Fisher Funds

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.

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

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

• Investment management services
• Kiwisaver retirement savings
• Managed investment funds
• Wealth management solutions
• Asset management services

Headquarters

HQ city

Auckland

HQ country

New Zealand

HQ region

Oceania

Offices1 record

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure

Revenue model

1. 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

Core 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.

Named customers3 records

Segments3 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature1 record

Partnerships

Five partnerships are on record, tiered core and minor.

• KiwibankcoreChannel Partner/ Reseller/ Distributor · 15 August 2022Strategic 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.
• TSBminorChannel Partner/ Reseller/ DistributorReferral partner bank that refers its customers to Fisher Funds for KiwiSaver and investment products.
• The Co-operative BankminorChannel Partner/ Reseller/ DistributorReferral partner bank that refers its customers to Fisher Funds for KiwiSaver and investment products.
• Special New ZealandcoreGTM or Marketing PartnerCreative agency partner that developed Fisher Funds' refreshed brand and creative campaign 'Make the most of your Money' launched in November 2025.
• ReasoncoreGTM or Marketing PartnerMedia 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

Direct 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

• Xx.com/fisherfunds
• LinkedInlinkedin.com/company/fisher-funds

Revenue estimate

Valuation estimate

Number of profiles

Profiles4 records

Subsidiaries10 records

Funding overview

Funding rounds1 record

Investors1 record

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A1 record

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Fisher Funds