Forsyth Barr Funds
Powering Tempo and Navigator
Forsyth Barr Funds are a registered managed investment scheme issued by Forsyth Barr Investment Management Limited.
With Tempo, you invest in the Forsyth Barr Funds when you create a goal and make any deposit into that goal. If you are using an advice goal, Tempo recommends what mix of funds to invest into from the outset and throughout your goal journey.
In Navigator, your Adviser and Forsyth Barr manage a diversified portfolio for you, composed of the Forsyth Barr Funds. This is based on a comprehensive understanding of your financial situation and goals.
For further information on either of these services, please contact your Investment Adviser or visit Tempo.
Updated PDS
Forsyth Barr Funds has lodged a new Product Disclosure Statement (PDS), dated 8 September 2025, with the New Zealand Companies Office.
This is now available on the disclose register or at the link below.
Buy/sell spreads
The maximum spreads that are currently applied in relation to the Forsyth Barr Funds are set out in the table below. The applicable spread may be less than the maximum stated amount and we may also choose to apply no spread.
|
Fund |
Buy spread |
Sell spread |
|
Cash Fund |
0.00% |
0.00% |
|
Bond Fund |
0.00% |
0.00% |
|
NZ Companies Fund |
0.00% |
0.00% |
|
AUS Companies Fund |
0.00% |
0.00% |
|
Property Fund |
0.00% |
0.00% |
|
Global Quality Fund |
0.15% |
0.15% |
|
Global Value Fund |
0.35% |
0.30% |
|
Global Growth Fund |
0.07% |
0.07% |
|
Global Sustainability Fund |
0.30% |
0.30% |
|
Climate Change Fund |
0.40% |
0.40% |
|
Tech Fund |
0.00% |
0.00% |
|
Healthcare Fund |
0.00% |
0.00% |
|
Gold Fund |
0.00% |
0.00% |
Documents and Disclosures
Quarterly Fund Updates