Investment funds / non-KiwiSaver / Bonds / Global
The Fisher Funds Income Fund invests in both local and international fixed interest investments that provide the fund with a combination of income and capital growth. The Fund gives their clients access to a diverse portfolio of fixed interest investments from around the globe. This fund combines their rigorous investment research with active portfolio management. As well as being an option to invest in this fund as part of a diversified investment strategy across their managed funds, this fund offers an alternative to bank deposits. Your money is invested throughout the world in a range of industries and sectors that are not available in Australasia, providing added diversification. Because this fund is designed to be a more conservative fund there are no investments in shares. You can also access your money at any time and there is a low minimum for investment.
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.