Fisher Funds KiwiSaver Plan
Managed by Fisher Funds Management Limited
Fisher Funds Management Limited operates the Fisher Funds KiwiSaver Plan, which serves 435,784 members and manages $13.38 billion in assets. The scheme offers 12 funds across a range of investment approaches, enabling members to select options aligned with their investment horizon and risk tolerance. This breadth of choice allows participants to tailor their retirement savings strategy within a single scheme structure.
The Fisher Funds KiwiSaver Plan charges an average annual fee of 0.92% across its funds. Members can access Conservative, Defensive, Balanced, Growth, and Aggressive funds within a KiwiSaver scheme, catering to investors at different life stages—from those nearing retirement to younger savers with longer investment timeframes. This information is general in nature and does not constitute financial advice.
Summary written 28 October 2026; its figures may predate the key facts below, which are current.
Assets
$13B
Total value
Average Return
3.38%
Five year
Average Fee 💰
0.92%
One Year
Total Investors
435.8K
Across all funds
Fisher Funds KiwiSaver Plan: key facts
- Scheme
- Fisher Funds KiwiSaver Plan
- Managed by
- Fisher Funds Management Limited (FSP 38581)
- Funds
- 12
- Members (summed across funds)
- 435,784
- Funds under management
- $13.4B
- Share of the KiwiSaver money we track
- 9.0%
- Annual fee range
- 0.36% to 1.24%
- Oldest fund started
- 1 October 2007
Data as at 31 March 2026 for most funds (later where a newer quarterly fund update has been filed). Members are summed across funds, so a member in two funds counts twice.
Fisher Funds KiwiSaver Plan funds by risk profile
- Defensive: 1 fund
- Conservative: 4 funds
- Balanced: 3 funds
- Growth: 2 funds
- Aggressive: 2 funds
Highest five-year return in each fund type
| Fund type | Fund | 5-year return (a year) | Annual fee |
|---|---|---|---|
| Defensive | Cash Fund | 2.78% | 0.47% |
| Conservative (of 2) | Default Conservative Fund | 3.34% | 0.51% |
| Balanced | Balanced Fund | 3.82% | 1.11% |
| Growth | Growth Fund | 4.46% | 1.23% |
After fees and tax, among this provider's funds with a five-year record. Data as at 31 March 2026 for most funds (later where a newer quarterly fund update has been filed). Past performance is not a reliable indicator of future returns.
FUND NAME | RISK LEVEL | 5Y RETURN | FEE💰 | Value | Growth Assets | Start Date |
|---|---|---|---|---|---|---|
| Glidepath Age 75 | Conservative | No 5-year average return figure held. Recorded fund start date 26 March 2025 is less than five years before March 2026. | 0.84% | $3M | 23.11% | 26-03-2025 |
| Glidepath Age 40 | Growth | No 5-year average return figure held. Recorded fund start date 26 March 2025 is less than five years before March 2026. | 1.22% | $506K | 83.98% | 26-03-2025 |
| Growth Fund | Growth | 4.46% | 1.23% | $4B | 79.49% | 01-10-2007 |
| Glidepath Age 25 | Aggressive | No 5-year average return figure held. Recorded fund start date 26 March 2025 is less than five years before March 2026. | 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 | No 5-year average return figure held. Recorded fund start date 1 December 2021 is less than five years before March 2026. | 0.36% | $1B | 55.45% | 01-12-2021 |
| Cash Fund | Defensive | 2.78% | 0.47% | $515M | N/A | 12-09-2012 |
| Glidepath Age 65 | Conservative | No 5-year average return figure held. Recorded fund start date 26 March 2025 is less than five years before March 2026. | 0.92% | $530K | 30.7% | 26-03-2025 |
| Aggressive Fund | Aggressive | No 5-year average return figure held. Recorded fund start date 26 March 2025 is less than five years before March 2026. | 1.16% | $574M | 93.54% | 26-03-2025 |
| Conservative Fund | Conservative | 2.49% | 0.9% | $1B | 25.12% | 01-10-2007 |
| Balanced Fund | Balanced | 3.82% | 1.11% | $4B | 57.91% | 01-10-2007 |
| Glidepath Age 55 | Balanced | No 5-year average return figure held. Recorded fund start date 26 March 2025 is less than five years before March 2026. | 1.13% | $1M | 60.29% | 26-03-2025 |
About “N/A” in return figures: it means no figure is held, not a return of zero. Of the 12 funds listed, 5 have a 5-year average return. Figures are drawn from fund disclosures on the FMA Disclose register, chiefly quarterly fund updates. Each fund shows the most recent figure held; the latest quarter broadly covered across all funds is March 2026. A fund too new to report a period has no figure for it; other gaps are figures not yet captured from the updates ingested so far.
Governance & relationships
- Manager
- FISHER FUNDS MANAGEMENT LIMITED(NZ Limited Company)
- FSP registration
- FSP FSP38581verify on FSPR ↗
- NZBN
- 9429037864354verify on NZBN ↗
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 (29)
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 | Open filing → |
| 2026-Q2 | QFU | 7 PDFs | Extracted | Open filing → |
| 2026-Q1 | QFU | 7 PDFs | Extracted | Open filing → |
| 2026-03-31 | PDS | 1 PDF | Extracted | Open filing → |
| 2022-09-30 | PDS | 1 PDF | Pending | Open filing → |
| 2021-09-30 | PDS | 1 PDF | Pending | Open filing → |
| 2019-12-31 | PDS | 1 PDF | Pending | Open filing → |
| 2018-03-31 | PDS | 1 PDF | Pending | Open filing → |
| 2017-03-31 | PDS | 1 PDF | Pending | Open filing → |
| 2015-07-06 | PDS | 1 PDF | Pending | Open filing → |
| 2015-01-08 | PDS | 1 PDF | Pending | Open filing → |
| 2014-07-01 | PDS | 1 PDF | Pending | Open filing → |
| 2025-06-30 | AR | 1 PDF | Pending | Open filing → |
| 2022-09-30 | AR | 1 PDF | Pending | Open filing → |
| 2022-03-31 | AR | 1 PDF | Pending | Open filing → |
| 2021-09-30 | AR | 1 PDF | Pending | Open filing → |
| 2021-03-31 | AR | 1 PDF | Pending | Open filing → |
| 2020-09-30 | AR | 1 PDF | Pending | Open filing → |
| 2020-03-31 | AR | 1 PDF | Pending | Open filing → |
| 2019-09-30 | AR | 1 PDF | Pending | Open filing → |
| 2019-03-31 | AR | 1 PDF | Pending | Open filing → |
| 2018-09-30 | AR | 1 PDF | Pending | Open filing → |
| 2018-03-31 | AR | 1 PDF | Pending | Open filing → |
| 2017-09-30 | AR | 1 PDF | Pending | Open filing → |
| 2017-03-31 | AR | 1 PDF | Pending | Open filing → |
| 2016-03-31 | AR | 1 PDF | Pending | Open filing → |
| 2015-03-31 | AR | 1 PDF | Pending | Open filing → |
| 2014-03-31 | AR | 1 PDF | Pending | Open filing → |
| 2013-09-30 | AR | 1 PDF | Pending | Open filing → |
Source: FMA Disclose register. Filings auto-refresh weekly via the FundCompare ingestion pipeline.
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Identifiers
- Short name
- Fisher
- Funds operated
- 12
- Scheme(s)
- Fisher Funds KiwiSaver Plan
Endpoints for Fisher Funds Management Limited
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} } }
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