Fisher Funds Glidepath Age 55
Glidepath Age 55 is a balanced KiwiSaver fund managed by Fisher Funds. It has 9 members and holds $1 million. It opened in 2025.
Fees and returns
- Annual fee
- 1.11% of your balance each year
- Return over 1 year
- +2.9% a year
- Return over 5 years
- +3.7% a year
Figures are after fees and tax, as at Q3 2026, sourced from the FMA Disclose Register.
What it invests in
International equities 40%, new zealand fixed interest 19%, australasian equities 15%, international fixed interest 15%.
Largest holdings
- Buy Nzd:Sell Usd 09/06/26 09/06/2026 4.61%
- ANZ 10 A/C - Current Accounts 4.31%
- Buy Nzd:Sell Aud 11/05/26 11/05/2026 3.97%
Year by year
| Financial year | Return |
|---|---|
| 2025/26 | +2.9% |
About this fund
Fisher Funds GlidePath Age 55 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 55 it invests about 11% in the Fisher Growth Fund and 89% in the Balanced Fund. It has an annual fund charge of 1.11%.
See how all of Fisher Funds KiwiSaver's funds have performed