Fisher Funds GlidePath Age 50 - Mindful Money
Past Returns: *3.88%
Bp P.L.C. 0.11%
Cms Energy Corporation 0.11%
American Electric Power Company, Inc. 0.05%
Xcel Energy Inc. 0.04%
Delegat Group Limited 0.39%
Anheuser-Busch Inbev Worldwide, Inc. 5.875% 15-Jun-2035 0.06%
Rio Tinto Limited 0.23%
Nestle S.A. 0.18%
Rio Tinto Plc 0.12%
Nestle S.A. 0.180%
Johnson & Johnson 0.150%
Procter & Gamble Company 0.110%
Danone Sa 0.050%
Three-year average return *3.88%
Market index past year return -1.47%
Past year return net charges and tax -0.66%
Past year return net of charges gross of tax -0.57%
Market index return since fund started 4.92%
Return since fund started net 3.49%
Currently: Senior Portfolio Manager, International Equities (3 years, 11 months)
Currently: Head of Direct Property (11 years, 10 months)
Currently: Senior Portfolio Manager, Fixed Interest (9 years, 0 months)
Currently: Chief Investment Officer (2 years, 8 months)
Currently: Chief Investment Strategist (2 years, 8 months)
Currently: Senior Portfolio Manager, NZ Equities (3 years, 1 months)
2020 -3.47% -0.66%
Cash and Cash Equivalents 7.0% 12.23%
New Zealand Fixed Interest 8.0% 14.85%
International Fixed Interest 12.0% 8.07%
Australasian Equities 26.0% 26.14%
International Equities 38.0% 32.78%
Listed Properties 4.5% 0.58%
Unlisted Properties 4.5% 5.35%
Fisher Funds GlidePath Age 50 - Mindful Money
Past Returns: *3.88%
Bp P.L.C. 0.11%
Cms Energy Corporation 0.11%
American Electric Power Company, Inc. 0.05%
Xcel Energy Inc. 0.04%
Delegat Group Limited 0.39%
Anheuser-Busch Inbev Worldwide, Inc. 5.875% 15-Jun-2035 0.06%
Rio Tinto Limited 0.23%
Nestle S.A. 0.18%
Rio Tinto Plc 0.12%
Nestle S.A. 0.180%
Johnson & Johnson 0.150%
Procter & Gamble Company 0.110%
Danone Sa 0.050%
Three-year average return *3.88%
Market index past year return -1.47%
Past year return net charges and tax -0.66%
Past year return net of charges gross of tax -0.57%
Market index return since fund started 4.92%
Return since fund started net 3
.49%
Currently: Senior Portfolio Manager, International Equities (3 years, 11 months)
Currently: Head of Direct Property (11 years, 10 months)
Currently: Senior Portfolio Manager, Fixed Interest (9 years, 0 months)
Currently: Chief Investment Officer (2 years, 8 months)
Currently: Chief Investment Strategist (2 years, 8 months)
Currently: Senior Portfolio Manager, NZ Equities (3 years, 1 months)
2020 -3.47% -0.66%
Cash and Cash Equivalents 7.0% 12.23%
New Zealand Fixed Interest 8.0% 14.85%
International Fixed Interest 12.0% 8.07%
Australasian Equities 26.0% 26.14%
International Equities 38.0% 32.78%
Listed Properties 4.5% 0.58%
Unlisted Properties 4.5% 5.35%