Finding the best opportunities, at home or across the ditch.

The Fisher Funds Trans Tasman Fund is the latest investment offering from Fisher Funds.

The Fund invests in the shares of quality companies with favourable prospects as well as actively trading the portfolio to exploit mispricing and other opportunities arising from volatility and developments in the Australasian equity markets. Our preferred companies tend to be successful because they offer a unique product or service, have a dominant market position or brand, or simply operate in a fast-growing sector.

While the Trans Tasman Fund is primarily an Australasian equities fund investing in selected equities listed on the NZ and Australian stock exchanges, the absolute return nature of the Fund may allow the Fund to invest in derivatives, to enter into foreign exchange agreements to either hedge currency exposure or to enhance returns, as well as having the flexibility to retreat to cash should the Manager view this as being in the best interests of investors to help preserve the capital invested.

Keen to learn more about this Fund?

• Review the Investment Statement.
• Our Fund Fact sheet  also provides a great 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.

The Trans Tasman Fund is made up of the following investments:

The Trans Tasman Fund is managed by our NZ and Australian portfolio investment teams who collectively have 99 years of share marketing investing experience. These are the people who manage your money.

	Carmel Fisher, Managing Director Carmel has more than 20 years’ experience in the New Zealand share market. She spent her early career with two sharebroking firms before moving to Prudential Assurance in 1988. She was responsible for managing several share funds including the top-performing Emerging Companies Trust. Carmel joined Sovereign Assurance in 1994 to head its fund management division and left in August 1998 to set up Fisher Funds.  Carmel is responsible for overseeing the New Zealand portfolios. ... [email]
	Murray Brown, Senior Investment Analyst Murray is predominantly responsible for researching New Zealand companies in the New Zealand portfolios.  Murray’s career prior to joining Fisher Funds in March 2008 has predominantly been in sharebroking, most recently with First NZ Capital where he was Director of Research.  In the 2006 INFINZ/National Business Review Industry Awards, Murray was also a finalist in the Research Analyst of the Year Award. ... [email]
	Frank Jasper, Senior Portfolio Manager, Director Frank is responsible for overseeing the Australian portfolios. Frank worked for Tower Asset Management for ten years and as Global Analyst was involved in Australian equity research and portfolio management. Frank then worked as Head of Research for Mercer Investment Consulting for two years, and as Equity Strategist at ABN AMRO Craigs for three years. He joined Fisher Funds in April 2005. ... [email]
	Terry Tolich, Senior Investment Analyst Terry is predominantly responsible for researching Australian companies. Terry was a Senior Industrial Analyst with Goldman Sachs (NZ) J B Were for ten years prior to joining Fisher Funds in August 2006. In the 2006 INFINZ/National Business Review Industry Awards, Terry was the number one rated analyst in both the Retail and Building Materials sectors, and was a finalist in the Research Analyst of the Year Award. ... [email]

For more detail on our investment strategy and application forms, please refer to our investment statement.

Our investment statement is available for download in PDF format. To download a copy click on the button below.

If you do not already have the free Acrobat Reader software you will need to download it from the Adobe website before you can view and print our investment statement.