Winner: Fund Manager of the Year - Bonds

At the 2019 INFINZ Awards

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28 May, 2019

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Fisher Funds Management is honoured to have won the Fund Manager of the Year – Bonds at the 2019 INFINZ Awards held last week (the leading financial industry awards across New Zealand).  A detailed submission to a panel of three judges was followed up with a robust interview with the award based on both risk-adjusted fund performance and an assessment of the team’s decision-making process, risk management framework, fees and compliance standards.

David McLeish - Head of Fixed Income

David McLeish (Head of Fixed Income) accepted the accolade on behalf of the fixed income team. "This is a celebration of having the courage to be different in the pursuit of investment success for our clients.  Our analysis suggested a slowdown in global economic activity was underway from mid-2018 and that the New Zealand economy would not be immune from this. We reflected this through a range of active decisions, throughout the year, which differentiated us from our competitors.  I am truly privileged to be part of such a dedicated and talented investment team. This award is recognition of the immense contribution they make every day.  Thank you to our loyal clients - our inspiration is your epic future and we are privileged to be on this journey with you.” 

Frank Jasper, Chief Investment Officer at Fisher Funds added: "The fixed interest team has delivered outstanding investment returns over all periods.  Working closely with our clients and delivering both strong investments results and an engaged two-way relationship is the core of the Fisher Funds brand proposition.  We have built the largest New Zealand based investment team with a genuine global focus.  Our 20 strong team operate with a global approach that provides unique insights to local investors.  We are committed to deep research and long term strategic thinking to generate market beating insights.”

Fisher Funds was also a finalist in the Equity category.  Launched in 1998 as a boutique New Zealand share fund manager with $17 million of funds, today Fisher Funds manages over $8.9 billion for more than 275,000 investors of which half is in fixed income assets.  These funds are held on behalf of a diverse range of clients including community trusts, charities, councils, insurance companies, iwi, schools, corporate pension schemes, KiwiSaver and individual investment clients.

fisher funds wins 2019 fund manager of the year bondsFisher Funds wins 2019 Fund

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