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Fisher Funds KiwiSaver Scheme
Join or transfer online in minutes. Have your IRD number handy.
Join or transfer online in minutes. Have your IRD number handy.
The information that you provide us in this application and which you may provide us in the future may be used by Fisher Funds, the Supervisor and any related entities of either, your financial adviser or the distribution entity through which you joined the Scheme (if applicable) and by other service providers to the Scheme to provide services in relation to your investment and to promote to you other products and services. You have the right to access the information held by us and you may also request that it be corrected by contacting us. We will provide you (on request) with the name and address of any entity to which information has been disclosed.
Aims to provide stable returns over the long term by investing in mainly income assets with a modest allocation to growth assets.
A short term or naturally cautious investor:
While this fund is designed to be conservative in nature, in times of heightened market volatility the value of your investment may go up or down.
Two years
Aims to grow your investment over the long term by investing in mainly growth assets.
A long term investor:
Five years
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.
Automatically rebalanced each year to a target fund mix determined by us, within a range of 40% to 50% Conservative Fund and 50% to 60% Growth Fund.
A medium to long term investor:
Four years
GlidePath takes the hassle out of investing. With GlidePath your savings are automatically invested in one or a mix of the Conservative Fund and the Growth Fund that changes based on your age. It's designed to reduce your investment risk as you get older. You can join GlidePath anytime and we will automatically adjust your investment mix every year from age 46 to 86 to deliver a smoother investing journey over the long term. GlidePath really suits investors who want less fuss and are comfortable with their investment in funds changing over time based on their age.
Further information on GlidePath is set out in the "Other Material Information" document at fisherfunds.co.nz/resources.
By clicking "I accept the terms and conditions", you agree to be bound by the terms and conditions of the Fisher Funds KiwiSaver Scheme ('Scheme'). These are set out below, in the current Governing Document and Product Disclosure Statement.
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