What can the Fisher Funds Global Fund actually invest in?
The fund's Statement of Investment Policy and Objectives (SIPO) defines the asset classes it can hold and the allowable target / min / max weights for each.
Strategic asset allocation ranges
| Asset class | Target | Min | Max |
|---|---|---|---|
| Cash and cash equivalents | 0% | 0% | 30% |
| International shares | 100% | 70% | 100% |
| Alternatives | 0% | 0% | 15% |
Mandate flexibility (sum of max − min across all ranges): 75%. Narrow range — index-tracking style with limited drift.
Responsible-investment approach
Fisher Funds maintains a Master Exclusion List (MEL) identifying countries, sectors and entities not aligned with its responsible investment approach or excluded by law; integrates ESG factors into fundamental research using proprietary and third-party ESG research; and exercises active stewardship through its Proxy Voting Policy across all relevant portfolios.
Derivatives policy
Each fund is permitted to use derivatives that reference investments authorised in the SIPO. Where derivatives are used, the resulting portfolio exposures to investments plus the economic exposure derived by derivative positions must comply with all appropriate guidelines in the SIPO.