Our Premium Service is designed for more substantial investors, those with more than $300,000 to invest.

 

Investors in our Premium Service hold a diversified portfolio of quality companies hand-picked by our investment team, who we believe are amongst the best investment talent in the country. The Premium Service offers both income and growth investment solutions and clients have access to shares, infrastructure, fixed interest and cash, enabling us to create a portfolio aligned with your own investment goals.

What can you expect?

The Premium Service is differentiated from our other investment offerings by the level of service available to you. As a Premium Service client, you will have your own Authorised Financial Adviser (AFA) working with you and acting as your main contact within Fisher Funds. We want to develop a strong relationship with you and make you feel part of the Fisher Funds family. You will also have free and easy access to our investment professionals who are all based in our office in Takapuna; a regular and candid flow of ideas, thoughts and reporting from our investment team; and you will directly benefit from our investment experience and insight.

 

Fisher Funds understands that every investor has different investment goals (and timeframes in which to achieve these) and that investors have varying appetites for risk. If you are looking for more personalised advice, as part of the service we can work together with you to determine your objectives, risk profile and produce an investment proposal advising you of the option that’s right for you from the range of our Funds.

 

Some investors will prefer not to receive advice and are happy deciding on a split between our products themselves. Whilst we encourage investors to go through the advice proposition with us, it is not imperative and you will still receive all the other benefits that form part of the Premium Service.

Features of the Premium Service

• Access to the full range of Unit Trust PIE Funds managed by Fisher Funds.
• Your own Fisher Funds Authorised Financial Advisor
• Access to the Fisher Funds investment team
• Quarterly performance reporting and commentary
• Online access to your Premium Service Investment (and any other investments held through Fisher Funds)
• Annual PIE tax statements

Fees for the Premium Service

 

Entry Fee	No Charge
Personalised financial advice & investment proposal	$200
Management fee	1% p.a.
Trustee, custody registry, unit pricing and accounting fees	0.165% p.a.
Performance Fee (charged on the margin over the benchmark)	10%
Switching or changing investment portfolios	No charge
Exit fee	No Charge

 

To find out more about our Premium Service please contact us by clicking here. You can also contact James Paterson (AFA) who will be happy to assist you. James can be contacted directly on 09 484 0347 or james@fisherfunds.co.nz