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.
Risk indicator for the CashPlus Fund:
Lower risk Higher riskThe 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.
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.
Risk indicator for the New Zealand Fixed Income Trust:
Lower risk Higher riskThe 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.
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.
Risk indicator for the BondPlus Fund:
Lower risk Higher riskThe 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.
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 companies.
Risk indicator for the Trans Tasman Equity Trust:
Lower risk Higher riskThe 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.
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 companies.
Risk indicator for the Global Fund:
Lower risk Higher riskThe 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.
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 a query
Email us
Our friendly team is here to help.
Postal address
Fisher Funds Management Limited,
Private Bag 93502, Takapuna,
Auckland 0740, New Zealand
