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

Annual Report

Financial Statements

Performance information

The following documents provide performance summaries for each of our investment funds:

Forsyth Barr Investment Funds Forms


If you're new to investing or just have a question please call us: 0800 367 227