Investment funds (managed funds)
Forsyth Barr Investment Funds provide professional management of your funds. Whether you are just starting to save, or you are an experienced investor, these Funds provide you with diversification, flexibility and choice across nine investment sectors.
Call us on 0800 367 227 to get started
To start investing please contact us or download the Investment Statement and Application Form. Send us your completed form and we will activate your investment.
Application Form 162KBForsyth Barr investment funds at a glance
- Quality portfolios of equities, property and fixed interest securities
- Access to a socially responsible investment option
- Research-driven investment decisions
- Active management by a professional fund manager
- PIE compliant funds providing tax advantages to investors relative to direct investing
- Options for you to invest lump sums or make regular contributions
- Quick and convenient access to your investment if your circumstances change
- The ability to set up regular withdrawals for those wanting cashflow
- The assurance of an independent Trustee
Investment Fund selection
Forsyth Barr offers nine investment funds:
- New Zealand Equities Fund
- Australian Equities Fund
- Trans-Tasman Equities Fund
- Global Equities Fund
- NZ Fixed Interest Fund
- Local Authority Fund
- Premium Yield Fund
- Listed Property Fund
- Socially Responsible Investment Fund
Our investment style
We invest in quality securities irrespective of their size in applicable indices and rather than replicating a stock index. It’s a style of investing that most people favour. We believe funds that are overly rigid or constrained in the way they invest do not serve investors well.
Our emphasis on active investment selection is underpinned by an investment philosophy that demands a well-researched and disciplined approach, clearly defined investment objectives and a robust fund structure.
Tax benefits
Our funds are Portfolio Investment Entity (PIE) compliant so the capital gains you make on investments in New Zealand shares and most Australian shares will not be taxable to the Fund, or to you. This applies irrespective of the level of trading undertaken in those Funds.
In addition, you choose the marginal tax rate applicable to your circumstances, but with the maximum tax rate paid on income received by the Funds set at the highest tax rate of 28%. No other tax is payable by you on PIE income. This presents tax advantages to you if you are on a higher marginal tax rates.
Prospectus
A prospectus for the Forsyth Barr Investment Funds, dated 23 September 2011, was registered with the Registrar of Financial Service Providers on 23 September 2011. A copy of this prospectus can be obtained by viewing the Company’s file using the ‘search other registers’ function on the Companies Office website at www.business.govt.nz/companies, at any of our offices, or by calling us on 0800 367 227. You can also receive a copy of the Forsyth Barr Investment Funds Investment Statement by calling this number.