ManagedFunds.nz

Fund-vs-fund · International Equities

Fisher Funds Global Fund vs Hyperion Global Growth Companies PIE Fund

Both are International 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 Hyperion Lower / higher is
Annual fund charge 1.64% 4.38% Lower is better
Risk indicator (1–7) 5 6 Higher = more volatility
5-year return p.a. 8.54% Higher is better
(past not future)
Fund size NZ$167m NZ$177m Larger = more stable, lower close-risk
Growth / income split 78% / 22% 98% / 2% More growth = higher long-run return + volatility

What each fund says it does

Fisher Funds

Fisher Funds Global Fund

The fund focuses on growth of your investment over the long term by investing in international companies
Full Fisher Funds Fisher Funds Global Fund profile →

Hyperion

Hyperion Global Growth Companies PIE Fund

The Fund invests primarily in growth-oriented companies primarily listed on a recognised global exchange, at the time of initial investment, and will also have some exposure to cash.
Full Hyperion Hyperion Global Growth Companies PIE Fund 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.