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Fisher Kiwisaver Fees

Fisher Kiwisaver Fees. We’re not the cheapest provider but it’s important to view these in the context of returns after fees and in the context of value for money; Fees can have a big impact on your nest egg, especially in the long run, so it pays to keep a close eye on how they add up.

Fisher Funds KiwiSaver Performance December 2021
Fisher Funds KiwiSaver Performance December 2021 from www.nationalcapital.co.nz

Fisher funds kiwisaver fees fisher funds charges their members annual account fees as well as a fund charge. Your kiwisaver money is invested by a professional fund manager, so there are always fees to pay. It assumes a static balance during the year, and is calculated on a per annum basis.

Fees Can Have A Big Impact On Your Nest Egg, Especially In The Long Run, So It Pays To Keep A Close Eye On How They Add Up.


The return* that must be achieved before a performance fee begins to apply. How we help you make the most of kiwisaver. A general administration account fee of $3 per month per member ($36 a year) is deducted from your kiwisaver account at the end of each month.

Kiwisaver Fees Explained The Following Information Is Designed To Help You Understand The Fees And Charges You Pay For Your Kiwisaver Account.


Management fees 0.63% 0.63% 0.63% 0.63% 0.63% 0.63% $30.00 bcf $32.40 bcf kiwisaver manageme5t fees 1.15% $ 2.00 fisher funds two equity growth balanced conservative cash enhanced preservation management 1.17% 1.05% 0.95% 0.92% 0.52% 0.62% $23.40 manageme nt see pds for fees kiwiwrap $0.00 select from: This pays for your account set up and. The above sets out a comparison of fees only.

Personalised Kiwisaver Plans To Match Your Needs And Risk Tolerance.


If you are a fisher funds kiwisaver two member, you'll pay a $28.44 monthly membership fee. We’re not the cheapest provider but it’s important to view these in the context of returns after fees and in the context of value for money; Two types of charges apply:

Kiwisaver Fees Explained Two Types Of Charges Apply:


If you want to find out more about kiwisaver, or how to join or transfer your kiwisaver account to fisher funds then enter your details and a kiwisaver specialist will be in touch, or call us on 0508 347 437. Information about the methodology for calculating dollar cost of fees on annual kiwisaver scheme client statements Fisher funds charges a fixed annual management fee for its kiwisaver schemes based on your fund type, ranging from 0.85% to 0.95% per annum.

On A Growth Fund Of $24,200 The Annual Fees Would Be Approximately:


*the annual account fee reduced from $23.40 to $18.00 on 1 september 2021. Fees can have a big impact on your nest egg, especially in the long run, so it pays to keep a close eye on how they add up. Our fees are transparent and aligned to performance.

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