Fisher Funds Growth Fund
Growth Fund is a growth KiwiSaver fund managed by Fisher Funds. It is offered through the Fisher Funds KiwiSaver Scheme. It has 113,653 members and holds $4.0 billion. It opened in 2007.
Fees and returns
- Annual fee
- 1.05% of your balance each year
- Return over 1 year
- +2.0% a year
- Return over 3 years
- +7.0% a year
- Return over 5 years
- +3.5% a year
Figures are after fees and tax, as at Q3 2026, sourced from the FMA Disclose Register.
How it compares
Over the last five years this fund returned +3.5% a year. The median for mainstream growth funds over the same period was +5.1% a year, across 27 funds. This fund is behind that median, by 1.6 percentage points.
What it invests in
International equities 49%, australasian equities 23%, new zealand fixed interest 10%, cash and cash equivalents 8%.
Largest holdings
- ANZ 10 A/C - Current Accounts 6.93%
- Buy Nzd:Sell Aud 11/05/26 11/05/2026 5.84%
- Buy Usd:Sell Nzd 30/06/26 30/06/2026 4.18%
Year by year
| Financial year | Return |
|---|---|
| 2025/26 | +2.0% |
| 2024/25 | +2.4% |
| 2023/24 | +17.3% |
| 2022/23 | −3.8% |
| 2021/22 | +0.9% |
| 2020/21 | +29.2% |
| 2019/20 | −1.0% |
| 2018/19 | +8.9% |
| 2017/18 | +9.3% |
| 2016/17 | +9.5% |
About this fund
The Fisher Funds Growth Fund is an actively managed growth fund holding mostly international and Australasian shares, with some income assets, using active stock selection rather than index-tracking. It is part of Fisher's original in-house scheme. It has an annual fund charge of 1.05%.
See how all of Fisher Funds KiwiSaver's funds have performed