Fisher Funds Conservative Fund

miscellaneousModerate - Replicated

Focused on capital preservation with modest growth.

5yr Return

2.7%

3yr Return

7.1%

1yr Return

4.9%

3m Return

0.40%

Total Fee

0.93%

Fund Size

$1.3B

Asset Allocation

Equities

25%

Bonds

50%

Cash

20%

Other

5%

Historical Returns

3 Month

0.40%

1 Year

4.9%

3 Year

7.1%

annualised

5 Year

2.7%

annualised

10 Year

4.3%

Since Inception

—%

annualised

Fees

Management Fee0.89%

Admin Fee$36/yr

Total Annual Fee0.93%

Risk Level

4/ 7

Medium

Ready to invest?

Talk to a licensed adviser about this fund.