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Fund 1
mth
3
mths
6
mths
12
mths
2
yrs*
3
yrs*
5
yrs*
7
yrs*
Since
inception*
Date of
inception
 
Income Fund+ 0.6% 0.9% 2.6% 3.7% 4.0% 4.9% 4.9% 5.1% 18/04/2011 Chart »
Property & Infrastructure Fund+** 2.2% 7.2% 15.3% 13.6% 11.1% 12.2% 13.5% 10.6% 12.0% 5/12/2008 Chart »
New Zealand Growth Fund 1.5% 2.9% 7.2% 6.2% 12.5% 10.8% 15.6% 14.3% 11.1% 10/08/1998 Chart »
Australian Growth Fund -2.9% 2.7% 3.8% -1.1% 4.8% 7.6% 8.1% 6.5% 6.5% 15/06/2005 Chart »
International Growth Fund 1.8% 11.3% 16.4% 14.0% 7.5% 8.5% 9.0% 5.8% 6.2% 7/11/2007 Chart »


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

Fund 1
mth
3
mths
6
mths
12
mths
2
yrs*
3
yrs*
5
yrs*
7
yrs*
Since
inception*
Date of
inception
KiwiSaver Conservative Fund 0.8% 2.3% 4.0% 4.2% 4.9% 5.8% 6.5% 6.2% 5.5% 12/06/2009
KiwiSaver Growth Fund 0.5% 4.5% 8.5% 8.2% 7.6% 8.8% 11.3% 8.8% 6.9% 2/10/2007
KiwiSaver Balanced Strategy++ 0.6% 3.5% 6.5% 6.6% 6.4% 7.4% 8.8% 7.5% 7.7% 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 Conservative 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.

Fund 1
mth
3
mths
6
mths
12
mths
2
yrs*
3
yrs*
5
yrs*
7
yrs*
Since
inception*
Date of
inception
 
Premium Income Fund 0.6% 0.9% 2.6% 3.9% 4.0% 4.9% 10/10/2014 Chart »
Premium Property & Infrastructure Fund+** 2.2% 7.1% 15.3% 13.9% 11.6% 12.6% 14.0% 11.2% 12.7% 26/01/2009 Chart »
Premium New Zealand Fund 1.4% 2.8% 7.4% 6.4% 12.4% 10.9% 15.7% 14.5% 5.4% 1/03/2007 Chart »
Premium Australian Fund -3.0% 2.5% 3.6% -0.8% 4.9% 7.7% 8.4% 6.8% 3.3% 1/03/2007 Chart »
Premium International Fund 1.8% 11.0% 16.1% 13.8% 7.8% 9.0% 9.4% 6.2% 6.6% 1/11/2007 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.

Fund 1
mth
3
mths
6
mths
12
mths
2
yrs*
3
yrs*
5
yrs*
7
yrs*
Since
inception*
Date of
inception
Fisher Funds TWO KiwiSaver Cash Enhanced Fund 0.7% 2.0% 3.5% 4.5% 5.2% 5.9% 6.1% 5.9% 5.4% 1/10/2007
Fisher Funds TWO KiwiSaver Preservation Fund 0.2% 0.7% 1.2% 2.4% 2.6% 2.9% 3.1% 3.1% 3.7% 1/10/2007
Fisher Funds TWO KiwiSaver Conservative Fund 0.6% 2.1% 3.7% 4.7% 5.1% 6.0% 6.5% 6.3% 5.5% 1/10/2007
Fisher Funds TWO KiwiSaver Balanced Fund 0.5% 3.0% 5.8% 6.7% 6.2% 7.3% 9.1% 7.6% 5.7% 1/10/2007
Fisher Funds TWO KiwiSaver Growth Fund 0.3% 3.5% 7.3% 8.1% 6.6% 8.0% 11.0% 8.7% 4.8% 1/10/2007
Fisher Funds TWO KiwiSaver Equity Fund 0.1% 4.1% 9.4% 9.4% 6.7% 8.5% 12.3% 8.7% 3.1% 1/10/2007

All returns are in New Zealand Dollars.
Performance figures are gross of tax and net of management and trustee fees.
Performance figures have been annualised where the performance period is more than one year.
Performance figures do not include entry or monitoring fees.
Past performance is not necessarily indicative of future performance.

