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Fisher Funds KiwiSaver Scheme

Forms & Documents for
Fisher Funds KiwiSaver Scheme

Fisher Funds KiwiSaver Scheme

Quarterly Fund Updates
March 2022
KiwiSaver Conservative Fund Update March 2022|Download
  223 kB
KiwiSaver Growth Fund Update March 2022|Download
  223 kB
KiwiSaver Balanced Strategy Fund Update March 2022|Download
  223 kB
KiwiSaver GlidePath age 30 Fund Update March 2022|Download
  219 kB
KiwiSaver GlidePath age 50 Fund Update March 2022|Download
  223 kB
KiwiSaver GlidePath age 60 Fund Update March 2022|Download
  223 kB
KiwiSaver GlidePath age 75 Fund Update March 2022|Download
  222 kB
December 2021
KiwiSaver Conservative Fund Update December 2021|Download
  223 kB
KiwiSaver Growth Fund Update December 2021|Download
  224 kB
KiwiSaver Balanced Strategy Fund Update December 2021|Download
  224 kB
KiwiSaver GlidePath age 30 Fund Update December 2021|Download
  219 kB
KiwiSaver GlidePath age 50 Fund Update December 2021|Download
  222 kB
KiwiSaver GlidePath age 60 Fund Update December 2021|Download
  223 kB
KiwiSaver GlidePath age 75 Fund Update December 2021|Download
  223 kB
September 2021
KiwiSaver Conservative Fund Update September 2021|Download
  222 kB
KiwiSaver Growth Fund Update September 2021|Download
  223 kB
KiwiSaver Balanced Strategy Fund Update September 2021|Download
  224 kB
KiwiSaver GlidePath age 30 Fund Update September 2021|Download
  219 kB
KiwiSaver GlidePath age 50 Fund Update September 2021|Download
  223 kB
KiwiSaver GlidePath age 60 Fund Update September 2021|Download
  222 kB
KiwiSaver GlidePath age 75 Fund Update September 2021|Download
  222 kB
June 2021
KiwiSaver Conservative Fund Update June 2021|Download
  222 kB
KiwiSaver Growth Fund Update June 2021|Download
  223 kB
KiwiSaver Balanced Strategy Fund Update June 2021|Download
  223 kB
KiwiSaver GlidePath age 30 Fund Update June 2021|Download
  219 kB
KiwiSaver GlidePath age 50 Fund Update June 2021|Download
  222 kB
KiwiSaver GlidePath age 60 Fund Update June 2021|Download
  222 kB
KiwiSaver GlidePath age 75 Fund Update June 2021|Download
  221 kB
March 2021
KiwiSaver Conservative Fund Update March 2021|Download
  222 kB
KiwiSaver Growth Fund Update March 2021|Download
  223 kB
KiwiSaver Balanced Strategy Fund Update March 2021|Download
  223 kB
KiwiSaver GlidePath age 30 Fund Update March 2021|Download
  219 kB
KiwiSaver GlidePath age 50 Fund Update March 2021|Download
  221 kB
KiwiSaver GlidePath age 60 Fund Update March 2021|Download
  227 kB
KiwiSaver GlidePath age 75 Fund Update March 2021|Download
  227 kB
December 2020
KiwiSaver Conservative Fund Update December 2020|Download
  223 kB
KiwiSaver Growth Fund Update December 2020|Download
  224 kB
KiwiSaver Balanced Strategy Fund Update December 2020|Download
  224 kB
KiwiSaver GlidePath age 30 Fund Update December 2020|Download
  219 kB
KiwiSaver GlidePath age 50 Fund Update December 2020|Download
  222 kB
KiwiSaver GlidePath age 60 Fund Update December 2020|Download
  222 kB
KiwiSaver GlidePath age 75 Fund Update December 2020|Download
  222 kB
September 2020
KiwiSaver Conservative Fund Update September 2020|Download
  223 kB
KiwiSaver Growth Fund Update September 2020|Download
  224 kB
KiwiSaver Balanced Strategy Fund Update September 2020|Download
  224 kB
KiwiSaver GlidePath age 30 Fund Update September 2020|Download
  219 kB
KiwiSaver GlidePath age 50 Fund Update September 2020|Download
  223 kB
KiwiSaver GlidePath age 60 Fund Update September 2020|Download
  222 kB
KiwiSaver GlidePath age 75 Fund Update September 2020|Download
  221 kB
June 2020
KiwiSaver Conservative Fund Update June 2020|Download
  224 kB
KiwiSaver Growth Fund Update June 2020|Download
  224 kB
KiwiSaver Balanced Strategy Fund Update June 2020|Download
  224 kB
KiwiSaver GlidePath age 30 Fund Update June 2020|Download
