Risk indicator for the New Zealand Growth Fund:
Lower risk Higher riskThe risk indicator is rated from 1 (low) to 7 (high). The rating reflects how much the value of the fund’s assets goes up and down (volatility). A higher risk generally means higher potential returns over time, but more ups and downs along the way.
About this fund
Launched in August 1998, The Fisher Funds New Zealand Growth Fund is our flagship fund. It aims to produce long-term growth by investing in a concentrated selection of high-quality New Zealand companies hand-picked by our Investment Team. Typically, the fund will be invested in 15 to 20 companies at any one time. The focus is on companies with wide economic moats, long runways for growth and that are run by exceptional people.
Why choose this fund?
If you are looking for higher potential growth in your investment over the long term and are comfortable with the volatility that comes with a higher risk fund, and also like the idea of investing in well-known, market-leading New Zealand companies, this fund could be a good choice for you.
Sector split
June 2024
Portfolio holdings
30 June 2024
See a selection of the companies the New Zealand Growth Fund invests in below.
Significant holdings
a2 Milk Company
Auckland International Airport
Contact Energy
Delegat
Ebos Group
Portfolio Team
Our Managed Funds
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Conservative Fund
Aims to provide stable returns over the long term by investing mainly in income assets with a modest allocation to growth assets.
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Growth Fund
Aims to grow your investment over the long term by investing mainly in growth assets.
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Income Fund
Aims to provide stable returns over the long term by investing in New Zealand and international fixed interest assets.
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Property & Infrastructure Fund
Focuses on growth of your investment over the long term by investing in New Zealand and international property and infrastructure assets.
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New Zealand Growth Fund
Focuses on growth of your investment over the long term by investing in quality New Zealand companies which can consistently produce increasing earnings.
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Australian Growth Fund
Focuses on growth of your investment over the long term by investing in quality Australian companies which can consistently produce increasing earnings.
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International Growth Fund
Focuses on growth of your investment over the long term by investing in quality international companies which can consistently produce increasing earnings.
