Investment Options for
Fisher Funds Managed Funds

Whether you're just starting your investing journey or you're well on your way, we have a range of actively managed funds to help your reach your ambitions. Choose from our three existing strategies or build your own with our sector-specific funds.

Conservative Fund
100% Conservative Fund

Summary of investment objectives and strategy

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

Suggested timeframe
2 years
Suggested minimum timeframe for this investment is 2 years
Risk indicator
 
1
7
3

Risk indicator for the Conservative Fund:

Lower risk

Higher risk

1
2
3
4
5
6
7

Potential lower returns

Potential higher returns

The risk indicator is rated from 1 (low) to 7 (high). The rating reflects how much the value of the fund’s assets goes up and down (volatility). A higher risk generally means higher potential returns over time, but more ups and downs along the way.

Annualised return since inception
2.6%

* Inception Date: 31 July 2018

* After fees and before tax returns as at 2022-07-31 . Fund performance figures have been annualised where the performance period is more than one year. 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.`

Annual fund charge
1.3%
You will be charged fees for investing in Fisher Funds KiwiSaver. Fees are deducted from your investment and will reduce your returns. If Fisher Funds invests in other funds, those funds may also charge fees.
Who is the fund suitable for?

A short term or naturally cautious investor or one who is looking to make a withdrawal within the short term. It also suits an investor who values lower volatility of returns over achieving potential higher returns.

While this fund is designed to be conservative in nature, in times of heightened market volatility the value of your investment may go up or down

Balanced Strategy
40% Conservative Fund
60% Growth Fund

Summary of investment objectives and 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. Automatically rebalanced each year to the target fund mix of 40% Conservative Fund and 60% Growth Fund while you remain invested only in the Balanced Strategy.

Suggested timeframe
4 years
Suggested minimum timeframe for this investment is 4 years
Risk indicator
 
1
7
4

Risk indicator for the Balanced Strategy:

Lower risk

Higher risk

1
2
3
4
5
6
7

Potential lower returns

Potential higher returns

The risk indicator is rated from 1 (low) to 7 (high). The rating reflects how much the value of the fund’s assets goes up and down (volatility). A higher risk generally means higher potential returns over time, but more ups and downs along the way.

Annualised return since inception
4.9%

* Inception Date: 31 July 2018

* After fees and before tax returns as at 2022-07-31 . Fund performance figures have been annualised where the performance period is more than one year. 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.`

Annual fund charge
1.38%
You will be charged fees for investing in Fisher Funds KiwiSaver. Fees are deducted from your investment and will reduce your returns. If Fisher Funds invests in other funds, those funds may also charge fees.
Who is the fund suitable for?

A medium to long term investor who wants a balance between volatility of returns and achieving potential higher returns.

Growth Fund
100% Growth Fund

Summary of investment objectives and strategy

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

Suggested timeframe
5 years
Suggested minimum timeframe for this investment is 5 years
Risk indicator
 
1
7
4

Risk indicator for the Growth Fund:

Lower risk

Higher risk

1
2
3
4
5
6
7

Potential lower returns

Potential higher returns

The risk indicator is rated from 1 (low) to 7 (high). The rating reflects how much the value of the fund’s assets goes up and down (volatility). A higher risk generally means higher potential returns over time, but more ups and downs along the way.

Annualised return since inception
6.3%

* Inception Date: 31 July 2018

* After fees and before tax returns as at 2022-07-31 . Fund performance figures have been annualised where the performance period is more than one year. 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.`

Annual fund charge
1.44%
You will be charged fees for investing in Fisher Funds KiwiSaver. Fees are deducted from your investment and will reduce your returns. If Fisher Funds invests in other funds, those funds may also charge fees.
Who is the fund suitable for?

A long term investor who can tolerate volatility of returns in the expectation of potential higher returns, and has time on their side.

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