National Capital - Your Trusted KiwiSaver Adviser
Explore Fisher Funds TWO KiwiSaver scheme with National Capital – Your expert KiwiSaver adviser. National Capital works with Fisher Funds KiwiSaver to help ensure your investment is aligned with your financial goals.
Why National Capital for KiwiSaver Advice?
At National Capital, we simplify the KiwiSaver advice process by providing expert, unbiased recommendations tailored to your needs. Our proprietary investment selection methodology is designed to help you build trust and confidence in your investments. Through this process we thoroughly evaluate KiwiSaver funds across the below 6 pillars to determine the best providers and funds for your goals and circumstances.
1
Performance After Fees
Quality and consistency of returns
25
pts
2
Fees Alignment
Assessment of value provided for fees charged.
15
pts
3
Organisational Capability
The capability of the organisation to manage your money.
20
pts
4
Organisational Stability
Overall stability within a provider’s organisation.
10
pts
5
Processes & Portfolio Composition
Asset allocation, investing process and style consistency.
20
pts
6
Ethical Investing Considerations
Deep dive into the ethical investing claims of providers.
10
pts
Start your KiwiSaver Success Journey Today
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Fisher Funds TWO KiwiSaver
Who is Fisher Funds TWO KiwiSaver?
Fisher Funds TWO KiwiSaver Scheme was established to provide New Zealanders with a structured approach to retirement savings. Managed by Fisher Funds, one of New Zealand’s largest specialist investment managers, the scheme benefits from the firm’s extensive experience and expertise in fund management.
Fisher Funds TWO KiwiSaver Scheme
The Fisher Funds TWO KiwiSaver Scheme is a retirement savings plan managed by Fisher Funds, a reputable New Zealand investment firm. While this scheme is closed to new investors, existing members continue to receive comprehensive services, including the ability to make contributions, switch between funds, and access their savings upon meeting eligibility criteria.
How Does Fisher Funds TWO Invest?
Fisher Funds TWO employs an active management approach, focusing on selecting quality investments through comprehensive research and analysis. Their investment philosophy centers on identifying companies with strong growth potential and sound management practices. The in-house investment team conducts rigorous evaluations to construct diversified portfolios aimed at delivering long-term value to their clients.
Does Fisher Funds TWO Invest Responsibly?
Fisher Funds TWO integrates Environmental, Social, and Governance (ESG) factors into their investment decisions. They maintain a robust responsible investment policy, ensuring that all investments are underpinned by solid governance processes. Fisher Funds is also a founding signatory of the Aotearoa New Zealand Stewardship Code, reflecting their commitment to responsible investing practices.
Last updated: 6th March 2025. | Source: Provider’s website