Fisher Funds KiwiSaver Review
Active manager focusing on quality companies and personalized service.
About Fisher Funds KiwiSaver
Fisher Funds is one of New Zealand's largest specialist investment managers, known for their active management style and focus on quality companies. They take a research-intensive approach to identifying companies with strong growth potential.
Their investment philosophy centers on finding businesses with strong competitive advantages, capable management teams, and growth potential. Fisher Funds places significant emphasis on meeting company management and understanding business models in depth.
The provider offers comprehensive customer service and regular investment communications to help investors understand their investments and stay informed about market developments.
Fisher Funds KiwiSaver Funds
Fisher Funds Growth Fund
Actively managed fund focusing on quality growth companies globally and in New Zealand.
Risk Level
High
Management Fee
1.25%
1 Year Return
11.8%
5 Year Return
9.5%
Why Choose Fisher Funds KiwiSaver?
Advantages
- Experienced investment team
- Strong research capabilities
- Quality-focused investment approach
- Comprehensive customer service
- Regular investment communications
Considerations
- Higher fees than passive providers
- Active management may not always outperform
- May be too conservative for some investors
Quick Facts
- Total Assets
- $8.5B
- Average Management Fee
- 1.25%
- Number of Funds
- 7
- Fund Types
- Conservative, Balanced, Growth, Preservation, Income, Property & Infrastructure
Key Features
- Active management
- Quality investment approach
- Personal service
- Regular communications