Forms & Documents for
    Fisher Funds Managed Funds

    Switch Applications & Withdrawal RequestsPlease note — any applications or requests received after 3pm may not be processed until the next working day. A change to how your funds are invested, or a withdrawal, will take a minimum of 2 business days to be completed. The unit price is calculated after both local and overseas markets have closed, so an investment switch processed on Monday, for example, can only be completed once all markets have closed — which would normally fall on the Wednesday.

    Product Disclosure Statement
    Fisher Funds Managed Funds Product Disclosure Statement
    Quarterly Fund Updates
    December 2023
    Property & Infrastructure Fund Update December 2023
    Income Fund Update December 2023
    New Zealand Growth Fund Update December 2023
    Australian Growth Fund Update December 2023
    International Growth Fund Update December 2023
    Conservative Fund Update December 2023
    Balanced Strategy 40 60 Fund Update December 2023
    Growth Fund Update December 2023
    Balanced Strategy 45 55 Fund Update December 2023
    Forms
    Fisher Funds Managed Funds Direct Debit Authority Form
    Direct Debit Amendment/Cancellation Form
    Fisher Funds 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
    Fisher Funds Managed Funds Financial Statements for the year ended 31 March 2023
    Fisher Funds Managed Funds Annual Report for the year ended 31 March 2023
    Other Material Information
    Fisher Funds Managed Funds Other Material Information
    Governing Document
    Fisher Funds Premium Service Scheme and Fisher Funds Managed Funds Scheme Governing Document
    SIPO
    Fisher Funds Managed Funds SIPO
    Fund Fact Sheet
    Fisher Funds Managed Funds Fact Sheets
    Fisher Funds Managed Funds Mixed Asset Portfolio Funds Fact Sheet
    Income Fund Fact Sheet
    Property & Infrastructure Fund Fact Sheet
    New Zealand Growth Fund Fact Sheet
    Australian Growth Fund Fact Sheet
    International Growth Fund Fact Sheet