Forsyth Barr New Zealand Equities Fund

Some information about this Fund is set out below. Please see the Product Disclosure Statement for more information. For more detailed information about the investment policies and objectives for the Fund, please see the SIPO.

View the latest Fund Update here.

Brief description of fund and investment objective

The Forsyth Barr New Zealand Equities Fund aims to achieve positive long-term returns by investing in selected New Zealand shares, subject to the risks associated with investments in share markets.

Risk indicator

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            85%
                International equities            0%
                Listed property                    10%

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.

Unit pricing

Daily. Your Investment Adviser can provide you with details of the latest unit price for the Fund.


Annual fund charges are currently 1.30% of the net asset value of the fund (estimated), made up of our management fee (1.25%) and other annual fund charges (0.05%, estimated).

All fees and charges are quoted exclusive of GST.


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