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Fund manager

Fisher Funds

Fisher Funds Management Limited

One of NZ’s largest active managers; growth-focused process across NZ, Aus, global and fixed income.

Funds tracked
15
Headquarters
Takapuna
Fisher Funds websiteRead the Fisher Funds review →

Peer managers

Other NZ managers in Diversified

Scheme governance

Audit, trustee, history

Diversified Funds

Aggressive, growth, balanced and conservative one-stop funds.

6 funds
Fisher Funds Conservative Fund
Fee
1.35%
5y return
1.67%
Risk
3/7
PIE · capped at PIR (max 28%)conservative
Fisher Funds Growth Fund
Fee
1.46%
5y return
3.05%
Risk
4/7
PIE · capped at PIR (max 28%)growth
Fisher Funds Aggressive Fund
PIE · capped at PIR (max 28%)aggressive
Fisher Funds Balanced Fund
PIE · capped at PIR (max 28%)balanced
Fisher Funds Balanced Strategy 40/60 Fund
PIE · capped at PIR (max 28%)balanced
Fisher Funds Balanced Strategy 45/55 Fund
PIE · capped at PIR (max 28%)balanced

Australasian Equities

NZ and Trans-Tasman shares — active, index and ETF wrappers.

3 funds
Fisher Funds Australian Growth Fund
Fee
0.87%
5y return
1.31%
Risk
5/7
PIE · capped at PIR (max 28%)
Fisher Funds New Zealand Growth Fund
Fee
1.42%
5y return
1.47%
Risk
5/7
PIE · capped at PIR (max 28%)
Fisher Funds Trans Tasman Equity Trust
Fee
1.63%
5y return
0.55%
Risk
5/7
PIE · capped at PIR (max 28%)

International Equities

Global, US, Europe, Asia, emerging markets and thematic.

2 funds
Fisher Funds Global Fund
Fee
1.64%
5y return
5.51%
Risk
5/7
PIE · capped at PIR (max 28%)
Fisher Funds International Growth Fund
Fee
1.31%
5y return
0.26%
Risk
6/7
PIE · capped at PIR (max 28%)

New Zealand Fixed Interest

NZ government and corporate bonds.

1 fund
Fisher Funds New Zealand Fixed Income Trust
Fee
0.97%
5y return
0.68%
Risk
3/7
PIE · capped at PIR (max 28%)

International Fixed Interest

Global aggregate, corporate and sovereign bonds.

2 funds
Fisher Funds BondPlus Fund
Fee
1.26%
5y return
0.53%
Risk
3/7
PIE · capped at PIR (max 28%)
Fisher Funds Income Fund
Fee
0.99%
5y return
2.20%
Risk
3/7
PIE · capped at PIR (max 28%)

Listed Property

NZ, Australian and global REITs.

1 fund
Fisher Funds Property & Infrastructure Fund
Fee
1.53%
5y return
4.56%
Risk
4/7
PIE · capped at PIR (max 28%)

Documents

Every PDS, SIPO, Quarterly Fund Update and supporting filing we've crawled directly from Fisher Funds, hashed and timestamped.See methodology.

Live73 files · 4 types · last verified 2026-05-08
Fisher Funds Australian Growth Fund6 files
Fisher Funds BondPlus Fund6 files
Fisher Funds Conservative Fund8 files
Fisher Funds Global Fund6 files
Fisher Funds Growth Fund9 files
Fisher Funds Income Fund10 files
Fisher Funds International Growth Fund5 files
Fisher Funds New Zealand Fixed Income Trust5 files
Fisher Funds New Zealand Growth Fund6 files
Fisher Funds Property & Infrastructure Fund5 files
Fisher Funds Trans Tasman Equity Trust7 files

Questions about Fisher Funds

How many managed funds does Fisher Funds offer in New Zealand?▾

Fisher Funds runs 15 retail managed funds available to New Zealand investors, across 6 asset classes: Diversified Funds, Australasian Equities, International Equities, International Fixed Interest, Listed Property, New Zealand Fixed Interest. Counts are taken from the FMA Disclose register.

What does Fisher Funds charge?▾

Annual fund charges across Fisher Funds's 11 funds with published data range from 0.87% to 1.64% per year. The charge is deducted from the fund, not billed separately. Figures come from each fund's Quarterly Fund Update via the FMA Disclose register.

Is Fisher Funds a licensed fund manager in New Zealand?▾

Fisher Funds operates in New Zealand as Fisher Funds Management Limited. Managed investment schemes offered to NZ retail investors must be registered on the FMA Disclose register and operated by a licensed manager with a licensed supervisor. Each fund page links to its Disclose record so the registration can be checked directly.

Are Fisher Funds's funds PIEs?▾

15 of Fisher Funds's 15 funds are Portfolio Investment Entities (PIE). A PIE taxes investment income at your Prescribed Investor Rate, capped at 28%, rather than at your marginal income tax rate.

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