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  • Fisher Funds Managed Funds

Grow your wealth with Managed Funds

Managed Funds and our smart active investment approach take the hassle out of investing so you can focus on what matters most.

Why Managed Funds could be right for you

Managed Funds make investing simple. Whether you’re just starting on your investment journey or you’re well on your way, our award-winning investment team take the hassle out of investing. Here are just a few reasons why Fisher Funds Managed Funds could be right for you:

Diversify your investment

Expand your investment portfolio, compliment your existing investments, or set up the family with our diverse range of Managed Funds.

Flexible investment options

Choose from eight different fund options, each with different risk and return profiles to help you achieve your ambitions.

We do the hard work for you

Our 20+ strong in-house investments team actively manage your investment so you can focus on what matters most to you.

Responsible Investment Policy

You will have peace of mind in your Managed Fund investments thanks to our robust responsible investing policy.

Joint accounts

You can open a Managed Fund account with more than one person named as the owner. Great for couples or families.

Own some of the best companies

Become a part owner in some of the greatest businesses in New Zealand and around the world.

Which investment strategy is right for you?

Our Managed Funds are a great way to start investing, diversify your investments, and to complement any existing investments that you might have. Rather than spending your time researching and evaluating companies or funds, our experienced in-house investment team do all the hard work for you and keep you informed along the way.

We understand that every investor has different goals, timeframes, and tolerance for risk. And that every investor is at a different stage in their investment journey. That’s why we provide the flexibility to choose an investment strategy that suits you.

Mixed asset portfolios

A mixed asset portfolio is a great, hassle-free investment option for any investor. Pick from one of our pre-built strategies below or create your own custom mix of the Conservative Fund and Growth Fund.

Sector investment options

We have a range of sector investment options that are great for more experienced investors or those looking for a more focused investment option. You can create a custom investment strategy by choosing a mix of our sector investment funds. to help create your ideal strategy.

Build your own strategy

You can also choose to build your own investment strategy with a mix of the above mixed asset and sector investment options.

Learn more

Ready to start investing?

Open a Managed Funds account and start your investment journey in minutes.

Get help choosing a strategy

Premium Service

If you’ve got over $500,000 to invest, our Premium Service could be right for you. Talk to our wealth managers about creating a bespoke investment strategy.

Learn more

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Fund performance

Check out the latest returns for our Managed Funds.

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Fees & expenses

Understand the fees you can expect to pay on your Managed Funds investment.

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Responsible Investment Policy

Fisher Funds is committed to investing your money responsibly. It’s not just the right thing to do, it’s common sense.

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A wealth of experience

An in-house investment team with over 350 combined years of experience and an expert team of advisers.

Meet the team

Got questions? We've got answers.

Our team is available to tell you more and answer any questions you may have. Start a chat or request a call by clicking the button below.

Download our PDS

Download our Managed Funds Product Disclosure Statement (PDS) for more details.

Our financial advice services

Please read the Fisher Funds’ Advice Disclosure to find out about our financial advice services.

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.