  219 kB
KiwiSaver GlidePath age 50 Fund Update June 2020|Download
  222 kB
KiwiSaver GlidePath age 60 Fund Update June 2020|Download
  222 kB
KiwiSaver GlidePath age 75 Fund Update June 2020|Download
  222 kB
March 2020
KiwiSaver Conservative Fund Update March 2020|Download
  223 kB
KiwiSaver Growth Fund Update March 2020|Download
  223 kB
KiwiSaver Balanced Strategy Fund Update March 2020|Download
  223 kB
KiwiSaver GlidePath age 30 Fund Update March 2020|Download
  219 kB
KiwiSaver GlidePath age 50 Fund Update March 2020|Download
  223 kB
KiwiSaver GlidePath age 60 Fund Update March 2020|Download
  222 kB
KiwiSaver GlidePath age 75 Fund Update March 2020|Download
  222 kB
December 2019
KiwiSaver Conservative Fund Update December 2019|Download
  182 kB
KiwiSaver Growth Fund Update December 2019|Download
  183 kB
KiwiSaver Balanced Strategy Fund Update December 2019|Download
  183 kB
KiwiSaver GlidePath age 30 Fund Update December 2019|Download
  178 kB
KiwiSaver GlidePath age 50 Fund Update December 2019|Download
  182 kB
KiwiSaver GlidePath age 60 Fund Update December 2019|Download
  181 kB
KiwiSaver GlidePath age 75 Fund Update December 2019|Download
  181 kB
September 2019
KiwiSaver Conservative Fund Update September 2019|Download
  182 kB
KiwiSaver Growth Fund Update September 2019|Download
  182 kB
KiwiSaver Balanced Strategy Fund Update September 2019|Download
  183 kB
KiwiSaver GlidePath age 30 Fund Update September 2019|Download
  178 kB
KiwiSaver GlidePath age 50 Fund Update September 2019|Download
  182 kB
KiwiSaver GlidePath age 60 Fund Update September 2019|Download
  182 kB
KiwiSaver GlidePath age 75 Fund Update September 2019|Download
  181 kB
June 2019
KiwiSaver Conservative Fund Update June 2019|Download
  182 kB
KiwiSaver Growth Fund Update June 2019|Download
  182 kB
KiwiSaver Balanced Strategy Fund Update June 2019|Download
  183 kB
KiwiSaver GlidePath age 30 Fund Update June 2019|Download
  178 kB
KiwiSaver GlidePath age 50 Fund Update June 2019|Download
  181 kB
KiwiSaver GlidePath age 60 Fund Update June 2019|Download
  182 kB
KiwiSaver GlidePath age 75 Fund Update June 2019|Download
  182 kB
March 2019
KiwiSaver Conservative Fund Update March 2019|Download
  160 kB
KiwiSaver Growth Fund Update March 2019|Download
  161 kB
KiwiSaver Balanced Strategy Fund Update March 2019|Download
  161 kB
KiwiSaver GlidePath age 30 Fund Update March 2019|Download
  156 kB
KiwiSaver GlidePath age 50 Fund Update March 2019|Download
  160 kB
KiwiSaver GlidePath age 60 Fund Update March 2019|Download
  160 kB
KiwiSaver GlidePath age 75 Fund Update March 2019|Download
  159 kB
December 2018
KiwiSaver Conservative Fund Update December 2018|Download
  160 kB
KiwiSaver Growth Fund Update December 2018|Download
  161 kB
KiwiSaver Balanced Strategy Fund Update December 2018|Download
  161 kB
KiwiSaver GlidePath age 30 Fund Update December 2018|Download
  156 kB
KiwiSaver GlidePath age 50 Fund Update December 2018|Download
  159 kB
KiwiSaver GlidePath age 60 Fund Update December 2018|Download
  159 kB
KiwiSaver GlidePath age 75 Fund Update December 2018|Download
  159 kB
September 2018
KiwiSaver Conservative Fund Update September 2018|Download
  70.5 kB
KiwiSaver Growth Fund Update September 2018|Download
  71.6 kB
KiwiSaver Balanced Strategy Fund Update September 2018|Download
  71.8 kB
KiwiSaver GlidePath age 30 Update September 2018|Download
  67.4 kB
KiwiSaver GlidePath age 50 Update September 2018|Download
  67.3 kB
KiwiSaver GlidePath age 60 Update September 2018|Download
  67.2 kB
KiwiSaver GlidePath age 75 Update September 2018|Download
  67.4 kB
June 2018
KiwiSaver Conservative Fund Update June 2018|Download
  93.1 kB
KiwiSaver Growth Fund Update June 2018|Download
  94.2 kB
KiwiSaver Balanced Strategy Fund Update June 2018|Download
  71.7 kB
