Product Disclosure Statement
Fisher Funds Managed Funds Product Disclosure Statement
Quarterly Fund Updates
December 2023
Property & Infrastructure Fund Update December 2023
Income Fund Update December 2023
New Zealand Growth Fund Update December 2023
Australian Growth Fund Update December 2023
International Growth Fund Update December 2023
Conservative Fund Update December 2023
Balanced Strategy 40 60 Fund Update December 2023
Growth Fund Update December 2023
Balanced Strategy 45 55 Fund Update December 2023
Forms
Fisher Funds Managed Funds Direct Debit Authority Form
Direct Debit Amendment/Cancellation Form
Fisher Funds 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
Fisher Funds Managed Funds Other Material Information
Governing Documents & Deeds
Fisher Funds Premium Service Scheme and Fisher Funds Managed Funds Scheme Governing Document
SIPO
Fisher Funds Managed Funds SIPO
Fund Fact Sheet
Fisher Funds Managed Funds Fact Sheets
Fisher Funds Managed Funds Mixed Asset Portfolio Funds Fact Sheet
Income Fund Fact Sheet
Property & Infrastructure Fund Fact Sheet
New Zealand Growth Fund Fact Sheet
Australian Growth Fund Fact Sheet
International Growth Fund Fact Sheet
