Investment funds / non-KiwiSaver / Bonds / New Zealand
The Fisher Funds New Zealand Fixed Income Trust invests in New Zealand fixed interest assets. The investment philosophy behind this investment strategy is the belief that cash and fixed interest will provide the most stable returns. Generally speaking the Manager expects the Fund to be actively managed; however they may use passive vehicles to gain broad market exposure.
Use this standardised profile only as an initial resource. Only the fund manager can supply you with the documents you will need before you invest. This profile will enable you to make a shortlist using some standard quantitative factors.
Or you can source a full set of qualitative attributes from Research IP at the links within this document.