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Fisher Funds

  1. Auckland
  2. Auckland Financial Service
  3. Auckland Finance Company

Reviews, get directions and contact details for Fisher Funds

Fisher Funds

About

We have been helping Kiwis on their investment journey for 20 years and are proud to serve over 270,000 investors. We take a long term approach to enable our clients to have the future they deserve through Smart Active Investment Management.

Story

Fisher Funds is a privately owned New Zealand specialist investment manager managing more than $6 billion for over 250,000 investors.

We offer a full range of growth and income investment solutions including a KiwiSaver Scheme.

Our disciplined investment approach is unique and we are proud to have some of New Zealand’s most experienced investment professionals in our investment team.

Address: 67 Hurstmere Road, Auckland 0622
Phone: 0508 FISHER (0508 347 437)
State: Auckland
Zip Code: 0622


Opening Hours

Monday: 08:30 - 17:30
Tuesday: 08:30 - 17:30
Wednesday: 08:30 - 17:30
Thursday: 08:30 - 17:30
Friday: 08:30 - 17:30

Update Info

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Reviews
They used to be one of the best a few years ago but recently they take the awards for having the worst performing funds - worse than their respective market index. And they dare to charge an exorbitant > 4% in management fees for doing worse than the market!. If you left your money in an index fund for almost no cost, it would've done much better. Fisher Funds have the most incompetent fund managers around. They ‘manage’ the funds to actively shrink your money and then charge you the highest fees for doing that!
Very helpful easy to convey needs as and questions answered to e easily understood. Any advice on funds is put through to your appointed advisor, easy to access prompt with returning calls.
I retract my former negative review. Fisher Funds has proved itself helpful, friendly, and responsive to the particularities of my situation.
As a 20 year + investor the Service level delivery has been restored <>< Part % apply but not visible in the client Portal ... So being foretold is being forewarned. I can now plan Dollar cost averaging without affecting a re balance not intended . Thanks Karl , . Confidence restored .....
Worst kiwisaver I have been with lost so much in 6 week period my kiwisaver lost 6k or units whatever you want to call it...rang them every 2nd day asking why my funds kept going down each day! I transfer out before they could take all my savings..gone back to my original kiwisaver of ten yrs plus been going up since I returned to them unlike fisher funds.stay clear!
Very bad service and one can not take his own deposit money, every time they bring some things new and the customer hard earned money are locked in company.
easy way to seriously save forthe future with benefits online site is great source of information very impressed thank you
Absolutely *shocking* losses on their Kiwisaver fund. It's one thing to make a short term loss, but when it not only fails to recover but worsens particularly when other Kiwisaver providers still manage to provide growth, one begins to suspect that there's something systematically wrong with Fisher Fund's strategy.
Customer service was impeccable. Made transferring my kiwisaver to them extremely easy. When I had issues they phoned me as they had realised there were issues and helped me with solutions to fix this.
READ THIS BEFORE COMMITTING YOUR HARD EARNED MONEY TO FISHER FUNDS. I had a long investment relationship with Fisher Funds FF, KiwiSaver since inception plus managed funds.  Many hundreds of thousands.  I did my research and liked FF's investment philosophy and of course returns.   There were bumps along the way as various external factors hit markets and impacted returns.   FF managed these events well and gave me confidence to remain invested. However in the past 12 months things started to get a bit wobbly .   FF have not managed the market factors very well.  Yes there are challenges with Covid, current and emerging conflicts and the domino impact on supply chains, growth and environmental considerations aka the re-emergence of fossil fuels / implications on climate change.  This is translating to levels of inflation not seen for 30 years years and a major impact on economies as many sectors contract.   FF are demonstrating that they simply do not have Investment Managers with experience in choosing appropriate investments in this environment. If you peel away the layers, FF's approach is to beat the requisite benchmarks across their various funds.  This requires a balancing act of making sure it has sufficient exposure to investments in these benchmarks at a reasonable level while trying to beat the benchmark fund through identifying potential investment 'gems'.   I can provide many examples of where this approach has come unstuck but I'll focus on just two: - Income fund.  This is supposed to be a lower risk investment fund with investments in bonds and fixed interest.  'My' expectations are in a low inflation environment that returns will be at least positive but conservatively so e.g. 1 to 4% return p.a..   This fund is down approximately 6% in the past two years.   $100,000 invested two years ago is now worth approx. $94,000 today.   FF failed to re-position their investments and are now generating returns well below their benchmark and unfortunately the returns have been negative for almost two years now. - International fund.   I see behaviour by FF, similar to what I observed in the share market crash of the late 1980's, of buying into companies on the downside where there is still more downside to come 'We increased our position in Meta because we like its fundamentals etc' and they have retained sizeable portfolio weightings in Alibaba and Tenscent Holdings Ltd, notwithstanding the challenges of owning investments that are dominciled in China.  FYI Meta is down 39% year on year and down over 50% since its peak last year, Alibaba is down 61% YoY and down nearly 75% since its peak in 2020, Paypal is down 68% YoY and down nearly 75% since its peak.   The retention of Paypal is particularly confusing given the increased disruption in this space including Apple.  Most problematic and illustrative of the 'jumping in on the downside' was FF's recent investment into Netflix; according to FF 'the drop in share price now offered value'.   In the less than TWO months since FF invested into Netflix, the shares have dropped by approximately 43% 45% discount from November highs approx. of $691 a share equates to a buy in price of approx. US$380, current share price US$216!!  Other well researched investment commentators have provided good insights into the challenges / downsides facing Netflix aka they rate Netflix a sell, not a buy opportunity. Yes I have selectively picked on some of the worse performing investments across FF's investment portfolio.  Unfortunately FF's recent performance, across pretty much all its funds, has performed below its benchmarks, in some cases they are significantly below.   A few months ago, being uncomfortable with their investment decisions I started to tactically withdraw from FF as I needed to re-balance my risk and 'stem the bleeding'.   So far I have been happy with this decision.
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Fisher Funds map

Directions to Fisher Funds with public transportation

Hurstmere Rd/Anzac St 80 meters
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Takapuna 140 meters
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Takapuna Primary School 250 meters
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Killarney Street 280 meters
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Lake Road/Bracken Avenue 300 meters
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