Which New Zealand managed funds does Fisher Funds Management Limited manage?

Fisher Funds Management Limited is named as the licensed manager in the SIPO of 11 New Zealand retail managed funds, across 2 schemes. The full list, with the SIPO that states each one, is at https://managedfunds.nz/licensed-manager/fisher-funds-management/funds/. Only funds whose SIPO has been ingested are counted, so this is a floor.

Does Fisher Funds Management choose the investments in these funds?

Holding the FMA licence for a scheme is a distinct role from selecting the investments within it, and from custody and supervision. The SIPO names the licensed manager; the investment manager, custodian and supervisor may be other parties and are stated separately in the scheme documents.

Fisher Funds Management

Fisher Funds Management Limited

Fisher Funds Management Limited is named as the licensed manager in the Statement of Investment Policy and Objectives of 11 funds in our universe, across 2 schemes. Each row links to the SIPO that states it.

Fund	Brand	Asset class	SIPO
Fisher Funds Australian Growth Fund	Fisher Funds	Australasian Equities	SIPO
Fisher Funds BondPlus Fund	Fisher Funds	International FI	SIPO
Fisher Funds Conservative Fund	Fisher Funds	Diversified	SIPO
Fisher Funds Global Fund	Fisher Funds	International Equities	SIPO
Fisher Funds Growth Fund	Fisher Funds	Diversified	SIPO
Fisher Funds Income Fund	Fisher Funds	International FI	SIPO
Fisher Funds International Growth Fund	Fisher Funds	International Equities	SIPO
Fisher Funds New Zealand Fixed Income Trust	Fisher Funds	NZ Fixed Interest	SIPO
Fisher Funds New Zealand Growth Fund	Fisher Funds	Australasian Equities	SIPO
Fisher Funds Property & Infrastructure Fund	Fisher Funds	Listed Property	SIPO
Fisher Funds Trans Tasman Equity Trust	Fisher Funds	Australasian Equities	SIPO

Source: each scheme's Statement of Investment Policy and Objectives, lodged on the FMA Disclose register; most recent SIPO in this list dated 2026-03-08. Only funds whose SIPO we have ingested appear here, so this list is a floor rather than a complete record of the Fisher Funds Management range. Information only — not financial advice.