Scheme service provider

Fisher Funds KiwiSaver Scheme
Fisher Funds KiwiSaver Plan
Manager Fisher Funds Management Limited Fisher Funds Management Limited
Supervisor Trustees Executors Limited Public Trust
Custodian Apex Investment Administration (NZ) Limited Public Trust
Administration Manager Apex Investment Administration (NZ) Limited Apex Investment Administration (NZ) Limited
Investment Manager Fisher Funds Management Limited Fisher Funds Management Limited

Services and communication

When it comes to telling you how your KiwiSaver account is doing, it’s important to know what help you’ll receive and how you’ll be kept informed.
Fisher Funds KiwiSaver Scheme
Fisher Funds KiwiSaver Plan
Online access to account information
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Monthly performance update email
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Investment update on markets and fund performance
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Quarterly member reporting
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Annual member reporting
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Email newsletter
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Investor webinars
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Annual roadshows
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In-house financial advice team
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Rebalancing
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* The majority of the information that is contained in the quarterly report will be available via the monthly performance report and in the Fisher Funds Online portal, though not necessarily in the same format.