Fisher Funds offers a broad range of investment solutions designed to either protect or grow your wealth. Our funds provide
s easy, cost effective access to high quality investment opportunities across a variety of asset classes including shares, fixed interest and infrastructure.
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Fisher Funds can cater for investors with both short term and long term investment timeframes. The key is understanding your own situation and structuring an appropriate investment approach.
Our income investments provide greater certainty for investors in the short term. Companies with strong balance sheets that generate stable and consistent cashflows are at the heart of our income approach.
As growth investors, we invest in companies that we believe will be able to grow their profits over time. We know that, over time, the price of a share will reflect the underlying performance of the company, so if a company is able to grow its profits its share price will also ultimately rise. We encourage investors to regard their investment with us as being long term.
When you invest with Fisher Funds, your money is held by Trustees Executors Limited, New Zealand’s oldest and largest corporate trustee (currently supervises over $30 billion of investors' assets). Trustees Executors Limited is independent of Fisher Funds and has a duty to act in the interests of investors. The trustee monitors the investments made by Fisher Funds to ensure they are consistent with what investors should expect and holds the funds assets in their name (on behalf of the investor).
Importantly, Fisher Funds do not lend out your money that you have invested with us. It is “pooled” with thousands of other investors and invested in the share market. Your investment with us is represented by units. Units are a bit like shares. The value of units changes every day (just like shares) depending on the value of the underlying assets.
