Product Disclosure Statement
Managed Funds Product Disclosure Statement
Quarterly Fund Updates
June 2025
Conservative Fund Update June 2025
Balanced Strategy 45/55 Investment Update June 2025
Balanced Strategy 40/60 Investment Update June 2025
Growth Fund Update June 2025
Income Fund Update June 2025
New Zealand Growth Fund Update June 2025
Australian Growth Fund Update June 2025
International Growth Fund Update June 2025
Property & Infrastructure Fund Update June 2025
Forms
Fisher Funds Managed Funds Direct Debit Authority Form
Direct Debit Amendment/Cancellation Form
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
Managed Funds Other Material Information
Governing Documents & Deeds
Premium Service Scheme and Fisher Funds Managed Funds Scheme Governing Document
SIPO
Managed Funds SIPO
Fund Fact Sheet
Climate Statements
Managed Funds Climate Statement
