Investment Options for
    Fisher Funds Managed Funds

    Whether you're just starting your investing journey or you're well on your way, we have a range of actively managed funds to help your reach your ambitions. Choose from our three existing strategies or build your own with our sector-specific funds.

    Conservative Strategy
    100% 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.

    Suggested minimum timeframe
    3 years
    Risk indicator
     
    1
    7
    3

    Risk indicator for the Conservative Strategy:

    Lower risk

    Higher risk

    1
    2
    3
    4
    5
    6
    7

    Potential lower returns

    Potential higher returns

    The 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.

    Annualised 5-year return
    2.6%
    Annual fund charge
    1.32%
    Who is the fund suitable for?

    A short term or naturally cautious investor or one who is looking to make a withdrawal within the short term. It also suits an investor who 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.

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    Balanced Strategy
    40% Conservative Fund
    60% Growth 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. Rebalanced each year to the target fund mix of 40% Conservative Fund and 60% Growth Fund while you remain invested only in the Balanced Strategy.

    Suggested minimum timeframe
    5 years
    Risk indicator
     
    1
    7
    4

    Risk indicator for the Balanced Strategy:

    Lower risk

    Higher risk

    1
    2
    3
    4
    5
    6
    7

    Potential lower returns

    Potential higher returns

    The 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.

    Annualised return since inception
    0.1%
    Annual fund charge
    1.4%
    Who is the fund suitable for?

    A medium to long term investor who wants a balance between volatility of returns and achieving potential higher returns.

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    Growth Strategy
    100% Growth Fund

    Summary of investment objectives and strategy

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

    Suggested minimum timeframe
    7 years
    Risk indicator
     
    1
    7
    5

    Risk indicator for the Growth Strategy:

    Lower risk

    Higher risk

    1
    2
    3
    4
    5
    6
    7

    Potential lower returns

    Potential higher returns

    The 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.

    Annualised 5-year return
    7.5%
    Annual fund charge
    1.45%
    Who is the fund suitable for?

    A long term investor who can tolerate volatility of returns in the expectation of potential higher returns, and has time on their side.

    Open an account

    Build your own investment strategy

    Our funds

    You can choose to build your own investment strategy using a combination of our mixed asset and sector investment options. Click on any of the icons below for more detail.

    • 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
    • Growth Fund

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

      Learn more
    • Income Fund

      Aims to provide stable returns over the long term by investing in New Zealand and international fixed interest assets.

      Learn more
    • Property & Infrastructure Fund

      Focuses on growth of your investment over the long term by investing in New Zealand and international property and infrastructure assets.

      Learn more
    • New Zealand Growth Fund

      Focuses on growth of your investment over the long term by investing in quality New Zealand companies which can consistently produce increasing earnings.

      Learn more
    • Australian Growth Fund

      Focuses on growth of your investment over the long term by investing in quality Australian companies which can consistently produce increasing earnings.

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    • International Growth Fund

      Focuses on growth of your investment over the long term by investing in quality international companies which can consistently produce increasing earnings.

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    Got questions?
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    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.