Fisher Funds KiwiSaver

Fisher Funds manages the KiwiSaver investments of over 200,000 New Zealanders. It has three predominantly actively managed KiwiSaver schemes:

Fisher Funds KiwiSaver Scheme: built from the ground up by Fisher Funds’ investment team.

Fisher Funds TWO KiwiSaver Scheme: acquired when Fisher Funds bought Tower Investments from Tower Limited, in 2013.

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.

Fisher Funds KiwiSaver Scheme

It offers six 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

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.

Fisher Funds TWO KiwiSaver Scheme

Fisher Funds TWO has five funds, and also offers GlidePath:

• Preservation Fund
• Conservative Fund
• Balanced Fund
• Growth Fund
• Equity Fund

Fisher Funds KiwiSaver Plan

Has six KiwiSaver funds, each offering a different level of potential return and targeted to the needs of a different life stage. As with the Fisher Funds KiwiSaver Scheme, you can mix and match your choice of funds to suit your investor profile.

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