Grandkids, bach, home reno or dream car – whatever your reason, a Fisher Funds Managed Funds account is a smart and flexible way to grow your money and could help you achieve your ambitions faster.

What is a Managed Fund?

  • It's a professionally managed, diversified investment portfolio
  • Where your money is pooled with other investors, giving you access to some of the best companies in the world
  • With flexible investment options (8 funds to choose from)
  • And the ability to access your money when you want

Why choose a Fisher Funds Managed Fund?

Grow your wealth
A range of actively managed funds to help you achieve your savings ambitions alongside your KiwiSaver investment.
Easy access to your savings
Easily access your savings when you want – invest more or withdraw when you need to.
Invest in some of the best companies
Pooling your money with other investors gains you access to some of the best companies in the world.
Start saving from as little as $100 per month
Invest from as little as $100 per month. Do it on your own, or open a joint account with friends or family.

Which fund is right for you?

Which fund is right for you?

If you're not sure where to start, our short quiz can help you find the right fund.
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Growth Strategy

Aims to grow your investment over the long term by investing mainly in growth assets.

Suitable for A long term investor who can tolerate volatility of returns in the expectation of potential higher returns, and has time on their side.
Learn more

Balanced Strategy

Aims to provide a balance between stability of returns and growing your investment over the long term by investing in a mix of income and growth assets.
Suitable for A medium to long term investor who wants a balance between volatility of returns and achieving potential higher returns.
Learn more

Conservative Strategy

Aims to provide stable returns over the long term by investing mainly in income assets with a modest allocation to growth assets.
Suitable for A short-term or naturally cautious investor or one who is looking to make a withdrawal within the short term. It also suits an investor who values lower volatility of returns over achieving potential higher returns
Learn more

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.

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. Investing is all we do.
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, unlike other savings options such as a Term Deposit, 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 Fisher Funds KiwiSaver account, 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 you don't have a Fisher Funds KiwiSaver account 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.

Got questions? We’ve got answers.

Our team is available to tell you more and answer any questions you may have. Chat with us online or request a call by clicking the button below.
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Advice Disclosure

Please read the Fisher Funds’ Advice Disclosure to find out about our financial advice services.