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Fisher FuturePlan - Balanced

22840
=
0.00
-
-
  • Previous Close

    0.00

  • Net Assets

    119.42m

  • Yield

    0.00%

  • Front load

    0.00

  • Expenses

    -

  • Category

    Multi-sector – Balanced

  • Morningstar Risk

    Average

  • Morningstar Rating ★★★★
Profile

Name of Issuer

Fisher Funds Management Limited

Fund Style

Open

Fund Manager

Investment Style

Large Blend

Invests in international shares, New Zealand shares, property, cash, international bonds, and fixed interest securities. Asset allocation ranges (with benchmarks in brackets): international shares 25-45% (34%), NZ cash/fixed interest securities 5-25% (15%), global bonds 0-20% (10%), NZ shares 0-20% (11%), property 0-20% (10%), NZ bonds 10-30% (20%).

Purchase Information

Initial Purchase 5,000
Initial Purchase: IRA NA
Initial Purchase: AIP NA

Inception

2/10/1989

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