Fisher Funds Plan Growth Fund
Growth Fund is a growth KiwiSaver fund managed by Fisher Funds. It is offered through the Fisher Funds KiwiSaver Plan. It has 68,430 members and holds $2.8 billion. It opened in 2007.
Fees and returns
- Annual fee
- 1.13% of your balance each year
- Return over 1 year
- +2.8% a year
- Return over 3 years
- +7.1% a year
- Return over 5 years
- +4.3% 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 +4.3% 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 0.8 percentage points.
What it invests in
International equities 51%, australasian equities 21%, new zealand fixed interest 10%, cash and cash equivalents 8%.
Largest holdings
- Buy Nzd:Sell Aud 11/05/26 11/05/2026 5.72%
- ANZ 10 A/C - Current Accounts 5.02%
- Buy Usd:Sell Nzd 30/06/26 30/06/2026 4.19%
Year by year
| Financial year | Return |
|---|---|
| 2025/26 | +2.8% |
| 2024/25 | +1.7% |
| 2023/24 | +17.6% |
| 2022/23 | −4.8% |
| 2021/22 | +5.3% |
| 2020/21 | +31.0% |
| 2019/20 | −3.5% |
| 2018/19 | +4.7% |
| 2017/18 | +10.8% |
| 2016/17 | +9.9% |
About this fund
The Fisher Funds Growth Fund is an actively managed growth fund holding mostly international and Australasian shares, with some income assets. Fisher uses active stock selection rather than tracking an index. It was formerly part of the Kiwi Wealth KiwiSaver Scheme (which joined Fisher Funds in 2022). It has an annual fund charge of 1.13%.
See how all of Fisher Funds KiwiSaver's funds have performed