Frequently Asked Questions

Fisher Investments Australia® is a trademark of Fisher Investments Australasia Pty Ltd, and is a privately held discretionary investment manager which provides services to wholesale clients in Australia. Fisher Investments Australia® is a wholly-owned subsidiary of Fisher Asset Management, LLC—a large privately held discretionary investment manager in the United States trading under the name Fisher Investments. Together, Fisher Investments and its subsidiaries, including Fisher Investments Australia®, manage over $261 billion (AUD)* in assets.

*As of 30/09/2021

Fisher Investments Australia® offers discretionary investment management services to wholesale clients in Australia who have at least $750,000 in investible assets. We provide a wide range of asset allocation strategies and outsource portfolio management to our parent company, Fisher Investments.

Fisher Investments is committed to continually developing new technologies to understand capital markets and has pioneered numerous financial innovations since its founding in 1979. At the core of Fisher Investments’ principles are the fundamental beliefs in capitalism, free capital markets, and that capital markets are relatively efficient discounters of all widely known information. To add value through active management, we believe one must identify information not widely known or interpret widely known information differently (and more accurately) than other market participants.

Fisher Investments Australia® charges a transparent ongoing management fee based on your portfolio’s size. Fisher Investments Australia® pays a portion of the ongoing management fee to Fisher Investments for the sub-management services it provides. We believe this fee structure aligns Fisher Investments Australia’s interests with yours. We do not operate on a commission basis and we aim to ensure that our fee schedule is competitive relative to other alternatives available to you.* If you have additional queries regarding the fee structure or if you would like additional information, please contact Fisher Investments Australia® and a member of our staff will be happy to help.

*Fisher Investments Australia® may receive soft dollar benefits.