Why choose Fisher Funds as your KiwiSaver provider? Great question!
One of the great things about KiwiSaver is that you can
choose your own provider.
We are a specialist investment manager
We channel all our efforts into achieving investment returns. Our key staff have an ownership interest in Fisher Funds – this means that our interests are directly aligned with yours.
We’re experienced
Our ten strong investment team collectively has more than 100 years of experience in managing investments.
We’re Kiwis, like you
We are a 100% owned and operated New Zealand company, managing more than $1 billion for more than 130,000 New Zealanders.
We invest alongside you
We are also members of the Fisher Funds KiwiSaver Scheme, so we make the same decisions with your money as we do with our own.
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 the companies in which we invest than any other investor
We visit these companies often, know them well, and in many cases, have invested in them for a very long time.
We choose our share investments company by company
We only invest after we have completed a 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 – returns can be positive or negative and returns over different periods may vary. However, our investment style has been successful in good times and bad.
Flexibility and choice
You have a range of flexible investment options to choose from plus you can adjust your investment strategy at any time.
Your money is held in trust
All investments in the Scheme are held in the name of the Scheme by TEA Custodians Limited (a subsidiary of Trustees Executors Limited, New Zealand’s oldest trustee company). Trustees Executors Limited supervises over $30 billion of investors’ assets.
Open and Honest Communication
Since Fisher Funds’ establishment in 1998 we have found that investors appreciate knowing where their funds are invested and why. We will send you a monthly newsletter keeping you up-to-date on where your savings are invested, the performance of each Fund and developments in KiwiSaver. Our website is updated regularly with latest unit pricing and material announcements and you can also access your account details, balance and transactions online 24/7.
Exceptional service
When you invest with Fisher Funds, we will not lose you in a large, impersonal database or call centre. We believe that we are differentiated by the personalised service that we offer investors. You will always talk to a real person and not an automated voice system!
