InvestNow Fisher Funds Conservative Fund
Investnow Fisher Funds Conservative Fund is a conservative KiwiSaver fund managed by InvestNow. It has 82 members and holds $2 million. It opened in 2022.
Fees and returns
- Annual fee
- 0.93% of your balance each year
- Return over 1 year
- +2.7% a year
- Return over 3 years
- +4.4% a year
Figures are after fees and tax, as at Q3 2026, sourced from the FMA Disclose Register.
What it invests in
New zealand fixed interest 32%, international fixed interest 27%, cash and cash equivalents 20%, international equities 12%.
Largest holdings
- Fisher Funds Conservative Fund 100.0%
Year by year
| Financial year | Return |
|---|---|
| 2025/26 | +2.7% |
| 2024/25 | +3.5% |
| 2023/24 | +7.0% |
| 2022/23 | −2.4% |
About this fund
InvestNow's wrapper access to the Fisher Funds Conservative Fund, managed by Fisher Funds — mainly New Zealand and international fixed interest and cash, with a smaller allocation to shares. It has an annual fund charge of 0.93%.