Risk indicator for the Property & Infrastructure 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
The Fisher Funds Property & Infrastructure Fund aims to achieve growth over the long term by investing in New Zealand and international property and infrastructure assets. Our Investment Team handpick businesses that own growth infrastructure and property assets – businesses that have naturally wide economic moats and benefit from structural growth. This includes businesses that own assets such as cellular towers, airports, railroads, industrial buildings and power companies.
Why choose this fund?
If you value higher potential long-term returns and are comfortable with some volatility, and also like the idea of investing in companies that provide essential products and services, 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 Property & Infrastructure Fund invests in below.
Significant holdings
Aeroports de Paris SA
American Tower
American Water Works Company, Inc.
Arena
Auckland International Airport
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.
