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Fisher Funds Management Limited
Simon Power · Asset Manager · Growth
Fisher Funds Management Limited is a leading New Zealand-based investment management firm established in 1998. As the country's second-largest KiwiSaver provider and a specialist wealth manager, it manages over $25 billion in assets for more than 500,000 clients. The firm is recognized for its active management approach, focusing on high-quality companies with sustainable growth potential and robust corporate governance across New Zealand, Australian, and international markets. Over its 25-year history, Fisher Funds has evolved from a founder-led boutique into a major institutional player while maintaining a core focus on delivering exceptional client outcomes through disciplined, conviction-led investing.
Simulated Performance
| Metric | Value |
|---|---|
| Total return | +4.5% |
| YTD return | -1.5% |
| Sharpe ratio | 1.31 |
| Win rate | 46% |
| AUM | $1.8B |
| Inception | Oct 1, 2025 |
| Updated | Sep 11, 2026 |
Institution Status
| Field | Value |
|---|---|
| AUM | $1.8B |
| Turnover | Low (<15%) |
| Avg holding | 18 Months |
| Inception | Oct 1, 2025 |
| Website | https://fisherfunds.co.nz |
Current Holdings
Updated on Sep 11, 2026.
| Ticker | Name | Portfolio % | Return |
|---|---|---|---|
| MSFT | Microsoft Corporation | 15.9% | +6.4% |
| NVDA | NVIDIA Corporation | 9.9% | +11.1% |
| AMZN | Amazon.com Inc | 8.7% | +13.0% |
| GOOGL | Alphabet Inc Class A | 8.4% | +30.4% |
| MA | Mastercard Inc | 5.7% | +1.8% |
| META | Meta Platforms Inc. | 5.7% | -5.5% |
| AAPL | Apple Inc | 5.6% | +20.8% |
| DXCM | DexCom Inc | 4.2% | +21.4% |
| MELI | MercadoLibre Inc. | 3.9% | +3.5% |
| DHR | Danaher Corporation | 3.5% | -4.3% |
| AVGO | Broadcom Inc | 3.3% | +5.7% |
| NFLX | Netflix Inc | 3.1% | -15.4% |
| FND | Floor & Decor Holdings Inc | 3.1% | -9.7% |
| JPM | JPMorgan Chase & Co | 3.0% | +5.6% |
| UBER | Uber Technologies Inc | 3.0% | -3.3% |
| AJG | Arthur J Gallagher & Co | 2.7% | -10.2% |
| MSCI | MSCI Inc | 2.6% | -7.5% |
| NEE | Nextera Energy Inc | 2.6% | -7.1% |
| BSX | Boston Scientific Corp | 2.6% | -4.0% |
| WMB | Williams Companies Inc | 2.5% | +2.7% |
Recent activity
| Date | Action | Ticker | Weight |
|---|---|---|---|
| Aug 31, 2026 | BUY | UBER | 2.9% → 3.0% |
| Aug 31, 2026 | BUY | AMZN | 8.7% → 8.7% |
| Aug 31, 2026 | BUY | GOOGL | 8.5% → 8.4% |
| Aug 31, 2026 | SELL | WMB | 2.6% → 2.5% |
| Aug 31, 2026 | SELL | ASML | 2.6% → 0.0% |
Investment Style Analysis
Fisher Funds Management Limited is widely recognized for employing a Growth strategy. As of Sep 11, 2026, the firm oversees approximately $1.8B in assets under management (AUM). The portfolio demonstrates a clear preference for the Software - Infrastructure and Internet Content & Information sectors, reflecting a high-conviction approach to capital allocation.
Recent Market Moves
During the latest rebalancing period ending Aug 31, Fisher Funds Management Limited made a significant move by increasing exposure to UBER. This adjustment aligns with the fund's dynamic approach to risk management and capital deployment in current market conditions.
Investment Philosophy
Fisher Funds follows a 'Smart Active Investment Management' philosophy centered on identifying quality companies with sustainable business models, a history of profit growth, and strong leadership. The firm prioritizes long-term investment horizons over short-term speculation, specifically seeking businesses with a long runway for earnings growth and clear competitive advantages. Their strategy involves rigorous fundamental research to distinguish between price and value, allowing them to pick 'winners' and avoid 'losers' while diversifying across sectors and geographies. This active approach aims to achieve outperformance by focusing on predictable growth factors rather than macroeconomic indicators like exchange rates or central bank policies.
Disclaimer
The content provided on this page, including the simulated portfolio performance, holdings analysis, and AI-generated insights, is for informational and educational purposes only. It does not constitute financial advice, investment recommendations, or an offer to buy or sell any securities. All data is derived from historical SEC 13F filings and other public disclosures, which have a reporting lag. The "Simulated Performance" is a hypothetical reconstruction based on past disclosures and does not represent the actual returns of the institution. Past performance is not indicative of future results. Tritonix.ai is not affiliated with Fisher Funds Management Limited.
Similar Investment Style
Based on Growth.
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Frequently asked questions
How is the simulated portfolio for Fisher Funds Management Limited constructed?
This simulation is powered by Tritonix AI using official SEC filings. We focus on the "Best Ideas" by filtering for only the Top 20 largest holdings and rebalancing them to 100%. The simulation tracks performance starting from Oct 1, 2025. Our AI monitors for updates every Monday to capture major shifts. This concentrated approach highlights the manager's true stock-picking skill and mirrors their actual investment returns.
What is Fisher Funds Management Limited's largest holding?
As of the latest filing, Fisher Funds Management Limited's top position is Microsoft Corporation (MSFT), representing 15.9% of the portfolio. This reflects a high-conviction bet by the institution.
What is Fisher Funds Management Limited's historical performance and risk profile?
Our simulation indicates a total return of +4.5% with a win rate of 46%. Notably, the portfolio maintains a Sharpe Ratio of 1.31, suggesting an strong level of risk-adjusted returns compared to the broader market.
What sectors does Fisher Funds Management Limited primarily invest in?
Fisher Funds Management Limited has a strong preference for the Software - Infrastructure sector, which makes up 15.9% of their disclosed assets. The portfolio also has exposure to Internet Content & Information, indicating a specific thematic focus.
Is Fisher Funds Management Limited's portfolio concentrated or diversified?
Fisher Funds Management Limited runs a moderately concentrated portfolio with 20 disclosed positions. The top 3 holdings alone account for 34.6% of the total portfolio weight, suggesting a strategy that favors broader market exposure.
How has Fisher Funds Management Limited performed in 2026?
Our AI-simulated model portfolio for Fisher Funds Management Limited tracks a Year-to-Date (YTD) return of -1.5%. This metric helps investors gauge the institution's effectiveness in the current market environment.
Does Simon Power manage Fisher Funds Management Limited directly?
Yes, Simon Power serves as the key portfolio manager for Fisher Funds Management Limited, overseeing the investment strategy and final capital allocation decisions.