Fund 1
mth
3
mths
6
mths
12
mths
2
yrs*
3
yrs*
5
yrs*
7
yrs*
Since
inception*
Date of
inception
Fisher Funds CashPlus Fund 0.2% 0.6% 1.1% 2.2% 2.4% 2.6% 2.5% 2.6% 2.9% 30/04/2008
Fisher Funds New Zealand Fixed Income Trust 1.2% 2.4% 2.6% 1.5% 4.1% 4.9% 3.6% 4.1% 20/07/2011
Fisher Funds BondPlus Fund 0.6% 1.3% 2.6% 3.4% 3.9% 5.0% 5.6% 6.8% 6.3% 1/11/1990
Fisher Funds Multi Sector Fund 0.4% 2.6% 5.1% 5.3% 5.0% 6.2% 8.7% 7.2% 5.2% 29/04/1988
Fisher Funds Trans Tasman Equity Trust -0.3% 2.5% 5.5% 2.3% 9.7% 9.5% 13.2% 10.5% 6.3% 29/11/1985
Fisher Funds Global Fund 0.3% 5.0% 11.6% 12.8% 3.1% 6.2% 11.8% 7.5% 5.3% 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.

Fund 1
mth
3
mths
6
mths
12
mths
2
yrs*
3
yrs*
5
yrs*
7
yrs*
Since
inception*
Date of
inception
Fisher Funds LifeSaver Preservation Fund 0.2% 0.7% 1.3% 2.6% 2.8% 3.1% 3.2% 3.2% 3.9% 1/07/2006
Fisher Funds LifeSaver New Zealand Fixed Income Fund 1.3% 2.6% 2.9% 2.0% 4.8% 5.5% 4.1% 5.3% 5.3% 1/09/1991
Fisher Funds LifeSaver Conservative Fund 0.6% 2.1% 3.7% 4.7% 5.2% 6.1% 6.7% 6.3% 5.3% 1/10/2006
Fisher Funds LifeSaver Balanced Fund 0.4% 2.9% 5.8% 6.7% 6.2% 7.4% 9.1% 7.7% 6.0% 1/07/2006
Fisher Funds LifeSaver Growth Fund 0.3% 3.3% 7.3% 7.9% 6.7% 8.1% 11.2% 8.9% 4.9% 1/10/2006
Fisher Funds LifeSaver Equity Fund 0.1% 3.9% 9.4% 9.1% 6.7% 8.5% 12.4% 8.7% 3.8% 1/07/2006
Fisher Funds LifeSaver Trans Tasman Equity Fund -0.2% 2.7% 6.0% 3.3% 10.8% 10.6% 14.2% 11.7% 7.9% 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'.

Fund 1
mth
3
mths
6
mths
12
mths
2
yrs*
3
yrs*
5
yrs*
7
yrs*
Since
inception*
Date of
inception
FuturePlan Balanced Fund 0.4% 2.7% 5.3% 5.7% 5.3% 6.5% 8.2% 6.9% 4.9% 1/10/1989
FuturePlan Capital Protected Fund 0.1% 0.4% 0.7% 1.5% 1.5% 1.5% 1.5% 1.7% 0.7% 1/11/1990
FuturePlan Emerging Markets Fund 0.0% 8.9% 14.5% 10.8% 1.1% 6.2% 5.6% 2.6% 4.3% 1/10/1993
FuturePlan Growth Fund 0.3% 3.2% 6.9% 7.1% 5.8% 7.2% 10.1% 7.6% 4.5% 1/09/1993
FuturePlan International Companies Fund 0.2% 4.8% 11.9% 12.8% 3.1% 6.0% 10.8% 7.7% 4.7% 1/11/1993
FuturePlan Property Fund 0.9% 2.9% 3.5% 8.4% 9.0% 8.5% 9.1% 7.1% 7.5% 1/12/1994
FuturePlan Trans Tasman Equity Fund -0.3% 2.5% 5.4% 2.3% 9.7% 9.5% 13.2% 10.8% 6.4% 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.


