Fisher Funds Lifesaver Balanced Fund
Lifesaver Balanced Fund is a balanced KiwiSaver fund managed by Fisher Funds. It has 1,972 members and holds $286 million. It opened in 2006.
Fees and returns
- Annual fee
- 0.99% of your balance each year
- Return over 1 year
- +1.7% a year
- Return over 3 years
- +5.8% a year
- Return over 5 years
- +2.8% 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 +2.8% a year. The median for mainstream balanced funds over the same period was +3.8% a year, across 40 funds. This fund is behind that median, by 1.0 percentage points.
What it invests in
International equities 37%, new zealand fixed interest 19%, australasian equities 17%, international fixed interest 16%.
Largest holdings
- ANZ 10 A/C - Current Accounts 6.42%
- Buy Nzd:Sell Usd 09/06/26 09/06/2026 5.17%
- Buy Nzd:Sell Aud 11/05/26 11/05/2026 4.52%
Year by year
| Financial year | Return |
|---|---|
| 2025/26 | +1.7% |
| 2024/25 | +3.0% |
| 2023/24 | +13.1% |
| 2022/23 | −3.5% |
| 2021/22 | +0.4% |
| 2020/21 | +20.4% |
| 2019/20 | +0.1% |
| 2018/19 | +7.1% |
| 2017/18 | +6.0% |
| 2016/17 | +6.9% |
About this fund
The Fisher Funds LifeSaver Balanced Fund is an actively managed balanced fund with a growth-leaning mix of shares and income assets. It is a workplace savings scheme, joined through a participating employer. It has an annual fund charge of 0.99%.
See how all of Fisher Funds KiwiSaver's funds have performed