• Fisher Funds Managed Funds
• Fisher Funds KiwiSaver Scheme
• Fisher Funds Premium Service
• Fisher Funds TWO KiwiSaver Scheme
• Fisher Funds Investment Series
• Fisher Funds LifeSaver Plan
• FuturePlan

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Fisher Funds Managed Funds

Income Fund+
1 month	0.1%
3 months	0.4%
6 month	1.5%
12 months	4.5%
2 years*	5.0%
3 years*	4.2%
5 years*	4.1%
7 years*	4.4%
Since inception*	4.6%
Date of inception	18/04/2011
Fund Performance	Chart »

Property & Infrastructure Fund+**
1 month	4.9%
3 months	12.3%
6 month	15.7%
12 months	3.9%
2 years*	14.7%
3 years*	11.8%
5 years*	13.3%
7 years*	12.9%
Since inception*	12.4%
Date of inception	5/12/2008
Fund Performance	Chart »

New Zealand Growth Fund
1 month	3.1%
3 months	15.7%
6 month	20.3%
12 months	25.1%
2 years*	30.9%
3 years*	21.4%
5 years*	19.2%
7 years*	17.1%
Since inception*	13.3%
Date of inception	10/08/1998
Fund Performance	Chart »

Australian Growth Fund
1 month	2.9%
3 months	13.3%
6 month	19.1%
12 months	17.9%
2 years*	23.3%
3 years*	13.5%
5 years*	11.9%
7 years*	10.3%
Since inception*	8.5%
Date of inception	15/06/2005
Fund Performance	Chart »

International Growth Fund
1 month	2.5%
3 months	8.7%
6 month	16.8%
12 months	23.8%
2 years*	28.5%
3 years*	17.3%
5 years*	14.5%
7 years*	12.6%
Since inception*	9.1%
Date of inception	7/11/2007
Fund Performance	Chart »

Conservative Fund
1 month	0.6%
3 months	1.9%
6 month	4.0%
12 months	5.9%
2 years*	7.2%
Since inception*	5.9%
Date of inception	1/08/2018
Fund Performance

Growth Fund
1 month	2.0%
3 months	7.5%
6 month	11.7%
12 months	12.0%
2 years*	16.4%
Since inception*	10.8%
Date of inception	1/08/2018
Fund Performance

Balanced Strategy++
1 month	1.4%
3 months	5.0%
6 month	8.2%
12 months	9.3%
2 years*	12.3%
Since inception*	8.7%
Date of inception	1/08/2018
Fund Performance

+	Returns include the impact of monthly distributions and assumes they have been reinvested. The Income Fund paid monthly distributions with the last distribution paid on 15 July 2018.
**	The Property & Infrastructure Fund paid quarterly distributions with the last distribution paid on 26 July 2012.
++	The Fisher Funds Managed Funds Scheme does not have a separate Balanced Fund. A Balanced investment strategy is available and currently reflects a 45% weighting in the Conservative Fund and a 55% weighting in the Growth Fund.

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Fisher Funds KiwiSaver Scheme

KiwiSaver Conservative Fund
1 month	0.8%
3 months	2.2%
6 month	4.5%
12 months	6.3%
2 years*	7.8%
3 years*	6.0%
5 years*	5.9%
7 years*	5.9%
Since inception*	5.6%
Date of inception	12/06/2009

KiwiSaver Growth Fund
1 month	2.1%
3 months	7.9%
6 month	12.3%
12 months	12.8%
2 years*	17.1%
3 years*	11.2%
5 years*	11.1%
7 years*	10.4%
Since inception*	8.4%
Date of inception	2/10/2007

KiwiSaver Balanced Strategy++
1 month	1.5%
3 months	5.3%
6 month	8.7%
12 months	10.0%
2 years*	12.9%
3 years*	8.9%
5 years*	8.8%
7 years*	8.3%
Since inception*	8.3%
Date of inception	12/06/2009

++

The Fisher Funds KiwiSaver Scheme does not have a separate Balanced Fund. A Balanced investment strategy is available and currently reflects a 45% weighting in our KiwiSaver Conservative Fund and a 55% weighting in our KiwiSaver Growth Fund. This option has only been available since the launch of the KiwiSaver Conservative Fund in June 2009.

