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Fisher Funds KiwiSaver Performance - December 2021

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Using the most recent returns and fund update reports from December 2021, We will be examining Fisher Funds KiwiSaver Performance by taking a look at the latest news, information, fees, fund investments, and data, such as fund performance and returns.

Fisher Funds is a Fund Manager founded by Carmel Fisher in 1998 and since then has continually grown the fund to include 19 investment professionals, making it one of New Zealand’s largest investment teams. Collectively, the team has over 200 years of investing experience. Fisher Funds provides a number of services, including KiwiSaver, managed funds, premium services tailored to wealthy individuals, workplace LifeSaver plans geared towards retirement, and financial advice. Fisher Funds manages seven funds under the KiwiSaver scheme and has an AUM of over NZ $3.3 Billion and 142,954 members. 

In December, the stock markets shrugged off the threat of the new 'Omicron' Covid wave. This new wave of "Omicron" at the end of 2021 caused some drops in fund returns. While the Omicron wave is expected to slow growth this year, a global recession is unlikely. Businesses should benefit from moderate economic growth. KiwiSaver investors shouldn't be concerned about one negative month yet focus on the long-term returns. The New Zealand Growth Fund gained 3% in January. This year, the market is likely to be very volatile. When prices go up and down, it can be stressful, but we can see this volatility as an opportunity to outperform the markets. Investors should focus on long-term investment goals despite the volatility and not get distracted by short-term gains. 

 

Table of Contents

Recent Fisher Funds KiwiSaver News
Performance of Fisher Funds KiwiSaver Funds
Fisher Funds KiwiSaver Conservative Fund
Fisher Funds KiwiSaver Balanced Strategy
Fisher Funds KiwiSaver Growth Fund

  

Recent Fisher Funds KiwiSaver News

From 1 December 2021, Fisher Funds have no longer been a default KiwiSaver provider. The award-winning KiwiSaver and investment services will continue to be available to New Zealanders; thus, nothing will change for most clients.

 

Performance of Fisher Funds KiwiSaver Funds

 

 

3 months

1 year

3 years

5 years

10 years

Since Inception

Conservative Fund

-0.7%

1.6%

5.0%

5.0%

4.8%

5.2%

Balanced Strategy

-2.1%

5.1%

9.1%

8.5%

7.6%

8.0%

Growth Fund

-1.5%

8.1%

12.5%

11.3%

9.9%

8.3%

*Sourced from Fisher Funds fund performance report

* The Fisher Funds KiwiSaver Scheme does not have a separate Balanced Fund. A Balanced investment strategy is available and currently reflects a 40% weighting in our KiwiSaver Conservative Fund and a 60% weighting in our KiwiSaver Growth Fund. This option has only been available since the launch of the KiwiSaver Conservative Fund in June 2009.


 

Fisher Funds KiwiSaver Conservative Fund

The Conservative Fund invests mainly in income assets which includes cash and cash equivalents and fixed interest, with minor exposure to growth assets such as equities, listed property, and listed infrastructure. The Conservative Fund has had a low 3-month return of -0.7% and a 1-year return of 1.6% lower than the since inception return of 5.2%.

*The following is Sourced from Fisher Funds Conservative Fund Update

Returns

Fees

The annual estimated fee for investors in the Conservative fund is 0.93%. 

Investment mix

The investment mix shows the type of assets that the fund invests into.

 

Top ten investments

This table shows Fisher Funds' top 10 investments in the Conservative KiwiSaver fund, which make up 22.34% of the fund.

 

Fisher Funds KiwiSaver Balanced Fund

The Fund invests like the Balanced Fund, focusing on a balance of income assets (cash and cash equivalents and fixed interest), and growth assets, and is aimed at investors with balanced volatility. The Fund has had a 3-month return of -1.5%, a 1-year return of 5.1% slightly lower than the funds since inception return of 8.0%.

*The following is Sourced from Fisher Funds Balanced Fund Update

Returns

Fees

The total annual fees for investors in the Fisher Funds Balanced fund are 1.80% per year.

Investment mix

The investment mix shows the type of assets that the fund invests into.

 

Top ten investments

This table shows Fisher Funds’ top 10 investments in the Balanced KiwiSaver fund, which make up 21.83% of the fund.

 

Fisher Funds KiwiSaver Growth Fund

The Growth Fund invests mainly in growth assets that include equities, listed property, and listed infrastructure, with a smaller exposure to income assets. The Growth Fund has had a low 3-month return of -2.1% and a 1-year return of 8.1% very close to the since inception return of 8.3%.

*The following is Sourced from Fisher Funds Growth Fund Update

Returns

Fees

The total annual fees for investors in the Fisher Funds Growth fund are 2.51% per year.

Investment mix

The investment mix shows the type of assets that the fund invests into.

 

Top ten investments

This table shows Fisher Funds' top 10 investments in the Growth KiwiSaver fund, which make up  26.31% of the fund.

 

Data for Fisher Funds KiwiSaver funds has been sourced from Fisher Funds KiwiSaver Funds. Past performance is not necessarily an indicator of future performance, and return periods may differ.

To see if Fisher Funds has the appropriate fund that aligns with your values, retirement goals, and situation, complete National Capital’s KiwiSaver Healthcheck.

 

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