7 (high). The rating reflects how much the value of the fund’s assets goes up and down (volatility). A higher risk generally means higher potential returns over time, but more ups and downs along the way.

    Annualised 5-year return
    8.0%
    Annual fund charge
    1.64%
    Who is the fund suitable for?

    A long term investor:

    • Can tolerate significant volatility of returns in the expectation of potential higher returns
    • Has time on their side

    Global Fund

    Summary of investment objectives and strategy

    Focuses on growth of your investment over the long term by investing in international shares.

    Suggested minimum timeframe
    Ten years
    Risk indicator
    1
    6
    7

    Risk indicator for the Global Fund:

    Lower risk Higher risk
    1
    2
    3
    4
    5
    6
    7
    Potential lower returnsPotential higher returns

    The risk indicator is rated from 1 (low) to 7 (high). The rating reflects how much the value of the fund’s assets goes up and down (volatility). A higher risk generally means higher potential returns over time, but more ups and downs along the way.

    Annualised 5-year return
    10.6%
    Annual fund charge
    1.64%
    Who is the fund suitable for?

    A long term investor:

    • Can tolerate significant volatility of returns in the expectation of potential higher returns
    • Has time on their side

    Here's how you can contact us

    • Email us

      Our friendly team is here to help.

      Email us a query
    • Give us a call

      Mon-Fri from 8.30am to 5.00pm.

      0508 347 437

      +64 9 445 3377

    • Postal address

      Fisher Funds Management Limited,

      Private Bag 93502, Takapuna,

      Auckland 0740, New Zealand

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      Or call +64 27 262 9802