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Fisher Funds Premium Service

Premium Income Fund
1 month	0.1%
3 months	0.4%
6 month	1.4%
12 months	4.3%
2 years*	4.7%
3 years*	3.9%
5 years*	4.0%
Since inception*	4.1%
Date of inception	10/10/2014
Fund Performance	Chart »

Premium Property & Infrastructure Fund+**
1 month	4.4%
3 months	11.2%
6 month	14.5%
12 months	3.9%
2 years*	15.0%
3 years*	12.1%
5 years*	13.6%
7 years*	13.1%
Since inception*	12.9%
Date of inception	26/01/2009
Fund Performance	Chart »

Premium New Zealand Fund
1 month	3.0%
3 months	15.5%
6 month	20.2%
12 months	25.5%
2 years*	31.6%
3 years*	21.9%
5 years*	19.5%
7 years*	17.4%
Since inception*	10.3%
Date of inception	1/03/2007
Fund Performance	Chart »

Premium Australian Fund
1 month	2.8%
3 months	13.0%
6 month	18.8%
12 months	18.1%
2 years*	23.4%
3 years*	13.8%
5 years*	12.1%
7 years*	10.4%
Since inception*	6.3%
Date of inception	1/03/2007
Fund Performance	Chart »

Premium International Fund
1 month	2.5%
3 months	9.0%
6 month	17.2%
12 months	24.7%
2 years*	29.2%
3 years*	17.9%
5 years*	14.8%
7 years*	13.1%
Since inception*	9.6%
Date of inception	1/11/2007
Fund Performance	Chart »

+	Returns to date include the impact of monthly distributions and assumes they have been reinvested.
**	The Premium Property & Infrastructure Fund paid distributions quarterly but these were stopped effective 26 July 2012.

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Fisher Funds TWO KiwiSaver Scheme

KiwiSaver TWO Cash Enhanced Fund
1 month	0.7%
3 months	1.9%
6 month	4.3%
12 months	6.6%
2 years*	7.6%
3 years*	5.7%
5 years*	5.8%
7 years*	6.0%
Since inception*	5.6%
Date of inception	1/10/2007

KiwiSaver TWO Preservation Fund
1 month	0.0%
3 months	0.1%
6 month	0.4%
12 months	0.9%
2 years*	1.5%
3 years*	1.7%
5 years*	2.0%
7 years*	2.4%
Since inception*	3.3%
Date of inception	1/10/2007

KiwiSaver TWO Conservative Fund
1 month	0.8%
3 months	2.2%
6 month	4.7%
12 months	6.3%
2 years*	7.8%
3 years*	5.9%
5 years*	6.0%
7 years*	6.2%
Since inception*	5.7%
Date of inception	1/10/2007

KiwiSaver TWO Balanced Fund
1 month	1.7%
3 months	5.6%
6 month	9.4%
12 months	10.4%
2 years*	13.3%
3 years*	8.9%
5 years*	8.9%
7 years*	8.7%
Since inception*	6.8%
Date of inception	1/10/2007

KiwiSaver TWO Growth Fund
1 month	1.9%
3 months	7.3%
6 month	11.2%
12 months	10.4%
2 years*	14.4%
3 years*	9.3%
5 years*	9.8%
7 years*	9.6%
Since inception*	6.5%
Date of inception	1/10/2007

KiwiSaver TWO Equity Fund
1 month	2.9%
3 months	11.3%
6 month	17.0%
12 months	17.2%
2 years*	22.7%
3 years*	13.4%
5 years*	13.3%
7 years*	12.3%
Since inception*	6.4%
Date of inception	1/10/2007

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Fisher Funds Investment Series

CashPlus Fund
1 month	0.0%
3 months	0.0%
6 month	0.3%
12 months	0.7%
2 years*	1.3%
3 years*	1.6%
5 years*	1.8%
7 years*	2.1%
Since inception*	2.6%
Date of inception	30/04/2008

New Zealand Fixed Income Trust
1 month	-0.5%
3 months	-2.1%
6 month	0.2%
12 months	5.0%
2 years*	5.4%
3 years*	5.2%
5 years*	4.7%
7 years*	5.0%
Since inception*	4.5%
Date of inception	20/07/2011

BondPlus Fund
1 month	0.5%
3 months	1.3%
6 month	2.6%
12 months	4.8%
2 years*	5.5%
3 years*	3.9%
5 years*	4.1%
7 years*	4.8%
Since inception*	3.0%
Date of inception	1/11/1990

Multi Sector Fund
1 month	1.5%
3 months	5.2%
6 month	8.7%
12 months	9.3%
2 years*	12.1%
3 years*	7.8%
5 years*	7.6%
7 years*	7.6%
Since inception*	4.6%
Date of inception	29/04/1988

Trans Tasman Equity Trust
1 month	2.9%
3 months	15.1%
6 month	20.1%
12 months	22.7%
2 years*	28.8%
3 years*	19.2%
5 years*	16.8%
7 years*	15.8%
Since inception*	6.8%
Date of inception	29/11/1985

Global Fund
1 month	2.9%
3 months	9.0%
6 month	15.4%
12 months	12.4%
2 years*	18.8%
3 years*	9.3%
5 years*	10.4%
7 years*	9.0%
Since inception*	5.8%
Date of inception	29/11/1985

Important: For the Fisher Funds Investment Series all fund performance figures were net of tax and management fees to 30 September 2007. From 1 October 2007 fund performance figures are gross of tax and net of management fees.

