Investment funds / non-KiwiSaver / Multi Asset / Global
The Fisher Funds Conservative Fund invests in mainly income assets with a small amount in growth assets. The investment philosophy behind this investment strategy is the belief that broadly diversified fixed interest securities along with a modest weighting to growth assets can provide stable returns over time. Generally speaking we expect the fund to be actively managed; however we may use passive vehicles to gain broad market exposure. Where we do actively choose stocks we look to invest only in businesses and industries that we know and understand. We invest only after fully researching a stock, and tend to be long term investors. We understand that the market gets valuations wrong from time to time and we rely on our own assessment of value rather than the market's view to exploit opportunities. We give each potential investment a score using the following criteria to choose stocks: Strength of the business, Track record, Earnings history, Earnings outlook, People, and Price.
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.