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    • Fisher Funds Managed Funds

    Growing Kiwis' wealth for over 25 years

    Managed Funds and our smart active investment approach can get you on the road to growing your wealth.

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    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, complement 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 Investment 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.

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    • 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.

    Get help choosing a strategy

    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.

    • Conservative Strategy

      Aims to provide stable returns over the long term by investing mainly in income assets with a modest allocation to growth assets.

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    • Balanced Strategy

      Aims to provide a balance between stability of returns and growing your investment over the long term by investing in a mix of income and growth assets.

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    • Growth Strategy

      Aims to grow your investment over the long term by investing mainly in growth assets.

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    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.

    • Income Fund

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

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    • Property & Infrastructure Fund

      Focuses on growth of your investment over the long term by investing in New Zealand and international property and infrastructure assets.

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    • New Zealand Growth Fund

      Focuses on growth of your investment over the long term by investing in quality New Zealand companies which can consistently produce increasing earnings.

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    • Australian Growth Fund

      Focuses on growth of your investment over the long term by investing in quality Australian companies which can consistently produce increasing earnings.

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    • International Growth Fund

      Focuses on growth of your investment over the long term by investing in quality international companies which can consistently produce increasing earnings.

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    Open an account

    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.

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    Ready to start investing?

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

    Open an accountGet 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.

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    Find out more...
    • 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

      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. Chat with us online 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.

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    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.