Forsyth Barr Listed Property Fund
Some information about this Fund is set out below.
The Product Disclosure Statement includes detailed information about this Fund and the Forsyth Barr Investment Funds scheme.
For more detailed information about the investment policies and objectives for the Fund, please view the SIPO.
For the most recent information about this Fund, read the latest Fund Update.
Information as at 22 July 2019
Fund objective and strategy
The fund aims to achieve positive long-term returns by investing in selected listed property vehicles, subject to the risks associated with investments in listed property assets.
We may invest directly into these assets, or into other managed investment schemes that do so.
These kinds of investments will typically have moderate to high levels of movement up and down in value. They can be suitable for someone who wants to invest in listed property vehicles and is comfortable with that level of movement, with a view to achieving improved longer-term returns.
The risk indicator is rated from 1 (low) to 7 (high). The rating reflects how much the value of the relevant fund’s assets goes up and down (volatility). A higher risk generally means higher potential returns over time, but more ups and down along the way. See section 4 of the PDS ‘What are the risks of investing?’ for more information.
Target investment mix
We aim to invest in...
Cash and cash equivalents 5%
New Zealand fixed interest 0%
International fixed interest 0%
Australasian equities 20%
International equities 5%
Listed property 70%
Minimum suggested investment timeframe
Investors should regard this as a medium to long-term investment of at least five years.
There is no benchmark for the Fund.
The Fund will be priced in New Zealand dollars. All applications and redemptions will be in New Zealand dollars. The Fund is permitted to hedge its Australian dollar exposure. Any currency hedging is at our discretion.
Daily. Your Investment Adviser can provide you with details of the latest unit price for the Fund.