Resources

Find answers to commonly asked questions about the sale of Aon KiwiSaver Scheme to Fisher Funds.

Fisher Funds Frequently Asked Questions

We’ve put together some questions and answers about the sale of Aon KiwiSaver Scheme.  You can also contact our helpdesk with any other questions you have.

Who are Fisher Funds?
Do I need to do anything?
Do I have to talk with different people now?
Can I still log in and view my account online?
Am I still invested in the same fund?
Will my fees stay the same?
Will Fisher Funds assume the investment management of the funds at some stage?
How does Fisher Funds’ investment performance compare to the fund I’m currently invested in?
How does Fisher Funds’ investment approach compare to the Milford investment approach?
Can I transfer to a Fisher Funds KiwiSaver scheme now?
Will you be waiving the transfer fees to other providers?
I have QROPS money invested in the scheme – do I need to do anything?

Who are Fisher Funds?

Fisher Funds are a specialist active funds management business. They have been operating since 1998 and have been providing KiwiSaver solutions to New Zealanders since its inception in 2007.   Fisher Funds is the fourth largest retail fund manager and the largest non-bank KiwiSaver provider in New Zealand.

Fisher Funds has 250,000 clients and $14.5b of client funds that they manage. Importantly, 64% of Fisher Funds ownership is by a New Zealand community foundation, Toi Foundation, who invest profits back into the community. The balance is owned by TA Associates, the same company that is a majority owner of Russell Investments.  

Like Aon, Fisher Funds have been recognised for their award-winning investment performance and client service.
  
You can find out more about Fisher Funds at fisherfunds.co.nz, or if you’d like to speak with one of the team you can contact us at aon@fisherfunds.co.nz.

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Do I need to do anything?

No, you don’t.  At the moment there is no change to Aon KiwiSaver Scheme.
 
We will be continuing to provide the same level of service and can answer any questions you have about the Aon KiwiSaver Scheme.

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Do I have to talk with different people now?

No, our helpdesk team are still available to help with your queries and can be contacted in the usual way by emailing aonkiwisaver@linkmarketservices.com or calling 0800 266 463. 

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Can I still log in and view my account online?

Yes, you can still log in to your account in the usual way at aonkiwisaver.co.nz/login. Remember, if you’re accessing your account for the first time you’ll need to register using your member number.  If you’re not sure of your member number you can contact our helpdesk at aonkiwisaver@linkmarketservices.com.

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Am I still invested in the same fund?

Yes, your investment fund hasn’t changed, you are still invested in the same fund or funds you have chosen.  We will keep you up to date with any future changes.

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Will my fees stay the same?

Currently there is no change to the fees outlined in our product disclosure statement dated 1 December 2021. 
 
Fisher Funds will be undertaking a review of Aon KiwiSaver Scheme’s fees in the next few months. It is likely that the fees will reduce in 2022

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Will Fisher Funds assume the investment management of the funds at some stage?

Yes, it is the intention that Fisher Funds will assume the investment management at a future time. There is no date currently planned for this to happen.  We will be communicating any changes well in advance.

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How does Fisher Funds’ investment performance compare to the fund I’m currently invested in?

Operating since 1998, Fisher Funds has an amazing in-house investment team who take an active management approach to your investments and have an impressive history of delivering strong performance for clients.
 
Fisher Funds rates well against competitors over various timeframes. It’s important to remember that performance can vary between any investment manager in the short term.  Taking a longer view is important when thinking about your retirement savings.

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How does Fisher Funds’ investment approach compare to the Milford investment approach?

Like Milford, Fisher Funds is a specialist active New Zealand fund manager. Their fund management team are all based in New Zealand and have been independently recognised for their expertise. You can find out more on fisherfunds.co.nz, or email us at aon@fisherfunds.co.nz if you'd like to speak with one of the team about their investment philosophy.

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Can I transfer to a Fisher Funds KiwiSaver scheme now?

Yes you can.  You can find out more about Fisher Funds’ KiwiSaver schemes on their website fisherfunds.co.nz.

If you’d like some help transferring you can email or call Fisher Funds on 0508 347 437.

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Will you be waiving the transfer fee to other providers?

The transfer fee is a standard part of the Aon KiwiSaver Scheme. 

Fisher Funds do not charge a transfer fee in their KiwiSaver schemes. Fisher Funds will be undertaking a review of Aon KiwiSaver Scheme’s fees in the next few months.  It is likely that the fees will reduce in 2022.

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I have QROPS money invested in the scheme – do I need to do anything?

We are aware of the constraints on our QROPS clients.  We will be working with the necessary authorities to understand how the transition will impact our QROPS clients.

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Get in touch
Aon KiwiSaver Scheme
Administration 0800 266 463