Statement of Investment Policies and Objectives

The Statement of Investment Policy and Objectives (SIPO) describes the investment policies and objectives of the Forsyth Barr Investment Funds.

We review the SIPO for the funds annually, and also if market conditions mean that we need to. Our review looks at the type of investments that can be made by the funds and any limits on those. We do not need to give you notice of any changes, but we will discuss them with the Supervisor.

You can find the latest SIPO below or at, and material changes to the SIPO made during each year will be described in the funds’ annual report.

Forsyth Barr Investment Funds Statement of Investment Policies and Objectives

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