Fisher Funds Managed Funds

Income Fund+
1 month 0.6%
3 months 0.9%
6 month 2.6%
12 months 3.7%
2 years* 4.0%
3 years* 4.9%
5 years* 4.9%
Since inception* 5.1%
Date of inception 18/04/2011
Fund Performance Chart »
Property & Infrastructure Fund+**
1 month 2.2%
3 months 7.2%
6 month 15.3%
12 months 13.6%
2 years* 11.1%
3 years* 12.2%
5 years* 13.5%
7 years* 10.6%
Since inception* 12.0%
Date of inception 5/12/2008
Fund Performance Chart »
New Zealand Growth Fund
1 month 1.5%
3 months 2.9%
6 month 7.2%
12 months 6.2%
2 years* 12.5%
3 years* 10.8%
5 years* 15.6%
7 years* 14.3%
Since inception* 11.1%
Date of inception 10/08/1998
Fund Performance Chart »
Australian Growth Fund
1 month -2.9%
3 months 2.7%
6 month 3.8%
12 months -1.1%
2 years* 4.8%
3 years* 7.6%
5 years* 8.1%
7 years* 6.5%
Since inception* 6.5%
Date of inception 15/06/2005
Fund Performance Chart »
International Growth Fund
1 month 1.8%
3 months 11.3%
6 month 16.4%
12 months 14.0%
2 years* 7.5%
3 years* 8.5%
5 years* 9.0%
7 years* 5.8%
Since inception* 6.2%
Date of inception 7/11/2007
Fund Performance Chart »


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


Fisher Funds KiwiSaver Scheme

KiwiSaver Conservative Fund
1 month 0.8%
3 months 2.3%
6 month 4.0%
12 months 4.2%
2 years* 4.9%
3 years* 5.8%
5 years* 6.5%
7 years* 6.2%
Since inception* 5.5%
Date of inception 12/06/2009
KiwiSaver Growth Fund
1 month 0.5%
3 months 4.5%
6 month 8.5%
12 months 8.2%
2 years* 7.6%
3 years* 8.8%
5 years* 11.3%
7 years* 8.8%
Since inception* 6.9%
Date of inception 2/10/2007
KiwiSaver Balanced Strategy++
1 month 0.6%
3 months 3.5%
6 month 6.5%
12 months 6.6%
2 years* 6.4%
3 years* 7.4%
5 years* 8.8%
7 years* 7.5%
Since inception* 7.7%
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 Conservative 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.


Fisher Funds Premium Service

Premium Income Fund
1 month 0.6%
3 months 0.9%
6 month 2.6%
12 months 3.9%
2 years* 4.0%
Since inception* 4.9%
Date of inception 10/10/2014
Fund Performance Chart »
Premium Property & Infrastructure Fund+**
1 month 2.2%
3 months 7.1%
6 month 15.3%
12 months 13.9%
2 years* 11.6%
3 years* 12.6%
5 years* 14.0%
7 years* 11.2%
Since inception* 12.7%
Date of inception 26/01/2009
Fund Performance Chart »
Premium New Zealand Fund
1 month 1.4%
3 months 2.8%
6 month 7.4%
12 months 6.4%
2 years* 12.4%
3 years* 10.9%
5 years* 15.7%
7 years* 14.5%
Since inception* 5.4%
Date of inception 1/03/2007
Fund Performance Chart »
Premium Australian Fund
1 month -3.0%
3 months 2.5%
6 month 3.6%
12 months -0.8%
2 years* 4.9%
3 years* 7.7%
5 years* 8.4%
7 years* 6.8%
Since inception* 3.3%
Date of inception 1/03/2007
Fund Performance Chart »
Premium International Fund
1 month 1.8%
3 months 11.0%
6 month 16.1%
12 months 13.8%
2 years* 7.8%
3 years* 9.0%
5 years* 9.4%
7 years* 6.2%
Since inception* 6.6%
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.


