Fisher Funds
Fisher Funds Management Limited is a New Zealand specialist investment manager offering KiwiSaver, Managed Funds, and Premium investment services to nearly 500,000 Kiwi investors using its in-house Smart Active Investment Management approach.
- Company typePrivate
- Founded1998
- HeadquartersAuckland, New Zealand
- Headcount101–250
- GTM typeB2C
- OfferingServices
What Fisher Funds does
Fisher Funds Management Limited is a privately held New Zealand specialist investment manager founded in 1998 and headquartered at 67–73 Hurstmere Road, Takapuna, Auckland. The company offers a diversified product range spanning KiwiSaver schemes, Managed Funds, Premium Service, Investment Funds, LifeSaver Plan, Investment Series, and FuturePlan, all managed under its proprietary 'Smart Active Investment Management' approach, an in-house active portfolio management methodology applied across multiple asset classes with a stated responsible investing policy. The investment team is described as one of New Zealand's largest in-house teams, carrying over 350 combined years of investment experience.
Following the August 2022 acquisition of Kiwi Wealth from Kiwi Group Holdings for NZ$310 million, Fisher Funds became the second-largest KiwiSaver provider in New Zealand, managing over NZ$13–14 billion in KiwiSaver funds and serving nearly 500,000 Kiwis. Revenue is generated through recurring management fees on assets under management, distributed via a direct website channel, an award-winning Client Services Team, financial advisers, and referral partnerships with Kiwibank (strategic), TSB, and The Co-operative Bank. The company's operating geography is exclusively New Zealand, and institutional backing from TA Associates (2017) supports its M&A capacity, as demonstrated by the Kiwi Wealth deal.
Fisher Funds firmographics
Firmographics- Name
- Fisher Funds
- Legal name
- Fisher Funds Management Limited
- Website
- https://fisherfunds.co.nz
- Company type
- Private
- Founded year
- 1998
- Operating status
- Operating
- Headcount range
- 101–250 employees
- Short description
- Fisher Funds Management Limited is a New Zealand specialist investment manager offering KiwiSaver, Managed Funds, and Premium investment services to nearly 500,000 Kiwi investors using its in-house Smart Active Investment Management approach.
- Ownership category
- akta.pro rank
Fisher Funds industry classification
Industry- Product category
- Investment Management
- NAICS
- Portfolio Management and Investment Advice (523940), Portfolio Management and Investment Advice (52394), Open-End Investment Funds (525910), Pension Funds (525110)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Registered Investment Advisor (RIA) Wealth Management (FSAEABAA)
- akta.pro secondary industries
- Multi-Asset Income Funds (Diversified Income) (FSAAAJAG), Pension Master Trusts, Superannuation & Provident Funds (FSAAAGAB)
Keywords
Where Fisher Funds is headquartered
LocationHeadquarters
- HQ city
- Auckland
- HQ country
- New Zealand
- HQ region
- Oceania
Offices1 record
Markets served
Fisher Funds business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure
Revenue model
- Management Fees: Fisher Funds generates revenue through management fees charged on funds under management across their KiwiSaver schemes, Managed Funds, Premium Service, and other investment products. The company manages over $13-14 billion in KiwiSaver funds following the Kiwi Wealth acquisition.
Go-to-market motion2 records
Distribution channels4 records
Marketing channels4 records
Fisher Funds product offering
Product offeringCore offering
Fisher Funds is a New Zealand specialist investment manager that builds and manages diversified investment portfolios for individual investors through its KiwiSaver schemes, Managed Funds, Premium Service, Investment Funds, LifeSaver Plan, Investment Series, and FuturePlan products. The firm applies its in-house Smart Active Investment Management approach to deliver retirement savings, first-home-purchase KiwiSaver withdrawals, and long-term wealth-building solutions to nearly 500,000 Kiwis, managing over NZ$13-14 billion in KiwiSaver funds.
Differentiator
Problem solved
Functional benefit
Products and services
- Fisher Funds KiwiSaver Scheme A New Zealand KiwiSaver scheme for resident individuals saving for retirement and first home purchase, offering multiple fund options across conservative to aggressive risk profiles including age-based GlidePath options, managed by Fisher Funds' in-house investment team.
- Fisher Funds Managed Funds A range of managed investment funds for New Zealand investors seeking diversified, professionally managed portfolios across multiple asset classes and risk profiles.
- Fisher Funds Premium Service A premium investment service for higher-balance and high-net-worth New Zealand investors requiring personalized investment management and a higher service tier.
- Fisher Funds Investment Funds A dedicated investment funds offering within Fisher Funds' product range for investors seeking professionally managed fund vehicles.
- Fisher Funds LifeSaver Plan A combined life insurance and investment plan product offered by Fisher Funds, providing life cover alongside an investment component.
- Fisher Funds Investment Series An investment series product offering structured fund options within Fisher Funds' product range for individual investors.
- FuturePlan A retirement planning product within Fisher Funds' offering, designed to help New Zealand investors plan and accumulate retirement savings.
Companies that use Fisher Funds
Customer profileNamed customers3 records
Segments3 records
Ideal customer profiles3 records
Fisher Funds technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Feature1 record
Fisher Funds partnerships and signals
Strategic signalPartnerships
Five partnerships are on record, tiered core and minor.
