FISHER FUNDS KIWISAVER PLAN
SIPO change history
Each Statement of Investment Policy and Objectives (SIPO) issued for the FISHER FUNDS KIWISAVER PLAN is archived here. SIPO changes describe the scheme's investment strategy — asset-allocation ranges, hedging policy, derivatives use, ESG framework, external managers — so all funds in the scheme share this history.
Per-SIPO readings
| SIPO as at | Investment objective | Asset allocation ranges | Currency hedging policy | ESG / responsible investment policy | External investment manager | Derivatives policy | Performance fee structure |
|---|---|---|---|---|---|---|---|
| 31 December 2025 | 5. Investment objectives.............................................................................................… | {"cash":"100%25%","nz_equities":"7.0%0.0%","intl_equities":"11.0%0.0%","listed_property":"0.0%0.0%","nz_fixed_interes… | — | {"mentions":5,"verbatim":"...........................................................................................… | external managers • Setting portfolio objectives and constraints • Reviewing and approving strategic asset | Derivatives .........................................................................................................… | — |
Diff appears next SIPO
We have one SIPO on file. The first comparison appears once the next SIPO is ingested — typically when the issuer publishes a revised SIPO (cadence varies; usually annual or on material change).
Data sources
- FMA Disclose register — Statements of Investment Policy and Objectives
- Provider websites — issuer-published SIPO PDFs
SIPO field extraction uses FMA-mandated section anchors. Long fields (objective, ESG verbatim, derivatives policy) are truncated in the table — verify against the source PDF for the full text. General information only — not financial advice.
FundCompare
Compare every KiwiSaver scheme fund on the FMA Disclose register. Quarterly refresh from Sorted Smart Investor. Independent — not a Financial Advice Provider, general information only.