Preservation Fund
Summary of investment objectives and strategy
Aims to provide stable returns and reduce the potential of capital loss over the short to medium term by investing in New Zealand cash and New Zealand short term fixed interest assets.
Risk indicator for the Preservation Fund:
Lower risk Higher riskThe 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.
Who is the fund suitable for?
A short term or naturally cautious investor:
- Looking to make a withdrawal within 12 months
- Most interested in low volatility of returns over achieving potential higher returns
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.
Risk indicator for the Conservative Fund:
Lower risk Higher riskThe 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.
Who is the fund suitable for?
A short term or naturally cautious investor:
- Looking to make a withdrawal within the short term
- 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.
New Zealand Fixed Income Fund
Summary of investment objectives and strategy
Aims to provide stable returns over the long term by investing in New Zealand fixed interest assets.
Risk indicator for the New Zealand Fixed Income Fund:
Lower risk Higher riskThe 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.
Who is the fund suitable for?
A short term or naturally cautious investor:
- Looking to make a withdrawal within the short term
-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 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.
Risk indicator for the Balanced Fund:
Lower risk Higher riskThe 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.
Who is the fund suitable for?
A medium to long term investor:
- Wants a balance between volatility of returns and achieving potential higher returns
Growth Fund
Summary of investment objectives and strategy
Aims to grow your investment over the long term by investing mainly in growth assets.
Risk indicator for the Growth Fund:
Lower risk Higher riskThe 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.
Who is the fund suitable for?
A long term investor:
- Can tolerate volatility of returns in the expectation of potential higher returns
- Has time on their side
Equity Fund
Summary of investment objectives and strategy
Focuses on growth of your investment over the long term by investing in New Zealand and international shares.
Risk indicator for the Equity Fund:
Lower risk Higher riskThe 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.
Who is the fund suitable for?
A long term investor:
- Can tolerate significant volatility of returns in the expectation of potential higher returns
- Has time on their side
Trans Tasman Equity Fund
Summary of investment objectives and strategy
Focuses on growth of your investment over the long term by investing in Australasian shares.
Risk indicator for the Trans Tasman Equity Fund:
Lower risk Higher riskThe 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.
Who is the fund suitable for?
A long term investor:
- Can tolerate significant volatility of returns in the expectation of potential higher returns
- Has time on their side
Here's how you can contact us
- Email us a query
Email us
Our friendly team is here to help.
Postal address
Fisher Funds Management Limited,
Private Bag 93502, Takapuna,
Auckland 0740, New Zealand
