Fund-vs-fund · Australasian Equities
Fisher Funds Australian Growth Fund vs Fisher Funds Trans Tasman Equity Trust
Both are Australasian Equities funds available to NZ retail investors. Numbers below are sourced from the FMA Disclose register via Sorted Smart Investor and reflect the latest published quarterly fund updates.
| Metric | Fisher Funds | Fisher Funds | Lower / higher is |
|---|---|---|---|
| Annual fund charge | 0.87% | 1.63% | Lower is better |
| Risk indicator (1–7) | 5 | 5 | Higher = more volatility |
| 5-year return p.a. | 5.32% | 2.21% | Higher is better (past not future) |
| Fund size | NZ$96m | NZ$105m | Larger = more stable, lower close-risk |
| Growth / income split | 98% / 2% | 98% / 2% | More growth = higher long-run return + volatility |
What each fund says it does
Fisher Funds
Fisher Funds Australian Growth Fund
The fund focuses on growth of your investment over the long term by investing in quality Australian companies which can consistently produce increasing earningsFull Fisher Funds Fisher Funds Australian Growth Fund profile →
Fisher Funds
Fisher Funds Trans Tasman Equity Trust
The fund focuses on growth of your investment over the long term by investing in Australasian companiesFull Fisher Funds Fisher Funds Trans Tasman Equity Trust profile →
Important: This comparison is general information only — not personalised financial advice.
Past performance is not a reliable indicator of future returns. The right fund for you depends on your personal
circumstances. Read each fund's Product Disclosure Statement and consider speaking to a licensed financial adviser.