Fisher Investments Australasia
From the Fisher Investments website: Fisher Investments Australia® provides investment management services to wholesale clients in Australia and outsources portfolio management to our US parent company, Fisher Investments. Fisher Investments was founded in 1979 by Ken Fisher.
Key Managers
Aaron Anderson
Jeffery Silk
Ken Fisher
Michael Hanson
William Glaser
Ownership
Fisher Investments Australia® is a wholly-owned subsidiary of Fisher Asset Management, LLC—a large privately held discretionary investment manager in the United States trading under the name Fisher Investments.
KiwiSaver funds
Managed funds
NZ Super funds
Our Coverage
ezibuy owner mosaic brands to close 160 stores across australasia
The receivers of ASX-listed apparel business Mosaic Brands have announced the closure of 160 stores in Australia and New Zealand as part of an ongoing restructure of the group. The closures mean aroun
agrizeronz fights for nz access for its investments
AgriZeroNZ has committed $191 million to reduce agricultural emissions but is pushing hard to allow those solutions to be used in New Zealand. AgriZeroNZ was established in February 2023. Its newly re
mark flay leaves cullen investments board
By Suze Metherell April 15 (BusinessDesk) - Mark Flay, chief financial officer of Cullen Investments, the investment vehicle for millionaire Eric Watson, is no longer a director of the company. Flay
fisher paykel pulls market significantly higher
Fisher & Paykel Healthcare's shares lifted the market higher after the healthcare manufacturer’s half-year earnings came out ahead of analyst expectations and the company’s own market guidance. Th
battle lines drawn vista shareholder fisher funds wont back potentias board plan
Vista’s second-largest shareholder, Fisher Funds, will vote against its largest shareholder, Potentia Capital, and its attempts to gain seats on Vista’s board. In a notice to the New Zealand Exc
acc cuts carbon intensity of investments by half
ACC has reduced the carbon intensity of its equities investment portfolio by 49% in just three years and is now putting more pressure on its investment managers to go further still. The government-own
karaka land value hits fisher paykel profit
Fisher & Paykel Healthcare’s profit has taken a $98 million hit on the value of its Karaka property. The New Zealand Exchange-listed (NZX) company reported its full-year result for the year ended
fisher funds directors share 103 million dividend pot
By Edwin Mitson Aug. 4 (BusinessDesk) - Fisher Funds Management, which manages $6.9 billion on behalf of more than 250,000 investors, almost doubled the dividend paid to its owners in the last financi
fisher funds submitter complained about performance fees
The Overseas Investment Office considered an unsolicited objection to the sale of Kiwi Wealth to Fisher Funds, records obtained under the Official Information Act show. Fisher Funds’ deal to purch
fisher paykels karaka plans revealed
Fisher & Paykel Healthcare will spend between $230 million and $300m on the first phase of capital expenditure for its Karaka campus, according to official documents. The details have come to light
toi foundation scotches fisher funds sale talk
The two-thirds owner of Fisher Funds, Taranaki-based Toi Foundation, has scotched a report in Australian media that it is seeking to quit its holding in the newly beefed-up KiwiSaver provider and fund
fisher paykel ups pre christmas dividend
Listed healthcare company Fisher & Paykel will pay out an 18-cent interim dividend before Christmas. On Wednesday, the company reported it had surpassed its expected result for the six months to Sep
fisher funds appoints simon power to replace bruce mclachlan
Former John Key era commerce minister and TVNZ chief executive Simon Power will take the helm at KiwiSaver provider Fisher Funds following the announcement that Bruce McLachlan will retire next Februa
investments
Our investments section covers wealth management, investing and KiwiSaver. Investments editor Frances Cook hosts New Zealand's number one business podcast, Cooking the Books, as well as writing news a
methven lifts 1h profit 27 as australasia offsets decline in china
By Sophie Boot Feb. 25 (BusinessDesk) - Methven, the NZX-listed tap and shower manufacturer and exporter, lifted first-half profit 27 percent as its core business in Australia and New Zealand more th
fisher funds removing performance fees
Fisher Funds is removing performance fees across all its KiwiSaver and managed funds’ multi-asset portfolios. In a note to clients, Fisher Funds said it was looking to leverage the scale from last y
fisher funds buys aons kiwisaver scheme
Fund manager Fisher Funds has bought Aon New Zealand’s KiwiSaver business, adding a billion dollars to its funds under management, although the price isn't being disclosed. Aon is an insurance bro
carmel fisher to retire as director from fisher managed firms
Fisher Fund founder Carmel Fisher has announced her retirement as director from the boards of Kingfish, Barramundi and Marlin Global – the listed investment companies managed by her old firm. Her re
nz auto investments
NZ Automotive Investments Limited Ordinary Shares Company Details Registered Office: 102 Mays Road, Onehunga, Auckland 1061 Postal Address: 102 Mays Road, Onehunga, Auckland 1061 Telephone: 09-869-333
ngapuhi settlement fund to accelerate investments
The investment fund set up to help prepay the eventual Treaty of Waitangi settlement with Ngāpuhi, Tupu Tonu, has committed almost a third of its $150 million as it approaches its second anniversary.
