Fisher Funds Plan Balanced

BalancedBalanced

5yr Return

5.4%

3yr Return

10.5%

1yr Return

5.6%

3m Return

0.80%

Total Fee

1.10%

Fund Size

$2.5B

Asset Allocation

Asset allocation data not available

Historical Returns

3 Month

0.80%

1 Year

5.6%

3 Year

10.5%

annualised

5 Year

5.4%

annualised

10 Year

6.5%

Since Inception

—%

annualised

Fees

Management Fee—%

Admin Fee—

Total Annual Fee1.10%

Category Rankings

Ranked within Balanced funds

3 Month#30

1 Year#32

3 Year#24

5 Year#13

10 Year#14

Risk Level

4/ 7

Medium

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