Growing investments on the global stage
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.
The Fisher Funds International Growth Fund gives New Zealand investors access to a hand-picked portfolio of 30 to 40 international growth companies through a single tax efficient investment. The mix of companies in the portfolio is designed to maximize returns while providing greater diversity on an industry, economic and geographic level than if your portfolios were just limited to Australia and New Zealand growth companies. Importantly, the Fund embraces the time tested Fisher Funds investment philosophy of investing in smaller, overlooked companies that are growing their profits and likely to continue to grow over time. We will continue to focus our efforts on getting to know each company better than any other investor by visiting them regularly and strong building relationships with the management teams and boards.
Keen to learn more about this Fund?
- Review the Investment Statement.
- Our Fund Fact sheet also provides a gereat 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 08 March 2010 $1.2053
Fund Inception November 2007
How has the fund performed as at 31 January2009
* Annualised
Fund Performance as at 31 January 2010
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 gro w their propfits 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.
Disclaimer: Please note that Fisher Funds accepts no liability for the accuracy of Google Finance Stock Codes. If you have any further questions, please call us.
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Ken Applegate, Senior Portfolio Manager
Ken is responsible for managing our International portfolios and joined our team in September 2007. His investment career began in 1994 in London as a financial analyst and then co-manager of a foreign exchange hedge fund. Ken has spent the last 11 years based in the United States specializing in small cap investing. After working at Dresdner RCM and progressing to Assistant Portfolio Manager for a U.S. and global small growth fund, Ken joined Berkeley Capital Management in 2001. His most recent role there was Lead Portfolio Manager of the Harlingwood Capital Management Small Cap Growth portfolio for five years. ... [email] |
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Scott Brown, Senior Investment Analyst
Scott is based in our San Francisco office and assists Ken is researching and identifying our portfolio of international growth companies. Scott previously worked with Ken at Dresdner RCM, where he was involved with global equity research and portfolio management, including co-managing their Global Small Cap fund. For the past four years, Scott has worked as a research analyst for a small cap global fund. Like Ken, Scott joined Fisher Funds in September 2007. ... [email]
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For more detail on our investment strategy and application forms, please refer to our
investment statement.
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