National Capital - Your Trusted KiwiSaver Adviser
Explore Fisher Funds 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
Making the right KiwiSaver choice today could significantly boost your future savings. We’ve helped Kiwis take charge of over $170 million in KiwiSaver investments. Let us help you too. Your KiwiSaver provider won’t tell you it’s time for a change. We will!
Fisher Funds KiwiSaver
Who is Fisher Funds KiwiSaver?
Established in 1998, Fisher Funds has grown to become one of New Zealand’s largest specialist investment managers. Their mission is to make investing understandable and accessible, helping Kiwis achieve their financial aspirations. With a team of over 20 investment professionals, Fisher Funds combines local expertise with global insights to manage their investment portfolios.
Fisher Funds KiwiSaver Scheme
Fisher Funds is a prominent New Zealand-owned KiwiSaver provider, managing the retirement savings of over 500,000 Kiwis. They offer a variety of investment strategies, including Conservative, Balanced, Growth, and a GlidePath option that adjusts asset allocation based on the member’s age. This flexibility allows investors to select a strategy that aligns with their financial goals and risk tolerance.
How Does Fisher Funds Invest?
Fisher Funds 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 Invest Responsibly?
Fisher Funds 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: 5th March 2025. | Source: Provider’s website