Fisher Funds KiwiSaver Plan

    Welcome to the Fisher Funds KiwiSaver Plan.

    The Fisher Funds KiwiSaver Plan is the newest in our product suite and was formerly the Kiwi Wealth KiwiSaver Scheme.

    It has six different investment funds to choose from - from lower risk Cash Fund through to a higher-risk Growth Fund.

    Choosing the right fund for your KiwiSaver investment is an important decision and could make a big difference to how much money you have for your first home or your retirement.

    We understand that every investor has different investment goals, timeframes, and tolerance for risk. This is why we provide the flexibility to choose a fund that suits you. Once you've joined, you can change your fund at any time.

    You can choose a fund from those listed below or build your own investment strategy by choosing a mix of funds.

    • Cash Fund

      Aims to provide stable returns and reduce the potential of capital loss over the short to medium term by investing in cash and New Zealand short term fixed interest assets.

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    • Default Conservative Fund

      Aims to provide stable returns over the long term by investing mainly in income assets with a small allocation to growth assets.

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    • Conservative Fund

      Aims to provide stable returns over the long term by investing mainly in income assets with a modest allocation to growth assets.

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    • Default Fund

      Aims to provide a balance between stability of returns and growing your investment over the long term by investing in a mix of income and growth assets. An enhanced passive investment style may be used at times.

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    • Balanced Fund

      Aims to provide a balance between stability of returns and growing your investment over the long term by investing in a mix of income and growth assets.

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    • Growth Fund

      Aims to grow your investment over the long term by investing mainly in growth assets.

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    Ways to use KiwiSaver

    Buying your first home with KiwiSaver

    After being a member of KiwiSaver for three years you can apply to withdraw all or part of your KiwiSaver savings as a deposit towards your first home. A minimum balance of $1,000 must be maintained in your account, and other conditions apply.

    KiwiSaver and retirement

    Entering retirement is an ideal time to revisit your investment strategy. The Fisher Funds KiwiSaver Plan provides flexible investment options to support you in this phase of your life.

    Got questions?
    We've got answers.

    Our team is available to tell you more and answer any questions you may have. Chat with us online or request a call by clicking the button below.

    • Download our PDS

      Download our KiwiSaver Product Disclosure Statement (PDS) for more details.

    • Our financial advice services

      Please read the Fisher Funds’ Advice Disclosure to find out about our financial advice services.