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    • Fisher Funds Premium Service

    Forms & Documents for
    Fisher Funds Premium Service

    Product Disclosure Statement
    Premium Service Product Disclosure Statement
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    Quarterly Fund Updates
    March 2025
    Premium Income Fund Update March 2025
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    Premium New Zealand Fund Update March 2025
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    Premium Australian Fund Update March 2025
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    Premium International Fund Update March 2025
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    Premium Property & Infrastructure Fund Update March 2025
    Download
    December 2024
    Premium Property & Infrastructure Fund Update December 2024
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    Premium Income Fund Update December 2024
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    Premium New Zealand Fund Update December 2024
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    Premium Australian Fund Update December 2024
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    Premium International Fund Update December 2024
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    Forms
    Premium Service Direct Debit Authority Form
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    Direct Debit Amendment/Cancellation Form
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    Premium Service Investment Switch Form
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    Premium Service Withdrawal Request Form
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    Premium Service Entity Withdrawal Request Form
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    Prescribed Investor Rate (PIR) Form
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    Third Party Access Request Form
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    Additional Account Owner or Signatory Form
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    Deceased Member Withdrawal Form (Non-KiwiSaver)
    Download
    Certificate of Non-revocation
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    Quarterly Updates
    Premium Service Quarterly Update - April 2025
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    Premium Service Quarterly Update - January 2025
    Download
    Premium Service Quarterly Update - October 2024
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    Premium Service Quarterly Update - July 2024
    Download
    Premium Service Quarterly Update - March 2024
    Download
    Premium Service Quarterly Update - December 2023
    Download
    Premium Service Quarterly Update - October 2023
    Download
    Annual Reports
    Fisher Funds Premium Service Financial Statements for the year ended 31 March 2024
    Download
    Fisher Funds Premium Service Annual Report for the year ended 31 March 2024
    Download
    Other Material Information
    Fisher Funds Premium Service Other Material Information
    Download
    Governing Documents & Deeds
    Premium Service Scheme and Fisher Funds Managed Funds Scheme Governing Document
    Download
    SIPO
    Fisher Funds Premium Service SIPO
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    Fund Fact Sheet
    Fisher Funds Premium Service Fact Sheet
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    Climate Statements
    Fisher Funds Premium Scheme Climate Statement
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    KiwiSaver
    Managed Funds
    Funds & performance
    Investing with us

    Disclaimer: Fisher Funds means Fisher Funds Management Limited ("Fisher Funds"). Fisher Funds Management Limited is the issuer of the Fisher Funds KiwiSaver Plan, Fisher Funds KiwiSaver Scheme, Fisher Funds Managed Funds, Premium Service, Fisher Funds Investment Funds, LifeSaver Plan, and Investment Series. A PDS for each of the financial products is available here and also on the relevant scheme's offer register entry at disclose-register.companiesoffice.govt.nz/. Fisher Funds Professional investment advice should be taken before making an investment. 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 any other fees associated with buying or selling units in the fund, or tax, but do include any tax credits applicable to the funds since October 2007. 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. 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.

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