Fisher Funds KiwiSaver Plan Cnsrv
23620
Fisher Funds KiwiSaver Plan Cnsrv 23620 Strategy
The fund's fixed interest and income share investments are hedged 90% back into NZD. The hedge placed on growth shares is a management decision. Investments in shares may range between 0% and 100% of the mandated allocation. Fixed interest investments are predominately high-grade corporate bonds.
The investment objective & strategy is a summary of the investment's principal strategy as written in the prospectus. This information is pulled from the most recent product disclosure document.
Funds News & Analysis
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Listed Investment Companies monthly performance: December 2024
The Morningstar LIC monthly report provides a snapshot of ASX-listed LICs, and whether they are trading at a premium or a discount to their net tangible assets (NTA).
funds
Listed Investment Companies monthly performance: November 2024
The Morningstar LIC monthly report provides a snapshot of ASX-listed LICs, and whether they are trading at a premium or a discount to their net tangible assets (NTA).
funds
Chart of the week: A reliable predictor of the success of an investment
This week's chart of the week looks at the impact of fees on the success of funds.
Morningstar Investment Ideas
Markets
Index | Last price | Change | % Change |
|---|---|---|---|
| All Ordinaries | 8,710.20 | 65.70 | 0.76% |
| CAC 40 | 7,897.37 | 9.21 | -0.12% |
| DAX 40 | 21,430.58 | 148.40 | 0.70% |
| Dow JONES (US) | 44,850.35 | 136.77 | 0.31% |
| FTSE 100 | 8,533.87 | 30.16 | 0.35% |
| HKSE | 20,225.11 | 27.34 | 0.14% |
| NASDAQ | 19,733.59 | 391.75 | 2.03% |
| Nikkei 225 | 39,354.84 | 337.97 | 0.87% |
| NZX 50 Index | 13,003.04 | 45.89 | 0.35% |
| S&P 500 | 6,067.70 | 55.42 | 0.92% |
| S&P/ASX 200 | 8,456.20 | 57.10 | 0.68% |
| SSE Composite Index | 3,250.60 | 2.03 | -0.06% |