Fisher Funds Glidepath Age 40
Glidepath Age 40 is a growth KiwiSaver fund managed by Fisher Funds. It has 22 members and holds $506,182. It opened in 2025.
Fees and returns
- Annual fee
- 1.21% of your balance each year
- Return over 1 year
- +2.5% a year
Figures are after fees and tax, as at Q3 2026, sourced from the FMA Disclose Register.
What it invests in
International equities 54%, australasian equities 23%, cash and cash equivalents 10%, new zealand fixed interest 7%.
Largest holdings
- Buy Nzd:Sell Aud 11/05/26 11/05/2026 6.26%
- ANZ 10 A/C - Current Accounts 5.31%
- Buy Usd:Sell Nzd 30/06/26 30/06/2026 4.51%
Year by year
| Financial year | Return |
|---|---|
| 2025/26 | +2.5% |
About this fund
Fisher Funds GlidePath Age 40 is a lifecycle option (formerly part of the Kiwi Wealth KiwiSaver Scheme) that automatically adjusts its fund mix each year as you age. At age 40 it invests about 32% in the Fisher Aggressive Fund and 68% in the Growth Fund. It has an annual fund charge of 1.21%.
See how all of Fisher Funds KiwiSaver's funds have performed