Yahoo! Finance
ycharts.com › separate_accounts › S:0P00003HL3
Fisher Global Total Return Performance & Stats
November 30, 2025 - 2022 · 2023 · 2024 · 2025 * Fisher Global Total Return · -10.98% 31.58% 26.10% 23.31% -25.56% 35.29% 23.08% 20.07% S&P 500 Total Return · -4.38% 31.49% 18.40% 28.71% -18.11% 26.29% 25.02% 17.81% Invesco Large Cap Core SMA · -- 0.00% 14.63% ...
GOV.UK
find-and-update.company-information.service.gov.uk › company › 03850593 › filing-history
FISHER INVESTMENTS EUROPE LIMITED filing history - Find and update company information - GOV.UK
FISHER INVESTMENTS EUROPE LIMITED - Free company information from Companies House including registered office address, filing history, accounts, annual return, officers, charges, business activity
Anyone using Fisher Investments and feel like it's worth it?
You should never hire an FA for performance. You should hire them for comprehensive planning (tax planning, distribution strategies, retirement income analysis, estate concerns, etc.). If they aren’t doing all of that for you, what are you paying for? Edit: to clarify, anyone down playing the value of an advisor is an idiot. Most people (including those here) should be paying an advisor. Just make sure you’re getting real value from it. More on reddit.com
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August 16, 2024Is Fisher really really being fiduciary responsible if they buy stock hold it beyond a 20%, 30%, 40% or even a 50% loss or even more?
So you think they should sell your stocks at the bottom? Have you discussed this with them? More on reddit.com
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February 16, 2023Videos
04:44
Fisher Investments’ Founder, Ken Fisher, Gives an Update on the ...
07:12
Fisher Investments’ Founder, Ken Fisher, Compares Market Parallels ...
06:12
Ken Fisher Provides His 2022 Stock Market Forecast - YouTube
10:57
Ken Fisher Talks Short-Term Market Swings, Natural Disasters, US ...
06:42
Do You Need Gold in Your Portfolio? - YouTube
05:52
Fisher Investments - The Near-Perfect Recession Indicator
OPERS
opers.org › investments › Defined-Contribution › profiles › Fisher-Investments-US-Total-Return.pdf pdf
FISHER INVESTMENTS US TOTAL RETURN
September 1, 1994 - Effective September 2022, an annual model fee, applied monthly, has been used to derive and re-state net of · fees returns for this composite back through this composite’s inception. The annual model fee used for this composite was 0.75% for calendar years ... 7. The dispersion of annual ...
Fisher Investments
fisherinvestments.com › home › insights
Three Lessons From a Three-Year-Old Bull Market | Insights | Fisher Investments
October 15, 2025 - US CPI, year-over-year change, and MSCI World Index returns with net dividends, January 2022 – August 2025. Lesson Three: Bull markets are pretty darn resilient. Liberation Day tariff announcements spooked investors earlier this year, driving ...
The Telegraph
telegraph.co.uk › money › fisher-investments-uk › power-of-compound-growth
Fisher Investments UK on the power of compounding
But in Fisher Investments UK’s view, understanding compound growth’s great power and learning how to harness it in practice are critical for successful long-term investing. To see compounding’s power, consider Exhibit 1. This hypothetical calculation presumes you saved €10,000 and invested it, earning a return of 8pc after one year – €800.
Citywire
fisherinvestmentsuk.citywire.co.uk › home › is the past prologue? fisher investments uk reviews market history
Is the Past Prologue? Fisher Investments UK Reviews Market History - Fisher Investments UK Talk
November 1, 2022 - Statement based on S&P 500 Index and MSCI World Index returns with net dividends in USD, 31/12/2021 – 30/6/2022. Currency fluctuations between the dollar and pound may result in higher or lower investment returns.
Financial Times
markets.ft.com › data › funds › uk › directory › f › fisher-investments
Fisher Investments - Funds Directory - FT.com - Markets data
The weights are: 100% three-year rating for 36- 59 months of total returns, 60% five-year rating/40% three-year rating for 60-119 months of total returns, and 50% 10-year rating/30% five-year rating/20% three-year rating for 120 or more months of total returns.
Fisherfunds
assets.fisherfunds.co.nz › global-fund-update-september-2022 pdf
Global Fund Update September 2022
We cannot provide a description for this page right now
MagnifyMoney
magnifymoney.com › home › fisher investments review
Fisher Investments Review 2022 - MagnifyMoney
September 25, 2023 - Fisher Investments is a discretionary investment firm that uses an active management style. Rather than selling broad portfolios that try to match an index like an S&P 500, the firm’s analysts closely study the market for opportunities to earn a higher return versus its benchmarks.
Yahoo! Finance
finance.yahoo.com › news › ken-fisher-portfolio-12-biggest-171551288.html
Ken Fisher Portfolio: 12 Biggest Positions
November 15, 2023 - Fisher's investment portfolio, it marked a small $4 billion drop over its Q2 2023 value of $180 billion. However, annually, the portfolio has grown by 32% over 2022's third quarter since back then Fisher Investment's investment portfolio was ...
