Fisher Funds Investment Funds Balanced

24337

Fisher Funds Investment Funds Balanced 24337 Strategy

To exceed the returns you would receive from investing 45% of your funds in cash and New Zealand fixed interest assets, and 55% in global shares over the minimum suggested investment timeframe (5 to 10 years).
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

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KiwiSaver Survey | December Quarter 2025

KiwiSaver assets increased, ending the quarter at close to NZD 145 billion rising almost $5b this quarter due to a combination of market returns across the board, and inflows.
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Australia’s best fund managers chart the course for 2026

How Australian managers are navigating the investment seas.
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Listed Investment Companies monthly performance: December 2025

The Morningstar LIC monthly report provides a snapshot of ASX-listed LICs, and whether they are trading at a premium or a discount to their net tangible assets (NTA).

Morningstar Investment Ideas

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