KiwiSaver GlidePath age 30 Fund Update June 2018|Download
  67.4 kB
KiwiSaver GlidePath age 50 Fund Update June 2018|Download
  90 kB
KiwiSaver GlidePath age 60 Fund Update June 2018|Download
  67.1 kB
KiwiSaver GlidePath age 75 Fund Update June 2018|Download
  89.8 kB
March 2018
KiwiSaver Conservative Fund Update March 2018|Download
  75.8 kB
KiwiSaver Growth Fund Update March 2018|Download
  76.9 kB
KiwiSaver Balanced Strategy Fund Update March 2018|Download
  79.5 kB
KiwiSaver GlidePath age 30 Fund Update March 2018|Download
  72.8 kB
KiwiSaver GlidePath age 50 Fund Update March 2018|Download
  73 kB
KiwiSaver GlidePath age 60 Fund Update March 2018|Download
  72.6 kB
KiwiSaver GlidePath age 75 Fund Update March 2018|Download
  72.7 kB
December 2017
KiwiSaver Conservative Fund Update December 2017|Download
  91.4 kB
KiwiSaver Growth Fund Update December 2017|Download
  92.2 kB
KiwiSaver Balanced Strategy Fund Update December 2017|Download
  92.4 kB
KiwiSaver GlidePath age 30 Fund Update December 2017|Download
  86.5 kB
KiwiSaver GlidePath age 50 Fund Update December 2017|Download
  86.5 kB
KiwiSaver GlidePath age 60 Fund Update December 2017|Download
  86.3 kB
KiwiSaver GlidePath age 75 Fund Update December 2017|Download
  86.3 kB
September 2017
KiwiSaver Conservative Fund Update September 2017|Download
  76 kB
KiwiSaver Growth Fund Update September 2017|Download
  77 kB
KiwiSaver Balanced Strategy Fund Update September 2017|Download
  77.2 kB
June 2017
KiwiSaver Conservative Fund Update June 2017|Download
  75.8 kB
KiwiSaver Growth Fund Update June 2017|Download
  76.6 kB
KiwiSaver Balanced Strategy Fund Update June 2017|Download
  91.8 kB
March 2017
KiwiSaver Conservative Fund Update March 2017|Download
  76.1 kB
KiwiSaver Growth Fund Update March 2017|Download
  76.8 kB
KiwiSaver Balanced Strategy Fund Update March 2017|Download
  77.1 kB
December 2016
KiwiSaver Conservative Fund Update December 2016|Download
  76.1 kB
KiwiSaver Growth Fund Update December 2016|Download
  76.7 kB
KiwiSaver Balanced Strategy Fund Update December 2016|Download
  76.8 kB
Product Disclosure Statement
Product Disclosure Statement|Download
  756 kB
Forms
Serious Illness|Download
  328 kB
Significant Financial Hardship|Apply online|Download
  385 kB
Permanent Emigration (excluding to Australia)|Download
  322 kB
First Home Buyer (or qualifying previous home owner)|Download
  236 kB
Deceased Member|Download
  339 kB
Retirement Withdrawal|Download
  380 kB
Retirement Withdrawal - Members who signed up after 1 July 2018 and were 65 or over at the time|Download
  82.9 kB
Subsequent Retirement Withdrawal|Download
  382 kB
Australian Superannuation Retirement Withdrawal|Download
  322 kB
Life Shortening Congenital Condition Withdrawal|Download
  335 kB
Subsequent Life Shortening Congenital Condition Withdrawal|Download
  79.3 kB
Direct Debit Authority|Download
  94.2 kB
Direct Debit Amendment/Cancellation|Download
  60.9 kB
Trans Tasman Transfer Form (Transferring to Australia)|Download
  243 kB
NZ Superannuation Scheme Transfer|Download
  31.9 kB
Investment Switch Form|Download
  63.2 kB
Prescribed Investor Rate (PIR)|Download
  47.9 kB
Savings Suspension Request Form (employees)|Download
  48.7 kB
KiwiSaver Deduction Form|Download
  69.3 kB
Certificate of Non-revocation|Download
  57.4 kB
Power of Attorney Declaration|Download
  59 kB
Third Party Access Request|Download
  104 kB
Annual Reports
Annual Report for the year ended 31 March 2021|Download
  394 kB
Financial Statements for the year ended 31 March 2021|Download
  2.52 MB
Other Material Information
Other Material Information|Download
  274 kB
Governing Document
Fisher Funds KiwiSaver Scheme Governing Document|Download
  1.1 MB
SIPO
Fisher Funds KiwiSaver Scheme SIPO|Download
  515 kB
KiwiSaver
Managed Funds
Prices & Performance
About Fisher Funds

