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.
Fund objective and strategy
The 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.
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 shares, and is comfortable with that level of movement, with a view to achieving improved longer-term returns.
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.
Benchmark
There is no benchmark for the Fund.
Currency
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.