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Kiwis have named their managed funds everything from “First Home Fund” and “European Trip” to “Golden Years”. Because investing isn’t one-size-fits-all. It’s personal.
Your fund could be the start of a family nest egg, the ticket to your next big adventure, or simply peace of mind for the future. With Fisher Funds Managed Funds, you can start small, invest your way, and watch your fund grow into something that matters to you.
What is a Managed Fund?
- It's a professionally managed investment
- Where your money is pooled with other investors
- With flexible investment options (8 funds to choose from)
- Giving you access to some of the best investment opportunities in the world
- And the ability to access your money if you need it.
Fisher Funds Management Limited is the issuer of the Fisher Funds Managed Funds. See the PDS below.
News & insights
Check out our help articles for some tips on managed funds. If you’re still not sure, get in touch with our friendly team - we’re happy to help.
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Where does a Managed Fund fit in with my other savings?
It's a case of not putting all of your eggs in one basket. It’s important to remember that different types of investments can perform differently over time.
Our Managed Funds can help you start investing in growth assets like global shares to balance out other savings or investments you may have. They can work well alongside your KiwiSaver account to help you save for other ambitions.
Our Managed Funds can help you start investing in growth assets like global shares to balance out other savings or investments you may have. They can work well alongside your KiwiSaver account to help you save for other ambitions.
Want to know more? Fill in your details and we'll be in touch.
Why invest with Fisher Funds?
We’ve been helping Kiwi’s for over 25 years
Fisher Funds started in 1998 with the goal that we still have today, to help Kiwis grow long-term wealth and achieve their ambitions. Over those 25 years, we have weathered GFCs and pandemics, as well as periods of amazing growth. We have also had the pleasure of helping more than 500,000 Kiwis on their investment journey.
We’re your local investment experts
We’re a New Zealand-based team here to help with all your investment queries with offices in Auckland, Wellington and Christchurch. We're a specialist investment company.
We do the hard work for you
Our 30+ strong in-house Investment Team has over 460 years combined investing experience and actively manage your investment so you can focus on what matters most to you.
Easily track your investments
Easily track and manage your investments on the go with the Fisher Funds mobile app. View your performance, change your fund, make contributions, download reports, and more.
Managed Funds FAQs
What is a managed fund?
Managed funds make investing simple. The money you invest is pooled with money from other investors and is invested by our Investment Team in a range of different assets like shares, bonds and property.
A Fisher Funds Managed Fund means you have one of the largest Investment Teams in New Zealand who are focused on managing your investment, researching and investing in some of the best companies in the world.
How much do I need to invest?
Invest from as little as $100 per month or with a single lump-sum investment of $2,000 or more. You can add funds whenever you like via one-off or regular payments.
When can I access my investment(s)?
You can access you investment at any time. A benefit of a Managed Fund, is that you can access your investment whenever you like. However, at Fisher Funds, we invest for the long term and have suggested minimum investment timeframes for all our Managed Funds. Learn more here.
What fees will I pay on a Managed Fund?
A full breakdown of our Managed Fund fees can be found here.
What are the returns on Managed Funds?
You can view the latest fund performance here. But remember that past returns are not an indication of future performance.
I have a KiwiSaver account with Fisher Funds, how do I open a Managed Funds account?
You can open a Managed Funds account in Fisher Funds Online, the mobile app, or on our website. If your KiwiSaver account is with another provider you can still open a Managed Funds account on our website.
Can I start a Managed Fund with a friend or family member?
Yes. You can open a Managed Fund with a friend or family member. You can do this through our website or, if you're an existing Fisher Funds investor, through Fisher Funds Online or our mobile app.