Fisher Funds is well known for our success in achieving significant investment returns by building portfolios of high quality, growing companies. Our success in both New Zealand and Australia largely comes down to people – the talented professionals that we have in our investment team and the quality leaders who are guiding the companies we invest in. Investing internationally is no different: we have secured the very best investment talent and are delighted to now be able to offer New Zealand investors an International Growth Fund to complement their New Zealand and Australian portfolios.

• Request an information pack
• Review the Investment Statement. 
• Our Fund Fact sheet  also provides a great snapshot of the Fund.
• To read more about our STEEPP investing philosophy click here.
• Talk to one of our Client Services Managers by calling 0508 FISHER.

Click here to listen to our Senior Portfolio Manager - Ken Applegate

Current Unit Price (as at 03 February 2012 $1.0559

Fund Inception November 2007

	One Month	Three months	Six months	Twelve Months	Two Years*	Three years*	Since Launch*
International Growth (Average Annual Compound Return)	+ 1.8%	+ 1.1%	- 6.8%	- 15.0%	- 4.9%	+ 4.9%	+ 1.0%
Benchmark (90 Day Bank Bill Rate)	+ 0.2%	+ 0.7%	+ 1.4%	+ 2.9%	+ 2.9%	+ 3.0%

Fund Performance as at 31 January 2012

 

 

  

Graph illustrates cumulative increase in unit price (after fees and tax)

The International Growth Fund is a handpicked portfolio of 30-40 companies located throughout the US, Europe and Asia.  While the fund is built on a company by company basis there are some themes that have developed:

Urbanisation in China driven by the emerging middle class - China has grown its GDP by an average of 9% per year for the past 25 years and there is decades of growth ahead. Over the next 15 - 20 years it is estimated 300 million people (that's the entire US population) will move to cities in China. Think about the infrastructure required and the increased wealth and consumption that will develop due to this trend.

Healthcare companies - generally not impacted by the overall economy as healthcare is non-discretionary.

Successful US companies implementing global strategies

Unique businesses and leaders in market niches - small companies that are employing unique strategies to grow their profits and could be the success stories of tomorrow.

To find out more about what these companies do, why we like them and how international exposure can benefit your investment portfolio click here. 

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