Product Disclosure Statement
Managed Funds Product Disclosure Statement
Quarterly Fund Updates
March 2025
Conservative Fund Update March 2025
Balanced Strategy 40 60 Investment Update March 2025
Balanced Strategy 45 55 Investment Update March 2025
Growth Fund Update March 2025
Income Fund Update March 2025
New Zealand Growth Fund Update March 2025
Australian Growth Fund Update March 2025
International Growth Fund Update March 2025
Property & Infrastructure Fund Update March 2025
December 2024
Property & Infrastructure Fund Update December 2024
Income Fund Update December 2024
New Zealand Growth Fund Update December 2024
Australian Growth Fund Updates December 2024
International Growth Fund Update December 2024
Conservative Fund Update December 2024
Balanced Strategy 40/60 Fund Update December 2024
Balanced Strategy 45/55 Fund Update December 2024
Growth Fund Update December 2024
Forms
Fisher Funds Managed Funds Direct Debit Authority Form
Direct Debit Amendment/Cancellation Form
Managed Funds Investment Switch Form
Managed Funds Withdrawal Request Form
Managed Funds Entity Withdrawal Request Form
Prescribed Investor Rate (PIR) Form
Additional Account Owner or Signatory Form
Appointment of Financial Adviser Form
Third Party Access Request Form
Deceased Member Withdrawal Form (Non-KiwiSaver)
Certificate of Non-revocation
Annual Reports
Other Material Information
Managed Funds Other Material Information
Governing Documents & Deeds
Premium Service Scheme and Fisher Funds Managed Funds Scheme Governing Document
SIPO
Managed Funds SIPO
Fund Fact Sheet
Climate Statements
Managed Funds Climate Statement
