Why choose Fisher Funds as your KiwiSaver provider? Great question!
March 2012 |
Fisher Funds awarded Morningstar Fund Manager of the Year Award 2012 - Domestic Equities New Zealand |
April 2011 |
The Fisher Funds High Income Fund is launched |
March 2011 |
Fisher Funds enters into a sale and purchase agreement with Huljich Wealth Management to purchase Huljich’s KiwiSaver business, subject to conditions being met |
January 2011 |
David McLeish joins Fisher Funds as Senior Portfolio Manager, Fixed Interest |
December 2010 |
Winner of the Workplace Savings NZ People's Choice Award for best KiwiSaver Communications as voted by KiwiSaver members |
October 2010 |
Purchases the retail equity funds management business of First NZ Capital |
June 2009 |
Added a Conservative Fund to the Fisher Funds KiwiSaver Scheme |
December 2008 |
Launched the Fisher Morrison Infrastructure Fund |
November 2008 |
A strategic partnership is announced with HML Morrison & Co who purchase a 26% stake in Fisher Funds |
April 2008 |
Murray Brown joins Fisher Funds as Senior Investment Analyst – New Zealand equities |
October 2007 |
Launched the Fisher Funds International Growth Fund Won 2007 FundSource NZ Equity fund manager of the year award Marlin IPO, an investment company listed in the NZ Stock Exchange and managed by Fisher Funds |
September 2007 |
Ken Applegate and Scott Brown join Fisher Funds as Senior Portfolio Manager and Senior Analyst respectively, International Equities |
July 2007 |
Launched the Fisher Funds KiwiSaver Scheme |
October 2006 |
Barramundi IPO, an investment company listed on NZ Stock Exchange and managed by Fisher Funds |
August 2006 |
Terry Tolich joins Fisher Funds as Senior Investment Analyst, Australian equities |
May 2006 |
Reached $500m FUM |
April 2006 |
Won Morningstar New Zealand Fund Manager of the year award. The Fisher Funds Australian Growth Fund unit price reaches $2.00, achieving 33% gain since launch in August 2005 |
August 2005 |
Launched the Fisher Funds Australian Growth Fund |
April 2005 |
Frank Jasper joins Fisher Funds as Senior Portfolio Manager, Australian equities. |
March 2005 |
Won Morningstar New Zealand Fund Manager of the year award. |
September 2004 |
Reached $300m FUM |
March 2004 |
Kingfish Initial Public Offer (IPO), an investment company listed on NZ Stock Exchange and managed by Fisher Funds |
January 2004 |
Won a mandate from the Guardians of New Zealand Superannuation to manage a NZ equities portfolio with a small-cap bias |
October 2003 |
Won 2003 FundSource NZ Equity fund manager of the year award |
August 2003 |
Five year anniversary of the Fisher Funds NZ Growth Fund marked by 103% tax-paid return and top 5yr performance ranking of retail NZ equity funds in FundSource survey. |
March 2003 |
Glenn Ashwell joins Fisher Funds as General Manager |
February 2003 |
Fisher Funds NZ Growth Fund given five star rating by research house Morningstar |
January 2003 |
Fisher Funds NZ Growth Fund unit price reaches $2.00 (having started at $1.00 in August 1998) |
September 2002 |
Won 2002 FundSource NZ Equity fund manager of the year award |
October 2001 |
Reached $100m FUM (Funds Under Management) |
December 2000 |
Fisher Funds NZ Growth Fund is top performing NZ equity fund for year to December 2000 |
March 2000 |
Won mandate to manage $15m for the New Zealand Investment Trust |
August 1998 |
Launched the Fisher Funds New Zealand Growth Fund |