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The Fisher Funds Individually Managed Account (IMA) Service is primarily an authorised financial adviser assisted means for comprehensively managing your investment portfolio.

Online access — clients and advisers Keen to learn more? Individually Managed Account Service Client Servicing and Monitoring Agreement

Online access —
clients and advisers

Keen to
learn more?

Client Servicing and
Monitoring Agreement


LOGIN HERE »


DOWNLOAD BROCHURE »


DOWNLOAD PDF »

Online access — clients and advisers

Online access — clients and advisers


LOGIN HERE »

Keen to learn more?

Keen to learn more?


DOWNLOAD BROCHURE »

Individually Managed Account Service Client Servicing and Monitoring Agreement

Client Servicing and
Monitoring Agreement


DOWNLOAD PDF »

Portfolio options

Two basic types of investment portfolios are offered: Model Portfolios and Customised Portfolios.

Our Model Portfolios

Our Model Portfolio Service Disclosure Statement describes how the Model Portfolios operate.

The Model Portfolios available are as follows. Please click on the name of the Model Portfolio to download the Investment Proposal for that particular Model Portfolio. The Investment Proposals provide information on the investment authority, investment strategy and objectives, asset allocations and fees of the Model Portfolios.

Your authorised financial adviser will help you choose the right Model Portfolio(s) to meet your individual investment objectives. The investments in each of the above Model Portfolios are chosen by us — we do the hard work for you.

Customised Portfolios

A Customised Portfolio is an individualised investment portfolio designed in consultation with your authorised financial adviser. It includes an external assets reporting service so you can include other assets you may own. Your authorised financial adviser will help you build the right Customised Portfolio to meet your individual investment objectives.

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