Fisher Funds TWO KiwiSaver Scheme

Fisher Funds TWO KiwiSaver Cash Enhanced Fund
1 month 0.7%
3 months 2.0%
6 month 3.5%
12 months 4.5%
2 years* 5.2%
3 years* 5.9%
5 years* 6.1%
7 years* 5.9%
Since inception* 5.4%
Date of inception 1/10/2007
Fisher Funds TWO KiwiSaver Preservation Fund
1 month 0.2%
3 months 0.7%
6 month 1.2%
12 months 2.4%
2 years* 2.6%
3 years* 2.9%
5 years* 3.1%
7 years* 3.1%
Since inception* 3.7%
Date of inception 1/10/2007
Fisher Funds TWO KiwiSaver Conservative Fund
1 month 0.6%
3 months 2.1%
6 month 3.7%
12 months 4.7%
2 years* 5.1%
3 years* 6.0%
5 years* 6.5%
7 years* 6.3%
Since inception* 5.5%
Date of inception 1/10/2007
Fisher Funds TWO KiwiSaver Balanced Fund
1 month 0.5%
3 months 3.0%
6 month 5.8%
12 months 6.7%
2 years* 6.2%
3 years* 7.3%
5 years* 9.1%
7 years* 7.6%
Since inception* 5.7%
Date of inception 1/10/2007
Fisher Funds TWO KiwiSaver Growth Fund
1 month 0.3%
3 months 3.5%
6 month 7.3%
12 months 8.1%
2 years* 6.6%
3 years* 8.0%
5 years* 11.0%
7 years* 8.7%
Since inception* 4.8%
Date of inception 1/10/2007
Fisher Funds TWO KiwiSaver Equity Fund
1 month 0.1%
3 months 4.1%
6 month 9.4%
12 months 9.4%
2 years* 6.7%
3 years* 8.5%
5 years* 12.3%
7 years* 8.7%
Since inception* 3.1%
Date of inception 1/10/2007

All returns are in New Zealand Dollars.
Performance figures are gross of tax and net of management and trustee fees.
Performance figures have been annualised where the performance period is more than one year.
Performance figures do not include entry or monitoring fees.
Past performance is not necessarily indicative of future performance.


Fisher Funds Investment Series

Fisher Funds CashPlus Fund
1 month 0.2%
3 months 0.6%
6 month 1.1%
12 months 2.2%
2 years* 2.4%
3 years* 2.6%
5 years* 2.5%
7 years* 2.6%
Since inception* 2.9%
Date of inception 30/04/2008
Fisher Funds New Zealand Fixed Income Trust
1 month 1.2%
3 months 2.4%
6 month 2.6%
12 months 1.5%
2 years* 4.1%
3 years* 4.9%
5 years* 3.6%
Since inception* 4.1%
Date of inception 20/07/2011
Fisher Funds BondPlus Fund
1 month 0.6%
3 months 1.3%
6 month 2.6%
12 months 3.4%
2 years* 3.9%
3 years* 5.0%
5 years* 5.6%
7 years* 6.8%
Since inception* 6.3%
Date of inception 1/11/1990
Fisher Funds Multi Sector Fund
1 month 0.4%
3 months 2.6%
6 month 5.1%
12 months 5.3%
2 years* 5.0%
3 years* 6.2%
5 years* 8.7%
7 years* 7.2%
Since inception* 5.2%
Date of inception 29/04/1988
Fisher Funds Trans Tasman Equity Trust
1 month -0.3%
3 months 2.5%
6 month 5.5%
12 months 2.3%
2 years* 9.7%
3 years* 9.5%
5 years* 13.2%
7 years* 10.5%
Since inception* 6.3%
Date of inception 29/11/1985
Fisher Funds Global Fund
1 month 0.3%
3 months 5.0%
6 month 11.6%
12 months 12.8%
2 years* 3.1%
3 years* 6.2%
5 years* 11.8%
7 years* 7.5%
Since inception* 5.3%
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.


