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.

Fees

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.

See section 5 of the PDS ‘What are the fees?’ for more information.

 

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