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Fisher Funds Managed Funds Product Disclosure Statement Issued by Fisher Funds Management Limited 6 March 2024This is a replacement Product Disclosure Statement (PDS) which replaces the PDS dated6
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Log in to your Fisher Funds account.
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Navigate to the 'Managed Funds' section.
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Fisher Funds Managed Funds are investment products managed by Fisher Funds, designed to pool investor money to invest in a diversified portfolio of assets according to specific investment strategies.
Typically, entities or individuals managing a Fisher Funds Managed Fund must file necessary documentation for compliance with financial regulations and reporting requirements.
To fill out Fisher Funds Managed Funds documentation, investors or managers need to provide necessary details like fund performance, expenses, and distribution of earnings as per the prescribed format.
The purpose of Fisher Funds Managed Funds is to provide investors with a professionally managed investment option that aims to achieve specific financial goals while diversifying risk.
Information that must be reported includes fund performance, management fees, investment holdings, overall fund strategy, and compliance with regulatory requirements.
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