Fisher Funds KiwiSaver

Fisher Funds manages the KiwiSaver investments of over 500,000 New Zealanders. It has three predominantly actively managed KiwiSaver schemes:

Fisher Funds KiwiSaver Scheme: built from the ground up by Fisher Funds’ investment team. Not open to new members.

Fisher Funds TWO KiwiSaver Scheme: acquired when Fisher Funds bought Tower Investments from Tower Limited, in 2013. Not open to new members.

Fisher Funds KiwiSaver Plan: created when Kiwi Wealth became part of Fisher Funds, in 2022. The Fisher Funds KiwiSaver Plan is one of the NZ Government’s default KiwiSaver funds.

It offers seven KiwiSaver funds, each offering a different level of potential return and targeted to the needs of a different life stage:

• Cash Fund
• Default Conservative Fund
• Conservative Fund
• Default Fund
• Balanced Fund
• Growth Fund
• Aggressive Fund

Or you can build your own strategy by choosing a mix of funds. The funds contain varying mixes of assets, with cash and fixed-interest bonds (income assets) making up most of the conservative funds, and equities (growth assets) making up more of the growth options.

Fisher Funds also offers GlidePath, which automatically allocates and adjusts your savings annually to a fund or a mix of funds appropriate for your age.