Fund manager
FISHER FUNDS MANAGEMENT LIMITED
FISHER FUNDS MANAGEMENT LIMITED manages 12 KiwiSaver scheme funds across 1 scheme, with combined assets of $8.00B.
Identifiers
- Manager type
- NZ Limited Company
- FSPR registration
- FSP FSP38581 · verify on FSPR ↗
- NZBN
- 9429037864354 · verify on NZBN ↗
- Average annual fee across managed funds
- 0.91%
Fisher — 12 funds
| Fund | Type | Annual fee | 5y avg return | Fund size |
|---|---|---|---|---|
| Glidepath Age 75 | Conservative | 0.84% | — | $3M |
| Glidepath Age 40 | Growth | 1.22% | — | $1M |
| Growth Fund | Growth | 1.13% | 4.27% | $2796M |
| Glidepath Age 25 | Aggressive | 1.24% | — | — |
| Default Conservative Fund | Conservative | 0.51% | 3.34% | $1004M |
| Cash Fund | Defensive | 0.45% | 2.68% | $463M |
| Default Fund | Balanced | 0.37% | — | $1005M |
| Glidepath Age 65 | Conservative | 0.92% | — | $1M |
| Aggressive Fund | Aggressive | 1.23% | — | $179M |
| Conservative Fund | Conservative | 0.87% | 2.44% | $1291M |
| Balanced Fund | Balanced | 1.04% | 3.58% | $1252M |
| Glidepath Age 55 | Balanced | 1.13% | — | $1M |
Manager identity and FSP registration sourced from the most recent FMA-filed Quarterly Fund Update for each fund. Supervisor, custodian, and auditor relationships are typically disclosed in each scheme's Product Disclosure Statement and Statement of Investment Policy and Objectives.
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.
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