Fisher Funds ramps up PE investment in KiwiSaver funds
The country’s largest independent KiwiSaver fund manager has earmarked $1 billion for investments in private equity in the medium term.
Fiona Rotherham
Fri, 06 Jun 2025
Key points
- What's at stake: Fisher Funds is planning to invest $1 billion of its KiwiSaver capital over the next three to five years into private equity assets, moving to 10% of its portfolio by 2030. The aim is to boost KiwiSaver returns long-term by 0.5%.
- Background: As the KiwiSaver pot grows, fund managers need to diversify. Globally, super funds have invested around 20% of funds under management into private capital assets.
- Key players: Fisher Funds, private equity fund managers, Direct Capital, Pioneer Capital, Movac, Lodestone Energy.
Fisher Funds is adding private equity investments to four of its KiwiSaver schemes with the aim of increasing long-term returns by an extra 0.5%.
The firm, which is the country’s third-largest KiwiSaver fund manager and largest independent one, plans to invest more than $1 billion over the next
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Fiona Rotherham
Fri, 06 Jun 2025
Contact the Writer: fiona@nbr.co.nz
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Key points
- What's at stake: Fisher Funds is planning to invest $1 billion of its KiwiSaver capital over the next three to five years into private equity assets, moving to 10% of its portfolio by 2030. The aim is to boost KiwiSaver returns long-term by 0.5%.
- Background: As the KiwiSaver pot grows, fund managers need to diversify. Globally, super funds have invested around 20% of funds under management into private capital assets.
- Key players: Fisher Funds, private equity fund managers, Direct Capital, Pioneer Capital, Movac, Lodestone Energy.
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Fisher Funds ramps up PE investment in KiwiSaver funds
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