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Why Invest with Fisher Funds?

  • We are a specialist investment manager, channeling all our efforts into achieving investment returns that exceed our investors’ expectations. We think it is important that our key staff own Fisher Funds – this means that our interests are directly aligned with yours.
  • We have a straightforward approach. We simply invest in good quality, proven investments. When we tell you about our investments and why we've made them, you'll see that they just make sense. 
  • We try to know more about our companies than any other investor. We visit them often, know them well, and in many cases, have owned them for a very long time.
  • We choose our investments company by company and only invest after we have completed thorough analysis of each business, its competitors and its management. We believe that this thorough research approach minimises the risk of nasty surprises.
  • Our approach has been time-tested over twenty years. We recognise that past performance is no guarantee of future results; however our investment style has been successful in good times and bad, and provides some comfort in an otherwise uncertain investment world.
  • A reputation for clear, common sense communications. We tell you who we invest in and why and keep you updated through our monthly investor newsletter “From the Undergrowth”.
To learn more about Fisher Funds' investment philosophy click here.

When you invest with Fisher Funds, we will not lose you on a large, impersonal database or call centre. When you call us you will talk to another person and not an automated machine. We take our success personally, and believe that we are differentiated by the personalised service that we do offer investors. 

The following table highlights some of Fisher Funds’ recent investment achievements.  The information must be treated as illustrative only because past performance is not necessarily a reliable guide to future performance


Fisher Funds KiwiSaver Scheme
2010 Workplace Savings NZ People's Choice Award for Best KiwiSaver Communicator
 

New Zealand Growth Fund
Morningstar Fund Manager of the Year (Domestic Equities) 2004, 2005 and 2006

New Zealand Growth Fund
FundSource NZ Equity Fund Manager of the Year 2002, 2003 and 2007

 

Getting Started Fund Facts About KiwiSaver Investment Team Fisher Funds Help Fisher Funds News
Who are Fisher Funds? Latest Unit Prices KiwiSaver for Employees Carmel Fisher Fund FAQs Newsletter
Why Invest with Fisher Funds? New Zealand Growth Fund KiwiSaver for Self Employed Frank Jasper KiwiSaver Forms Media Centre - Fund News
Our Investing Approach Australia Growth Fund KiwiSaver for Under 18 Ken Applegate Investment Forms  
What are my Fund Options? International Growth Fund Kiwisaver for Not Employed Terry Tolich Contact Us Fisher Group
How do I Invest? Fledgling Fund KiwiSaver for Employers Murray Brown Disclaimer Fisher Funds
What Happens Next Infrastructure Fund KiwiSaver Calculator Scott Brown   Kingfish
  High Income Fund KiwiSaver Fund Performance David McLeish   Barramundi
  Trans Tasman Fund   Scott Huan   Marlin
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