- KiwibankcoreStrategic partnership with Kiwibank as part of the NZ$310 million acquisition of Kiwi Wealth from Kiwi Group Holdings. Kiwibank serves as a referral partner, directing its customers to Fisher Funds KiwiSaver and managed fund products.
- TSBminorReferral partner bank that refers its customers to Fisher Funds for KiwiSaver and investment products.
- The Co-operative BankminorReferral partner bank that refers its customers to Fisher Funds for KiwiSaver and investment products.
- Special New ZealandcoreCreative agency partner that developed Fisher Funds' refreshed brand and creative campaign 'Make the most of your Money' launched in November 2025.
- ReasoncoreMedia and performance marketing agency that prepared the multi-channel media strategy for Fisher Funds' brand campaign spanning digital, press, social, outdoor, radio and airport properties.
Scale indicators6 records
Recent moves5 records
Expansion highlights4 records
Fisher Funds competitors and assessment
Company assessmentDirect peers
- Milford Asset Management: NZ-based specialist investment manager offering KiwiSaver schemes and managed funds with active investment philosophy. Closest direct competitor on product, philosophy (active management), and customer segment (NZ retail).
- Generate KiwiSaver: NZ KiwiSaver and managed investment provider with active and lifecycle-oriented strategies. Directly comparable in target market, fund structure, and active-management positioning.
- Kiwi Wealth (now Fisher Funds KiwiSaver Plan): Was a direct KiwiSaver and managed funds competitor before being acquired by Fisher Funds in 2022 for NZ$310M. Now part of the same group; useful historical peer for product mix and FUM benchmarks.
- Harbour Asset Management: NZ-based active investment manager offering KiwiSaver, managed funds, and direct equity strategies. Comparable active-management philosophy, NZ institutional and retail client base.
- Booster Financial Services: NZ KiwiSaver and managed funds provider with similar diversified multi-asset fund range and active management approach. Competes head-to-head in the same KiwiSaver and retail managed fund segments.
Emerging players
- Kernel Wealth: NZ-based digital KiwiSaver and managed funds manager using passive/low-fee index strategies. Emerging player competing on cost and digital UX; relevant for fee-compression benchmarking.
- Simplicity (Simplicity Living, Simplicity KiwiSaver): NZ low-cost KiwiSaver and managed funds provider. Not a like-for-like active manager, but a meaningful competitor on price/fees and a useful peer for benchmarking KiwiSaver market share dynamics.
Broad incumbents
- ANZ Investments: One of the largest KiwiSaver providers in NZ through ANZ bank distribution. Broader incumbent offering full banking plus investment; competes on bundling and brand trust, not specialist active management.
- ASB Investments (ASB Bank): Major NZ KiwiSaver provider leveraging ASB's retail bank customer base. Comparable scale and product breadth but distributed through a much larger parent bank rather than a specialist channel.
- AMP Capital (now renamed under various transactions): Established Australasian wealth manager offering KiwiSaver and managed funds in NZ. Comparable product set; broader incumbent with cross-Tasman footprint and institutional as well as retail capability.
Market position
Strengths5 records
Weaknesses4 records
Competitive moat5 records
Key risks5 records
Key highlights7 records
Customer concentration
Fisher Funds social profiles
Digital presenceFisher Funds financial estimates
Financial estimateRevenue estimate
Valuation estimate
Fisher Funds leadership team
Management profileNumber of profiles
Profiles4 records
Fisher Funds subsidiaries and ownership
Company hierarchySubsidiaries10 records
Fisher Funds funding detail
Funding detailFunding overview
Funding rounds1 record
Investors1 record
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Fisher Funds M&A and investment
M&A and investmentM&A1 record
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Fisher Funds
What does Fisher Funds do?
Fisher Funds is a New Zealand specialist investment manager that builds and manages diversified investment portfolios for individual investors through its KiwiSaver schemes, Managed Funds, Premium Service, Investment Funds, LifeSaver Plan, Investment Series, and FuturePlan products. The firm applies its in-house Smart Active Investment Management approach to deliver retirement savings, first-home-purchase KiwiSaver withdrawals, and long-term wealth-building solutions to nearly 500,000 Kiwis, managing over NZ$13-14 billion in KiwiSaver funds.
Is Fisher Funds a public or private company?
Fisher Funds is a private company. It is classified as unknown and is currently operating.
When was Fisher Funds founded?
Fisher Funds was founded in 1998. It employs 101 to 250 people.
Where is Fisher Funds based?
Fisher Funds is headquartered in Auckland, New Zealand, in the Oceania region.
How does Fisher Funds make money?
One revenue line is on record: management Fees.
Who are Fisher Funds's main competitors?
Direct peers on record are Milford Asset Management, Generate KiwiSaver, Kiwi Wealth (now Fisher Funds KiwiSaver Plan), Harbour Asset Management and Booster Financial Services. Emerging players are Kernel Wealth and Simplicity (Simplicity Living, Simplicity KiwiSaver). Broad incumbents are ANZ Investments, ASB Investments (ASB Bank) and AMP Capital (now renamed under various transactions).
Does Fisher Funds have an API?
No public API is recorded for Fisher Funds.
What industry is Fisher Funds in?
Fisher Funds's product category is Investment Management. Its primary akta.pro industry code is FSAEABAA, Registered Investment Advisor (RIA) Wealth Management, with a secondary code of FSAAAJAG, Multi-Asset Income Funds (Diversified Income). Its NAICS code is 523940 and its SIC code is 6282.