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    • Fisher Funds KiwiSaver Plan

    Fisher Funds KiwiSaver Plan

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    Welcome to the Fisher Funds KiwiSaver Plan.

    The Fisher Funds KiwiSaver Plan is the newest in our product suite and was formerly the Kiwi Wealth KiwiSaver Scheme.

    It has six different investment funds to choose from - from lower risk Cash Fund through to a higher-risk Growth Fund.

    Choosing the right fund for your KiwiSaver investment is an important decision and could make a big difference to how much money you have for your first home or your retirement.

    We understand that every investor has different investment goals, timeframes, and tolerance for risk. This is why we provide the flexibility to choose a fund that suits you. Once you've joined, you can change your fund at any time.

    You can choose a fund from those listed below or build your own investment strategy by choosing a mix of funds.

    • Cash Fund

      Aims to provide stable returns and reduce the potential of capital loss over the short to medium term by investing in cash and New Zealand short term fixed interest assets.

      Learn more
    • Default Conservative Fund

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

      Learn more
    • Conservative Fund

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

      Learn more
    • Default Fund

      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. An enhanced passive investment style may be used at times.

      Learn more
    • Balanced Fund

      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.

      Learn more
    • Growth Fund

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

      Learn more
    Ways to use KiwiSaver

    Buying your first home with KiwiSaver

    After being a member of KiwiSaver for three years you can apply to withdraw all or part of your KiwiSaver savings as a deposit towards your first home. A minimum balance of $1,000 must be maintained in your account, and other conditions apply.

    Learn moreFirst home calculator

    KiwiSaver and retirement

    Entering retirement is an ideal time to revisit your investment strategy. The Fisher Funds KiwiSaver Plan provides flexible investment options to support you in this phase of your life.

    Learn moreRetirement projector
    Find out more...
    • Fund performance

      Check out the latest returns for our KiwiSaver funds.

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    • Fees & expenses

      Understand the fees you can expect to pay on your KiwiSaver investment.

      Learn More
    • How KiwiSaver works

      Learn how KiwiSaver works and how to make the most of it.

      Learn More
    • Latest news

      Keep up to date with our latest news, views and insights.

      Learn More

    Got questions?
    We've got answers.

    Our team is available to tell you more and answer any questions you may have. Chat with us online or request a call by clicking the button below.

    • Download our PDS

      Download our KiwiSaver Product Disclosure Statement (PDS) for more details.

    • Our financial advice services

      Please read the Fisher Funds’ Advice Disclosure to find out about our financial advice services.

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    Disclaimer: Fisher Funds includes Fisher Funds Management Limited ("Fisher Funds") and Fisher Funds Wealth Limited. Fisher Funds Management Limited is the issuer of the Fisher Funds KiwiSaver Scheme, Fisher Funds TWO KiwiSaver Scheme, Fisher Funds Managed Funds, Premium Service, LifeSaver Plan, and Investment Series. Fisher Funds Wealth Limited is the issuer of the Fisher Funds KiwiSaver Plan and Fisher Funds Investment Funds. 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 Management Limited is also the issuer of the Fisher Funds FuturePlan. 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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