The Fisher Funds story
Fisher Funds was founded in New Zealand in 1998 by Carmel Fisher and is owned today by Toi Foundation, a Taranaki community trust (about 66%), and TA Associates of the US (about 34%). It is one of 9 Financial Services brands in this year's ranking, where it places #5.
Why people trust Fisher Funds
It has operated for over 25 years, is majority owned by a New Zealand community trust and lists Reader's Digest Most Trusted Brand for KiwiSaver from 2021 to 2025 among its awards.
The watch-out
It does not publish how many clients join direct and how many come through banks and advisers, and US private equity firm TA Associates holds about 34% of it.
Why Fisher Funds ranks #50
Consumer Trust & Sentiment, scored 80 out of 100.
Brand Recall, scored 72 out of 100.
The WCRC D2C Trust Score gives 80% of the weight to Consumer Trust, Brand Recall, Positioning and Brand Love. Fisher Funds scores 76.78 overall.
Pillar profile
Versus its nearest rivals
Questions people ask
What rank is Fisher Funds in WCRC's Australia & New Zealand's Most Trusted D2C Brands 2026?
Fisher Funds ranks #50 of 100 in WCRC's Australia & New Zealand's Most Trusted D2C Brands 2026, with a WCRC D2C Trust Score of 76.78 out of 100.
Why is Fisher Funds trusted?
It has operated for over 25 years, is majority owned by a New Zealand community trust and lists Reader's Digest Most Trusted Brand for KiwiSaver from 2021 to 2025 among its awards.
What is Fisher Funds's revenue?
NZ$228.6M fee income (FY2026, year ended Mar 2026), as per company filings.
Who owns Fisher Funds?
Fisher Funds is owned by Toi Foundation, a Taranaki community trust (about 66%), and TA Associates of the US (about 34%). It was founded in 1998 in New Zealand and is based in Auckland, New Zealand.
What is Fisher Funds's biggest challenge?
It does not publish how many clients join direct and how many come through banks and advisers, and US private equity firm TA Associates holds about 34% of it.
Key facts
| Brand | Fisher Funds |
|---|---|
| Company / owner | Toi Foundation, a Taranaki community trust (about 66%), and TA Associates of the US (about 34%) |
| Headquarters | Auckland, New Zealand |
| Founded | 1998 |
| Founder(s) | Carmel Fisher |
| Latest revenue | NZ$228.6M fee income (FY2026, year ended Mar 2026), as per company filings |
| Sector | Financial Services |
| Country of origin | New Zealand |
Sources
- Financial accounts lodged with the regulator (ASIC or the New Zealand Companies Office) or published by the company
- Company website, official announcements and press releases
- Published interviews and statements by the founders and leadership
- WCRC Business Intelligence Unit research: consumer ratings and reviews, complaint records, search demand and social data