Product Disclosure Statement
Fisher Funds Managed Funds Product Disclosure Statement
Quarterly Fund Updates
March 2024
Property & Infrastructure Fund Update March 2024
Income Fund Update March 2024
New Zealand Growth Fund Update March 2024
Australian Growth Fund Update March 2024
International Growth Fund Update March 2024
Conservative Fund Update March 2024
Balanced Strategy 40/60 Fund Update March 2024
Growth Fund Update March 2024
Balanced Strategy 45/55 Fund Update March 2024
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