Disclaimer: Fisher Funds Management Limited ("Fisher Funds") is the issuer of the financial products referred to on this website. A replacement PDS for each of the financial products is available here and also on the relevant scheme's offer register entry at companiesoffice.govt.nz/disclose. The information, calculations and any opinions on this website are based upon sources believed reliable, but Fisher Funds, its officers and directors make no representations as to their accuracy or completeness. All opinions reflect our judgment on the date of communication and are subject to change without notice. Professional investment advice should be taken before making an investment. Past performance is not a reliable guide to future performance. A disclosure statement is available from your adviser, on request and free of charge.

Fund performance figures do not include entry fees, exit fees or brokerage fees or tax, but do include any tax credits applicable to the funds since October 2007. Please note that past performance is not necessarily indicative of future returns. Returns can be positive or negative, and returns over different time periods may vary. No returns are promised or guaranteed.

*SuperRatings does not issue, sell, guarantee or underwrite this product. Go to www.superratings.com.au for details of its ratings criteria.

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© 2022 Morningstar, Inc. All rights reserved. Neither Morningstar, its affiliates, nor the content providers guarantee the data or content contained herein to be accurate, complete or timely nor will they have any liability for its use or distribution. Any general advice or 'regulated financial advice' under New Zealand law has been prepared by Morningstar Australasia Pty Ltd (ABN: 95 090 665 544, AFSL: 240892) and/or Morningstar Research Ltd, subsidiaries of Morningstar, Inc, without reference to your objectives, financial situation or needs. For more information refer to our Financial Services Guide (AU) or Financial Advice Provider Disclosure Statement (NZ) at www.morningstar.com.au/s/fsg.pdf and cdn.morningstar.com.au/mca/s/fapds.pdf. You should consider the advice in light of these matters and if applicable, the relevant Product Disclosure Statement before making any decision to invest. Our publications, ratings and products should be viewed as an additional investment resource, not as your sole source of information. Past performance does not necessarily indicate a financial product's future performance. To obtain advice tailored to your situation, contact a professional financial adviser.