Queen's University
queensu.ca › investmentservices › sites › iswww › files › uploaded_files › Reports › ESG 2025 › Fisher › Public Full Transparency Report - Fisher Investments.pdf pdf
Fisher Investments
December 15, 2023 - Q3 2022, this engagement initiative had a 22% overall success rate. For companies where FI was the leading investor, there success rate was 25%.
Reuters
reuters.com › plus › fisher-investments-patient-investing-matters-more
Fisher Investments: How Long You Invest Matters More Than When You Buy
Many occur during the early recovery from bear markets and corrections—early bounces that compound greatly as the new bull market unfolds. As Exhibit 1 shows, the more of these days you miss, the more it can hurt. While extreme, Fisher Investments thinks it shows the danger of locking in downside and missing upside returns. ... Source: FactSet, as of 6/7/2022.
Irish Independent
independent.ie › business › money › ken-fisher-turning-a-profit-with-gold-requires-great-market-timing-or-lots-of-luck › a1565756093.html
Ken Fisher: Turning a profit with gold requires great market timing – or lots of luck | Irish Independent
November 16, 2025 - Will it keep running? Up 5.2pc since November 6, gold’s returns nearly doubles those of stocks in the Eurozone and crushes other world indices.
Reddit
reddit.com › r/investing › anyone using fisher investments and feel like it's worth it?
r/investing on Reddit: Anyone using Fisher Investments and feel like it's worth it?
August 16, 2024 -
I've (52M) been talking with a Fisher rep for awhile, I've been through the analysis process, and they make a fairly compelling case that, net fees, they could improve my returns 4 to 5%.
I'm skeptical, but I'm also a "set it and forget" it investor, about 10% bonds, 50% VOO, 10% VTI/small cap, and the rest in target date funds.
My portfolio is a little unbalanced and spread over a bunch of accounts I've accumulated over the years. Overweight in some areas, underweight in others. I could consolidate and balance, but I hate to think I'm leaving money on the table with a mostly hands off approach. Hoping to semi-retire in 10 years.
Anyone using Fisher, or other similar firm, and feel it's worth the fees?
EDIT: Fisher fee is 1.25. Most of my ETFs are .03 to .1
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You should never hire an FA for performance. You should hire them for comprehensive planning (tax planning, distribution strategies, retirement income analysis, estate concerns, etc.). If they aren’t doing all of that for you, what are you paying for? Edit: to clarify, anyone down playing the value of an advisor is an idiot. Most people (including those here) should be paying an advisor. Just make sure you’re getting real value from it.
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So Fisher can beat the S&P 500 by 4-5% after fees? No way!
Fisher Investments
fisherinvestments.com › home › insights › personal wealth management › fisher investments reviews stock market lessons from 2024
Fisher Investments Reviews Stock Market Lessons from 2024 | Insights | Fisher Investments
January 2, 2025 - GFD used data from the Cowles Commission and from S&P itself to calculate total returns for the S&P Composite using the S&P Composite Price Index and dividend yields through 1970, official monthly numbers from 1971 to 1987 and official daily data from 1988 on. iiSource: govtrack.us, as of 11/26/2024. Bills enacted by congressional session, daily, 1/3/1973 – 11/26/2024. If you have a $1,000,000 portfolio, download the guide by best-selling author and money manager Ken Fisher’s firm.
Reuters
reuters.com › plus › no-bull-market-is-easy-fisher-investments
Fisher Investments: No Bull Market Is Easy
Yet overall, Fisher Investments’ research shows volatility was average. Last year, the S&P 500 rose or fell 1% only 55 days out of the year—a bit below the long-term average of 60. [ii] In our view, stocks did what they normally do during a bull market: They weighed fundamentals over the next 3–30 months. Through it all, global stocks returned an astounding 93.2% from the low through Valentine’s Day.
Hedge Fund Alpha
hedgefundalpha.com › home › stocks analysis › ken fisher portfolio revealed: his top stock holdings
Ken Fisher Portfolio Revealed: His Top Stock Holdings
March 25, 2024 - Take A Look At Fisher Investments’ Founder, Ken Fisher, Provides Investing Tips for New Investors: The average return for Fisher Investments since the last 13F filing is 6.34%.
Seeking Alpha
seekingalpha.com › home › latest articles
Tracking Ken Fisher’s Fisher Asset Management Portfolio – Q4 2022 Update | Seeking Alpha
February 6, 2023 - Fisher’s 13F portfolio value increased from ~$133B to ~$148B in Q4 2022. Click here to read a full update of the portfolio.
DFFE
dffe.gov.za
Home | Department of Forestry, Fisheries and the Environment
The legal mandate and core business of the Department of Forestry, Fisheries and the Environment (DFFE) are to manage, protect and conserve South Africa’s environment and natural resources.
PR Newswire
prnewswire.com › news-releases › fisher-investments-europe-wins-2022-camradata-iq-award-301554154.html
Fisher Investments Europe Wins 2022 CAMRADATA IQ Award
May 25, 2022 - LONDON, May 25, 2022 /PRNewswire/ ... investment data and analytics provider CAMRADATA with their 2022 CAMRADATA IQ Award. Specifically, CAMRADATA recognized Fisher Investments' Institutional Global Total Return Focused strategy in the Global Equity – Core All Cap (USD) ...