Prior to 26 March 2012 the Fisher Funds Trans Tasman Equity Trust was named the Fisher Funds New Zealand Equity Trust. The investment returns up to 26 March 2012 reflect the Fund's previous investment strategy whereby the Fund invested predominately in New Zealand Shares. Investment returns from 26 March 2012 are reflective of the Fund's current investment strategy.

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Fisher Funds LifeSaver Plan

LifeSaver Preservation Fund
1 month	0.0%
3 months	0.1%
6 month	0.4%
12 months	1.0%
2 years*	1.6%
3 years*	1.8%
5 years*	2.1%
7 years*	2.5%
Since inception*	3.5%
Date of inception	1/07/2006

LifeSaver New Zealand Fixed Income Fund
1 month	-0.5%
3 months	-2.0%
6 month	0.4%
12 months	5.4%
2 years*	5.8%
3 years*	5.6%
5 years*	5.2%
7 years*	5.5%
Since inception*	5.3%
Date of inception	1/09/1991

LifeSaver Conservative Fund
1 month	0.8%
3 months	2.2%
6 month	4.7%
12 months	6.2%
2 years*	7.7%
3 years*	5.9%
5 years*	5.9%
7 years*	6.2%
Since inception*	5.5%
Date of inception	1/10/2006

LifeSaver Balanced Fund
1 month	1.7%
3 months	5.6%
6 month	9.4%
12 months	10.6%
2 years*	13.3%
3 years*	9.0%
5 years*	8.9%
7 years*	8.8%
Since inception*	6.9%
Date of inception	1/07/2006

LifeSaver Growth Fund
1 month	2.3%
3 months	8.5%
6 month	13.3%
12 months	13.4%
2 years*	17.7%
3 years*	11.0%
5 years*	10.8%
7 years*	10.4%
Since inception*	6.8%
Date of inception	1/10/2006

LifeSaver Equity Fund
1 month	2.9%
3 months	11.3%
6 month	17.0%
12 months	17.4%
2 years*	23.0%
3 years*	13.6%
5 years*	13.4%
7 years*	12.4%
Since inception*	6.7%
Date of inception	1/07/2006

LifeSaver Trans Tasman Equity Fund
1 month	3.0%
3 months	15.3%
6 month	20.5%
12 months	23.7%
2 years*	29.8%
3 years*	20.1%
5 years*	17.7%
7 years*	16.7%
Since inception*	9.7%
Date of inception	1/03/1992

Important: For the Fisher Funds LifeSaver Plan all fund performance figures were net of tax and management fees to 30 September 2007. From 1 October 2007 fund performance figures are gross of tax and net of management fees.

Please note that not all of the funds are available to all LifeSaver Employer Schemes. The funds that are available to you will be outlined in your employer supplement under 'Description of your investment options'.

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FuturePlan

FuturePlan Balanced Fund
1 month	1.6%
3 months	5.4%
6 month	8.9%
12 months	9.5%
2 years*	12.3%
3 years*	8.0%
5 years*	7.9%
7 years*	7.8%
Since inception*	5.4%
Date of inception	1/10/1989

FuturePlan Capital Protected Fund
1 month	0.1%
3 months	0.4%
6 month	0.8%
12 months	1.5%
2 years*	1.5%
3 years*	1.5%
5 years*	1.5%
7 years*	1.5%
Since inception*	3.6%
Date of inception	1/11/1990

FuturePlan Emerging Markets Fund
1 month	4.5%
3 months	9.1%
6 month	16.0%
12 months	8.3%
2 years*	11.6%
3 years*	3.6%
5 years*	7.7%
7 years*	6.4%
Since inception*	4.6%
Date of inception	1/10/1993

FuturePlan Growth Fund
1 month	2.3%
3 months	8.4%
6 month	13.0%
12 months	12.9%
2 years*	17.1%
3 years*	10.3%
5 years*	10.1%
7 years*	9.6%
Since inception*	5.4%
Date of inception	1/09/1993

FuturePlan International Companies Fund
1 month	2.9%
3 months	9.0%
6 month	15.3%
12 months	12.2%
2 years*	18.7%
3 years*	9.1%
5 years*	10.3%
7 years*	8.9%
Since inception*	5.6%
Date of inception	1/11/1993

FuturePlan Property Fund
1 month	0.2%
3 months	0.6%
6 month	3.7%
12 months	-2.3%
2 years*	-0.8%
3 years*	1.5%
5 years*	3.4%
7 years*	4.7%
Since inception*	6.6%
Date of inception	1/12/1994

FuturePlan Trans Tasman Equity Fund
1 month	2.9%
3 months	15.1%
6 month	20.0%
12 months	22.9%
2 years*	28.8%
3 years*	19.1%
5 years*	16.6%
7 years*	15.7%
Since inception*	8.4%
Date of inception	1/10/1993

Important: FreedomPlan was amalgamated with FuturePlan on 25 November 2016

Fund performance figures for FuturePlan and FreedomPlan were net of tax and management fees until 31 March 2008. From 1 April 2008, they are gross of tax and net of management fees.