• the Funds seek to maximise returns from investing in quality portfolios of equities, property and interest rate securities research-driven investment decisions
• active management of your investment by a professional fund manager selected by the Manager
• PIE regime compliant Funds providing significant tax advantages to investors relative to direct individual investing
• the ability to invest lump sums or make regular contributions
• quick and convenient access to your investment if your circumstances change, subject to prevailing market conditions
• standing redemptions for investors seeking regular cashflows
• the assurance of an independent Trustee

Investment Style
We believe many funds serve their investors poorly, rigidly adhering to constrained investing based around an index.

Forsyth Barr Investment Funds will invest in quality securities irrespective of their size in applicable indices. This approach best replicates the style of investing favoured by most individuals.

Investment Philosophy
This emphasis on active investment selection is underpinned by our investment philosophy, which demands a well-researched and disciplined investment approach, consistent application of investment policies, clearly defined investment objectives and a robust fund structure.

Benefits of Portfolio Investment Entity (PIE) Regime
Being PIE regime compliant Funds, the capital gains made on investments in New Zealand shares and most Australian shares will not be taxable to the Fund (or the investor), irrespective of the level of trading undertaken.

In addition, investors choose the marginal tax rate applicable to their circumstances, but with the maximum tax rate paid on income received by the Funds set at the corporate tax rate of 30%. No other tax is payable by individual Fund investors on PIE income. This presents significant tax advantages to investors on higher marginal tax rates.

Learn more about the PIE regime: Your Guide to the Portfolio Investment Entity (PIE) Regime 


Simplicity and Flexibility
Forsyth Barr Investment Funds provide investors with the flexibility to invest lump sums or organise a regular savings plan, with low minimum deposits enabling you to achieve a diversified investment portfolio.

We recognise that circumstances can change rapidly and quick and convenient access to your investment may be required. Investors can generally access all or part of their investment simply by providing the Manager with a withdrawal notice.

Our Credentials
Forsyth Barr is one of the best known, most trusted and highly respected names in the New Zealand financial services industry. With a history spanning over 70 years, we have a long history of managing funds designed to assist investors achieve the best mix of investments for their lifestyle today...and tomorrow.

Our experienced and qualified investment managers access the wider capabilities and connections of Forsyth Barr. This includes utilising the research and analysis from our highly regarded research team and international affiliates.

For further details regarding our investment track record and the credentials of the individual fund managers, please ask your Investment Advisor.

The independent Trustee, Perpetual Trust Limited, has responsibility for monitoring our management and administration of the Funds covered in this Investment Statement.

 
Contact Us
To find out how you can earn competitive returns on your investments, please contact us toll free on 0800 Forbar (0800 367 227).

Objectives, Strategies and Authorised Investments
Investment Statement
Take the Next Step – find out more or apply now

Disclosure Statements for Forsyth Barr Limited and its Investment Advisors are available on request and free of charge.

A copy of the Forsyth Barr Investment Funds Investment Statement and Prospectus is available by calling 0800 Forbar (0800 367 227).