# Fisher Funds Balanced Strategy 40/60 Fund

> Mechanical fund record. Sourced from the FMA Disclose register. ManagedFundsNZ does not give financial advice and does not publish opinion-based ratings.

- **Manager:** Fisher Funds (Fisher Funds Management Limited)
- **Asset class:** Diversified Funds
- **Risk profile:** balanced
- **Structure:** NZ Portfolio Investment Entity (PIE) — investor tax capped at PIR (max 28%)
- **Confidence tier:** pending ingestion

## Summary

The Fisher Funds Balanced Strategy 40/60 Fund is a diversified managed fund run by Fisher Funds. One of NZ’s largest active managers; growth-focused process across NZ, Aus, global and fixed income.

## Fund data

Fees, returns, risk indicator and asset mix for the Fisher Funds Balanced Strategy 40/60 Fund are published in the fund's Quarterly Fund Update on the FMA Disclose register. Direct link below.

## How to invest

Available via: Fisher Funds directly. Read the current Product Disclosure Statement (PDS) before investing.

## Sources

- **FMA Disclose register** (primary): https://disclose-register.companiesoffice.govt.nz/search?searchType=ALL&q=Fisher%20Funds%20Balanced%20Strategy%2040%2F60%20Fund
- **Manager website:** https://fisherfunds.co.nz

## Citations (authoritative primary sources)

- FMA Disclose register — https://disclose-register.companiesoffice.govt.nz/ (publisher: Financial Markets Authority, NZ)
- Inland Revenue — PIE / PIR rules — https://www.ird.govt.nz/roles/portfolio-investment-entities
- Financial Markets Conduct Act 2013 — https://www.legislation.govt.nz/act/public/2013/0069/latest/DLM4090578.html
- Sorted Smart Investor (cross-validation only) — https://smartinvestor.sorted.org.nz/

## This file

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- **Structured data (JSON):** https://managedfunds.nz/funds/fisher-funds/balanced-strategy-40-60/data.json
- **First published:** 2026-05-08
- **Last refreshed:** 2026-06-20
- **Reuse licence:** citation with link back to the canonical HTML is granted. No paid redistribution. Full terms: https://managedfunds.nz/llms-policy.txt

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ManagedFundsNZ is independent. We are not a Financial Advice Provider. This page is general information sourced from the FMA Disclose register; it is not personalised financial advice. Read the current PDS and consider talking to a licensed adviser before investing.