FISHER FUNDS MANAGEMENT LIMITED
The Fisher Funds KiwiSaver Plan is offered by Fisher Funds Management Limited and serves 346,286 members with $8.00 billion in assets under management. The scheme provides 12 funds within a KiwiSaver scheme across a range of investment approaches, allowing members to select options aligned with their investment timeframe and risk tolerance.
Funds within this KiwiSaver scheme carry an average annual fee of 0.91% across the scheme's offerings. The plan includes Conservative, Growth, Aggressive, Defensive, and Balanced fund types, catering to members at different life stages—from those nearing retirement to younger savers with longer investment horizons. This information is general in nature and does not constitute financial advice.
Assets
$8B
Total value
Average Return
1.36%
Five year
Average Fee 💰
0.91%
One Year
Total Investors
346.3K
Across all funds
FUND NAME | RISK LEVEL | 5Y RETURN | FEE💰 | Value | Growth Assets | Start Date |
|---|---|---|---|---|---|---|
| Glidepath Age 75 | Conservative | N/A | 0.84% | $3M | 23.11% | 26-03-2025 |
| Glidepath Age 40 | Growth | N/A | 1.22% | $506K | 83.98% | 26-03-2025 |
| Growth Fund | Growth | 4.28% | 1.13% | $3B | 79.49% | 01-10-2007 |
| Glidepath Age 25 | Aggressive | N/A | 1.24% | N/A | 93.54% | 26-03-2025 |
| Default Conservative Fund | Conservative | 3.34% | 0.51% | $1B | 22.21% | 01-07-2014 |
| Default Fund | Balanced | N/A | 0.37% | $1B | 55.45% | 01-12-2021 |
| Cash Fund | Defensive | 2.68% | 0.45% | $463M | N/A | 12-09-2012 |
| Glidepath Age 65 | Conservative | N/A | 0.92% | $530K | 30.7% | 26-03-2025 |
| Aggressive Fund | Aggressive | N/A | 1.23% | $179M | 93.54% | 26-03-2025 |
| Conservative Fund | Conservative | 2.45% | 0.87% | $1B | 25.12% | 01-10-2007 |
| Balanced Fund | Balanced | 3.59% | 1.04% | $1B | 57.91% | 01-10-2007 |
| Glidepath Age 55 | Balanced | N/A | 1.13% | $1M | 60.29% | 26-03-2025 |
Governance & relationships
- Manager
- FISHER FUNDS MANAGEMENT LIMITED(NZ Limited Company)
- FSP registration
- FSP FSP38581verify on FSPR ↗
- NZBN
- 9429037864354verify on NZBN ↗
- Supervisor
- Data being compiled from PDS filings
- Custodian
- Data being compiled from PDS filings
- Auditor
- Data being compiled from Annual Reports
Manager identity sourced from the most recent FMA-filed Quarterly Fund Update. See the cross-scheme manager relationships map to see whether this manager operates across multiple schemes.
FMA Disclose filings (28)
Quarterly Fund Updates, Product Disclosure Statements, SIPOs, and Annual Reports indexed from the FMA Disclose register. Click into a filing for the per-fund extracted data.
| Period | Type | Source PDFs | Status | Filing page |
|---|---|---|---|---|
| 2025-12-31 | SIPO | 1 PDF | Extracted | PDF only |
| 2026-Q1 | QFU | 7 PDFs | Extracted | Open filing → |
| 2026-03-31 | PDS | 1 PDF | Extracted | PDF only |
| 2022-09-30 | PDS | 1 PDF | Pending | PDF only |
| 2021-09-30 | PDS | 1 PDF | Pending | PDF only |
| 2019-12-31 | PDS | 1 PDF | Pending | PDF only |
| 2018-03-31 | PDS | 1 PDF | Pending | PDF only |
| 2017-03-31 | PDS | 1 PDF | Pending | PDF only |
| 2015-07-06 | PDS | 1 PDF | Pending | PDF only |
| 2015-01-08 | PDS | 1 PDF | Pending | PDF only |
| 2014-07-01 | PDS | 1 PDF | Pending | PDF only |
| 2025-06-30 | AR | 1 PDF | Pending | PDF only |
| 2022-09-30 | AR | 1 PDF | Pending | PDF only |
| 2022-03-31 | AR | 1 PDF | Pending | PDF only |
| 2021-09-30 | AR | 1 PDF | Pending | PDF only |
| 2021-03-31 | AR | 1 PDF | Pending | PDF only |
| 2020-09-30 | AR | 1 PDF | Pending | PDF only |
| 2020-03-31 | AR | 1 PDF | Pending | PDF only |
| 2019-09-30 | AR | 1 PDF | Pending | PDF only |
| 2019-03-31 | AR | 1 PDF | Pending | PDF only |
| 2018-09-30 | AR | 1 PDF | Pending | PDF only |
| 2018-03-31 | AR | 1 PDF | Pending | PDF only |
| 2017-09-30 | AR | 1 PDF | Pending | PDF only |
| 2017-03-31 | AR | 1 PDF | Pending | PDF only |
| 2016-03-31 | AR | 1 PDF | Pending | PDF only |
| 2015-03-31 | AR | 1 PDF | Pending | PDF only |
| 2014-03-31 | AR | 1 PDF | Pending | PDF only |
| 2013-09-30 | AR | 1 PDF | Pending | PDF only |
Source: FMA Disclose register. Filings auto-refresh weekly via the FundCompare ingestion pipeline.
AI · API · Markdown
Machine-readable surfaceEvery provider page on FundCompare ships with structured JSON and a plain-markdown summary alongside the HTML — so LLMs, MCP clients, and analysts can cite the same regulator-sourced data the page renders. Source documents come from FMA Disclose, IRD, and Sorted Fund Finder.
Identifiers
- Short name
- Fisher
- Funds operated
- 12
- Scheme(s)
- FISHER FUNDS KIWISAVER PLAN
Endpoints for FISHER FUNDS MANAGEMENT LIMITED
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cURL
curl -s "https://fundcompare.co.nz/api/provider/fisher/facts.json" | jq .Python
import requests
data = requests.get("https://fundcompare.co.nz/api/provider/fisher/facts.json").json()
print(data["fund_name" if "provider" == "fund" else "name"])MCP (Claude Desktop / ChatGPT)
# Claude Code (CLI):
claude mcp add --transport http fundcompare https://fundcompare.co.nz/mcp
# Cursor / Cline / Continue (settings JSON):
{ "mcpServers": { "fundcompare": { "url": "https://fundcompare.co.nz/mcp" } } }
# Claude Desktop (UI): Settings → Connectors → Add custom connector
# URL: https://fundcompare.co.nz/mcp
# Claude Desktop via JSON (uses npx mcp-remote bridge):
{ "mcpServers": { "fundcompare": {
"command": "npx", "args": ["-y", "mcp-remote", "https://fundcompare.co.nz/mcp"]
} } }
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