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Our Fund Performance

Unit Prices

Fund Current Unit Price
(as at Wed 18/07/18)
Fund
Inception
Fisher Funds KiwiSaver TWO Cash Enhanced Fund $1.7520 1 October 2007
Fisher Funds KiwiSaver TWO Preservation Fund $2897.36 1 October 2007
Fisher Funds KiwiSaver TWO Conservative Fund $1.8259 1 October 2007
Fisher Funds KiwiSaver TWO Balanced Fund $5144.84 1 October 2007
Fisher Funds KiwiSaver TWO Growth Fund $1.8557 1 October 2007
Fisher Funds KiwiSaver TWO Equity Fund $4821.46 1 October 2007

Fund performance as at 30 June 2018

Fund after Fees & before-tax Returns 1
mth
3
mths
6
mths
12
mths
2
yrs*
3
yrs*
5
yrs*
7
yrs*
Since
inception*
Date of
inception
Fisher Funds TWO KiwiSaver Cash Enhanced Fund 0.6% 1.5% 1.8% 5.0% 4.7% 5.2% 6.0% 5.9% 5.4% 1/10/2007
Fisher Funds TWO KiwiSaver Preservation Fund 0.2% 0.6% 1.1% 2.3% 2.4% 2.5% 2.8% 2.9% 3.6% 1/10/2007
Fisher Funds TWO KiwiSaver Conservative Fund 0.7% 1.8% 1.9% 5.5% 5.2% 5.4% 6.2% 6.2% 5.5% 1/10/2007
Fisher Funds TWO KiwiSaver Balanced Fund 1.3% 3.3% 2.9% 9.2% 8.7% 7.6% 8.6% 8.2% 6.1% 1/10/2007
Fisher Funds TWO KiwiSaver Growth Fund 1.6% 4.3% 3.5% 11.7% 11.3% 8.9% 10.2% 9.6% 5.8% 1/10/2007
Fisher Funds TWO KiwiSaver Equity Fund 2.3% 6.2% 4.5% 16.2% 15.0% 10.7% 12.0% 10.2% 4.6% 1/10/2007

Important Information: * Fund performance figures have been annualised where the performance period is more than one year. Fund performance figures do not include entry fees, exit fees or brokerage fees or tax, but do include any tax credits applicable to the funds since October 2007. Please note that past performance is not necessarily indicative of future returns. Returns can be positive or negative, and returns over different time periods may vary. No returns are promised or guaranteed.

Disclaimer: While all care has been taken in the display of these fund performance figures, neither Fisher Funds Management Limited nor any other person accepts responsibility for any errors.

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