Investment Funds
Documents for the Investment funds (managed funds) service are listed below. If you can't find the document you are looking for please contact your Investment Adviser or call us on 0800 367 227.
Overview Documents
- Investment Funds Product Disclosure Statement - detailed information on the Forsyth Barr Investment Funds. Please see below under Forms section for PDS (including Application Form) for Companies, Incorporated Societies, Incorporated Charitable Trusts, Partnerships, or Unincorporated Associations; also below for Trusts & Estates.
- Your Guide to the Portfolio Investment Entity (PIE) Regime - whether you are an experienced investor, or just starting out, investing in a PIE may provide you with tax advantages
- Advantages of PIE - outlines the advantages of Portfolio Investment Entities
- PIR Flow Diagram - illustrates how to work our your Prescribed Investor Rate (PIR)
Annual Report
Financial Statements
Performance information
The following documents provide performance summaries for each of our investment funds:
- New Zealand Equities Fund
- Australian Equities Fund
- Global Equities Fund
- NZ Fixed Interest Fund
- Premium Yield Fund
- Listed Property Fund
- Performance Summaries - combined file
Forsyth Barr Investment Funds Forms
- Product Disclosure Statement and Application Form - Individual or Joint
- Product Disclosure Statement and Application Form - Company, Incorporated Society, Incorporated Charitable Trust, Partnership, or Unincorporated Association
- Authorised Company details
- Product Disclosure Statement and Application Form - Trusts and Estates
- Regular Contribution Authority
- Regular Contribution Cancellation Form
- Direct Debit Form
- Withdrawal Form
- Additional Deposit Form
- PIR Form
- Switch Form