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FISHER FUNDS MANAGED FUNDS Product Disclosure Statement Issued by Fisher Funds Management Limited 1 November 2022This is a replacement Product Disclosure Statement (PDS) which replaces the PDS dated
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How to fill out fisher funds managed funds

01
Visit the Fisher Funds website or contact a financial advisor to gather information on the available managed funds.
02
Consider your investment goals, risk tolerance, and time horizon to determine which managed fund is right for you.
03
Fill out the necessary paperwork, which may include an application form and a risk tolerance questionnaire.
04
Provide the required identification and funding for the managed fund.
05
Review and sign the terms and conditions of the managed fund agreement.
06
Monitor the performance of your managed fund regularly and make adjustments as needed.

Who needs fisher funds managed funds?

01
Investors who are looking for professionally managed investment options.
02
Individuals who want to diversify their investment portfolio.
03
People who prefer a hands-off approach to investing.
04
Those who are seeking long-term growth potential through strategic investment decisions.
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Fisher Funds Managed Funds are investment funds managed by Fisher Funds, a New Zealand based investment company.
Investors who have invested in Fisher Funds Managed Funds are required to file the appropriate tax and financial information.
Investors can fill out the necessary forms provided by Fisher Funds, detailing their investments, income, and other relevant financial information.
The purpose of Fisher Funds Managed Funds is to provide investors with a professionally managed investment portfolio to help them achieve their financial goals.
Investors must report their investment portfolio details, income earned, capital gains, and any other relevant financial information.
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