Investment funds / non-KiwiSaver / Multi Asset / Global
The Fisher Funds Multi-Sector Fund invests in a balance of income and growth assets. The investment philosophy behind this investment strategy is the belief that a broadly diversified fund can provide growth with moderate volatility of 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.