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ManagedFunds.nz

FMA-registered Managed Investment Scheme

Fisher Funds Managed Funds

Scheme number: SCH10640

Funds tracked
7
Brand manager
Fisher Funds
Legal issuer
Fisher Funds Management Limited
FMA Disclose register · SCH10640 OFR10667 — Fisher Funds Managed Funds

Diversified Funds

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

2 funds
Fisher Funds Conservative Fund
PIE · capped at PIR (max 28%) conservative
Fisher Funds Growth Fund
PIE · capped at PIR (max 28%) growth

Australasian Equities

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

2 funds
Fisher Funds Australian Growth Fund
PIE · capped at PIR (max 28%)
Fisher Funds New Zealand Growth Fund
PIE · capped at PIR (max 28%)

International Equities

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

1 fund
Fisher Funds International Growth Fund
PIE · capped at PIR (max 28%)

International Fixed Interest

Global aggregate, corporate and sovereign bonds.

1 fund
Fisher Funds Income Fund
PIE · capped at PIR (max 28%)

Listed Property

NZ, Australian and global REITs.

1 fund
Fisher Funds Property & Infrastructure Fund
PIE · capped at PIR (max 28%)

About this scheme

  • A Managed Investment Scheme (MIS) is the legal vehicle defined under the Financial Markets Conduct Act 2013. Every NZ retail managed fund operates as part of a registered MIS.
  • The scheme is overseen by a licensed Supervisor (independent entity holding scheme assets in trust) and managed by the Manager (charging fees and making investment decisions).
  • The FMA Disclose register holds the scheme's PDS, SIPO, OMI, Quarterly Fund Updates and full-portfolio holdings disclosures — link above.
  • See the glossary entry for MIS for the full definition.

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