Fisher Funds KiwiSaver Plan Balanced
23619
Fisher Funds KiwiSaver Plan Balanced 23619 Strategy
The fund's fixed interest and income share investments are hedged 90% back into NZD. The hedge placed on growth shares is a management decision. Investments in shares may range between 0% and 100% of the mandated allocation. Fixed interest investments are predominately high-grade corporate bonds.
The investment objective & strategy is a summary of the investment's principal strategy as written in the prospectus. This information is pulled from the most recent product disclosure document.
Funds News & Analysis
funds
Why passive investing doesn't always work in fixed income
Passive investing thrives in efficient markets, but fixed income faces more headwinds
funds
How passive investing is driving the decline of active fund alpha
New research suggests that flows into index funds and ETFs are creating structural headwinds for active managers.
funds
Are you one of the investors that left money on the table?
The latest Mind the Gap research reveals investors are still lagging fund returns.
Morningstar Investment Ideas
Markets
Index | Last price | Change | % Change |
|---|---|---|---|
| All Ordinaries | 9,279.00 | 3.00 | -0.03% |
| CAC 40 | 8,579.60 | 57.19 | -0.66% |
| DAX 40 | 26,338.61 | 101.70 | -0.38% |
| Dow JONES (US) | 53,470.20 | 262.21 | -0.49% |
| FTSE 100 | 10,720.30 | 29.81 | -0.28% |
| HKSE | 25,453.23 | 336.38 | 1.34% |
| NASDAQ | 26,660.75 | 68.41 | -0.26% |
| Nikkei 225 | 69,220.25 | 506.45 | 0.74% |
| NZX 50 Index | 13,721.98 | 132.40 | -0.96% |
| S&P 500 | 7,752.43 | 33.33 | -0.43% |
| S&P/ASX 200 | 9,073.20 | 6.10 | -0.07% |
| SSE Composite Index | 3,982.65 | 55.48 | 1.41% |