Fisher Funds LifeSaver Plan

Fisher Funds LifeSaver Preservation Fund
1 month 0.2%
3 months 0.7%
6 month 1.3%
12 months 2.6%
2 years* 2.8%
3 years* 3.1%
5 years* 3.2%
7 years* 3.2%
Since inception* 3.9%
Date of inception 1/07/2006
Fisher Funds LifeSaver New Zealand Fixed Income Fund
1 month 1.3%
3 months 2.6%
6 month 2.9%
12 months 2.0%
2 years* 4.8%
3 years* 5.5%
5 years* 4.1%
7 years* 5.3%
Since inception* 5.3%
Date of inception 1/09/1991
Fisher Funds LifeSaver Conservative Fund
1 month 0.6%
3 months 2.1%
6 month 3.7%
12 months 4.7%
2 years* 5.2%
3 years* 6.1%
5 years* 6.7%
7 years* 6.3%
Since inception* 5.3%
Date of inception 1/10/2006
Fisher Funds LifeSaver Balanced Fund
1 month 0.4%
3 months 2.9%
6 month 5.8%
12 months 6.7%
2 years* 6.2%
3 years* 7.4%
5 years* 9.1%
7 years* 7.7%
Since inception* 6.0%
Date of inception 1/07/2006
Fisher Funds LifeSaver Growth Fund
1 month 0.3%
3 months 3.3%
6 month 7.3%
12 months 7.9%
2 years* 6.7%
3 years* 8.1%
5 years* 11.2%
7 years* 8.9%
Since inception* 4.9%
Date of inception 1/10/2006
Fisher Funds LifeSaver Equity Fund
1 month 0.1%
3 months 3.9%
6 month 9.4%
12 months 9.1%
2 years* 6.7%
3 years* 8.5%
5 years* 12.4%
7 years* 8.7%
Since inception* 3.8%
Date of inception 1/07/2006
Fisher Funds LifeSaver Trans Tasman Equity Fund
1 month -0.2%
3 months 2.7%
6 month 6.0%
12 months 3.3%
2 years* 10.8%
3 years* 10.6%
5 years* 14.2%
7 years* 11.7%
Since inception* 7.9%
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'.


FuturePlan

FuturePlan Balanced Fund
1 month 0.4%
3 months 2.7%
6 month 5.3%
12 months 5.7%
2 years* 5.3%
3 years* 6.5%
5 years* 8.2%
7 years* 6.9%
Since inception* 4.9%
Date of inception 1/10/1989
FuturePlan Capital Protected Fund
1 month 0.1%
3 months 0.4%
6 month 0.7%
12 months 1.5%
2 years* 1.5%
3 years* 1.5%
5 years* 1.5%
7 years* 1.7%
Since inception* 0.7%
Date of inception 1/11/1990
FuturePlan Emerging Markets Fund
1 month 0.0%
3 months 8.9%
6 month 14.5%
12 months 10.8%
2 years* 1.1%
3 years* 6.2%
5 years* 5.6%
7 years* 2.6%
Since inception* 4.3%
Date of inception 1/10/1993
FuturePlan Growth Fund
1 month 0.3%
3 months 3.2%
6 month 6.9%
12 months 7.1%
2 years* 5.8%
3 years* 7.2%
5 years* 10.1%
7 years* 7.6%
Since inception* 4.5%
Date of inception 1/09/1993
FuturePlan International Companies Fund
1 month 0.2%
3 months 4.8%
6 month 11.9%
12 months 12.8%
2 years* 3.1%
3 years* 6.0%
5 years* 10.8%
7 years* 7.7%
Since inception* 4.7%
Date of inception 1/11/1993
FuturePlan Property Fund
1 month 0.9%
3 months 2.9%
6 month 3.5%
12 months 8.4%
2 years* 9.0%
3 years* 8.5%
5 years* 9.1%
7 years* 7.1%
Since inception* 7.5%
Date of inception 1/12/1994
FuturePlan Trans Tasman Equity Fund
1 month -0.3%
3 months 2.5%
6 month 5.4%
12 months 2.3%
2 years* 9.7%
3 years* 9.5%
5 years* 13.2%
7 years* 10.8%
Since inception* 6.4%
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.

Important Information: * Fund performance figures have been annualised where the performance period is more than one year. Fund performance figures do not include entry fees, exit fees or brokerage fees. Please note that past performance is not necessarily indicative of future returns. Returns can be positive or negative, and returns over different time periods may vary. No returns are promised or guaranteed.

Disclaimer: While all care has been taken in the display of these fund performance figures, neither Fisher Funds Management Limited nor any other person accepts responsibility for any errors.

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