Fisher Funds Management LTD
Fisher Funds Management Ltd is one of New Zealand’s largest specialist investment managers, headquartered in Auckland. The firm provides investment management and advisory services to over 500,000 clients, managing retirement and managed fund products for individual and institutional investors. Founded in 1998, Fisher Funds has grown steadily and serves clients primarily in New Zealand, focusing on KiwiSaver plans and a range of managed investment funds. The company has become known for its active management approach and investor education resources.
Investment Strategy
Fisher Funds Management Ltd applies an active investment management philosophy, focusing on long-term growth by investing in a diversified portfolio of international equities. The strategy emphasizes fundamental research, seeking to identify high-quality companies with strong growth prospects. Currency risk is managed through partial hedging, with international equities typically being 50% hedged into NZD. The firm maintains a disciplined approach to asset allocation, risk management, and ongoing portfolio review to maximize returns over time while managing volatility.
Top Holdings
Equity Positions (167)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
M MSFT | MICROSOFT CORP | 5.86% | $246.8M | 496,219 | $416.17 | $497.41 | +$5.4M |
A AMZN | AMAZON COM INC | 5.28% | $222.5M | 1,014,155 | $216.41 | $219.39 | +$8.6M |
G GOOGL | ALPHABET INC | 4.11% | $173.4M | 983,825 | $187.78 | $176.23 | +$25.8M |
M MA | MASTERCARD INCORPORATED | 3.59% | $151.3M | 269,165 | $529.51 | $561.94 | +$16.0M |
I ISRG | INTUITIVE SURGICAL INC | 3.37% | $142.2M | 261,707 | $522.90 | $543.41 | +$41.4M |