cdl investments
CDL Investments New Zealand Limited is an Auckland-headquartered land development company which undertakes development of land into residential subdivisions.The company has its origins in the former c
fisher funds hunts for new head to replace founder carmel fisher
By Paul McBeth Nov. 1 (BusinessDesk) - Fisher Funds Management has kicked off a worldwide search to replace founder Carmel Fisher, who wants to step back from a full-time management role to spend more
charities act changes helpful or hurtful
Charities are an important part of our social fabric as a country, the glue that holds many things together. The response to proposed changes to the Charities Act has been mixed. Comments I’ve heard
update fisher funds customers face cheaper fees from tower investments tie up
A judgment is expected to be delivered on Thursday. The S&P/NZX 50 index declined 122.94 points or 1.03% to 11,759.15....
fisher funds to become second biggest kiwisaver provider with 310m kiwi wealth acquisition
Kiwi Group Holdings has announced Fisher Funds will purchase Kiwi Wealth for $310 million, as reported by BusinessDesk earlier this month. Chair of the crown-owned holding company, Paula Rebstock, s
Finance News
Finance
Wisdom from Milford’s ‘oldest’ fund manager
Stephen Johnston has been watching markets since 1997.
Finance
M&A outlook: get set for big ticket IPOs
Experts are picking a surge in mergers and acquisitions activity for 2025.
Finance
How tax rules discourage wealthy investor migrants
Covid refugees facing a four-year time limit on tax status are forcing the issue.
*All returns are per annum, after fees and before taxes. Data updated at 1:07pm 21 January 2025 (NZT)
FundSource is a trademark of
NZME Publishing Ltd
NZME Publishing Ltd
Third party data: All data displayed on the FundSource pages (Data) on BusinessDesk has been sourced from an independent third party, FE Fundinfo. NZME and its related bodies corporate and affiliates (together NZME) do not make any representation as to the currency, fairness, accuracy, completeness or reliability of the Data. Nor will NZME have any liability to any person in relation to the use of or reliance on the Data.
No financial or investment advice: The Data is general information only. It is not financial product or investment advice or an investment recommendation, and has not been prepared taking into account the objectives, financial situation or needs of any person. Potential investors should seek their own independent advice from a qualified financial adviser prior to making an investment decision. NZME makes no recommendation in relation to, and accept no responsibility or ongoing liability for, any person’s investment decisions.
No offer: The Data is only to be accessed by New Zealand residents from within New Zealand, and may not be copied or distributed to any other person. The Data does not constitute an offer or solicitation to offer financial products or conduct investment business in New Zealand or any other jurisdiction.
No guarantee: Past performance information should not be relied upon as (and is not) a promise, representation, warranty or guarantee as to the past, present or future performance. NZME does not guarantee repayment of any capital or payment of any returns on capital invested in the investments referred to in the Data.
Missing data? All data comes from FE fundinfo. BusinessDesk can help you get your data loaded and updated. Email [email protected] for help.