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    • Fisher Funds Investment Series

    Investment Series

    The Investment Series is a scheme distributed by third party financial advisers.

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    • Fund performance

      Check out the latest after fees and before tax returns for our funds.

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    • Fees & expenses

      Understand the fees you can expect to pay on your Investment Series investment.

      Download PDS
    • Responsible Investment

      Fisher Funds is committed to investing your money responsibly. It’s not just the right thing to do, it’s just common sense.

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    • A wealth of experience

      An in-house Investment Team with over 350 combined years of experience and an expert team of advisers.

      Meet the team

    Our Investment Series funds

    Investment Series Funds can be used on their own to provide exposure to a specific asset class or combined to create a diversified investment portfolio.

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    • CashPlus Fund

      Aims to provide stable returns and reduce the potential of capital loss over the short to medium term by investing in New Zealand cash and New Zealand short term fixed interest assets.

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    • New Zealand Fixed Income Trust

      Aims to provide stable returns over the long term by investing in New Zealand fixed interest assets.

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    • BondPlus Fund

      Aims to provide stable returns over the long term by investing in international fixed interest assets.

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    • Trans Tasman Equity Trust

      Focuses on growth of your investment over the long term by investing in Australasian shares.

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    • Global Fund

      Focuses on growth of your investment over the long term by investing in international shares.

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    Here's how you can contact us

    • Email us

      Our friendly team is here to help.

      Email us a query
    • Give us a call

      Mon-Fri from 8.30am to 5.00pm.

      0508 347 437

      +64 9 445 3377

    • Postal address

      Fisher Funds Management Limited,

      Private Bag 93502, Takapuna,

      Auckland 0740, New Zealand

    • Media enquiries

      Member of the press?

      Send an email

      Or call +64 27 262 9802

    • Download our PDS

      Download our Investment Series Product Disclosure Statement (PDS) for more details.

    • Our financial advice services

      Please read the Fisher Funds’ Advice Disclosure to find out about our financial advice services.

    KiwiSaver
    Managed Funds
    Funds & performance
    Investing with us

    Disclaimer: Fisher Funds includes Fisher Funds Management Limited ("Fisher Funds") and Fisher Funds Wealth Limited. Fisher Funds Management Limited is the issuer of the Fisher Funds KiwiSaver Scheme, Fisher Funds TWO KiwiSaver Scheme, Fisher Funds Managed Funds, Premium Service, LifeSaver Plan, and Investment Series. Fisher Funds Wealth Limited is the issuer of the Fisher Funds KiwiSaver Plan and Fisher Funds Investment Funds. A PDS for each of the financial products is available here and also on the relevant scheme's offer register entry at disclose-register.companiesoffice.govt.nz/. Fisher Funds Management Limited is also the issuer of the Fisher Funds FuturePlan. Professional investment advice should be taken before making an investment. A disclosure statement is available from your adviser, on request and free of charge.

    Fund performance figures do not include entry fees, exit fees, or any other fees associated with buying or selling units in the fund, or tax, but do include any tax credits applicable to the funds since October 2007. Information, calculations, and any opinions on this website are based upon sources believed reliable, but Fisher Funds, its officers and directors make no representations as to their accuracy or completeness. All opinions reflect our judgment on the date of communication and are subject to change without notice. Please note that past performance is not necessarily indicative of future returns. Returns can be positive or negative, and returns over different time periods may vary. No returns are promised or guaranteed.

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