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Investment Funds

Easy access to a hand-picked selection of investments

Enjoy the benefits of diversification and choice through our range of professionally managed, well-researched funds.

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At a glance

Investment options of single-asset class and multi-asset class funds
Active management by a professional fund manager
PIE compliant funds providing tax advantages to investors relative to direct investing
Set up regular withdrawals for cash flow
Options to invest lump sums or make regular contributions
Quick and convenient access to your investment if your circumstances change

Updated PDS

Forsyth Barr Investment Funds has lodged a new Product Disclosure Statement (PDS) on 29 September 2021 with the New Zealand Companies Office.

This is now available on the disclose register or on our website here.

Alternatively if you would like a hard copy posted to you please contact us.

Monthly Performance Flyer (1008 KB)

Our Investment Funds

Actively-managed funds focused on delivering specific objectives.

New Zealand Equities Fund

Aims to achieve positive long-term returns by investing in selected New Zealand shares.

Australian Equities Fund

Aims to achieve positive long-term returns by investing in selected Australian shares.

Listed Property Fund

Aims to achieve positive long-term returns by investing in selected listed property vehicles.

Global Equities Fund

Aims to achieve positive long-term returns by investing in selected international shares.

New Zealand Fixed Interest Fund

(Formerly the Forsyth Barr Premium Yield Fund)

Aims to achieve positive long-term returns by investing in selected New Zealand fixed interest assets.

Income Fund

Aims to pay distributions, while maintaining its capital value over the long-term by selecting exposure across asset classes.

Balanced Fund

Aims to achieve positive long-term returns by selecting exposure across asset classes.

Growth Fund

Aims to achieve positive long-term returns by selecting exposure across asset classes.

NZ Fixed Interest Fund

Aims to achieve positive long-term returns by investing in selected New Zealand fixed interest assets.

New Fund Options Our investment approach Tax Benefits Meet the investment team Buy / Sell Spreads Responsible Investment Investor Data Privacy Portfolio Holdings

Important resources

Product Disclosure Statement and Application Forms

Product Disclosure Statement and Application Form (Individual or Joint)

PDF (1.4 MB)

Product Disclosure Statement and Application Form (Trust and Estates)

PDF (2.2 MB)

Product Disclosure Statement and Application Forms (Company, Society-Inc, Charitable Trust, Partnership or Uninc Assn)

PDF (1.7 MB)

Other Material Information

Investment Funds Other Material Information

PDF (946 KB)

PIE information

Your guide to the Portfolio Investment Entity (PIE) regime

PDF (147 KB)

Advantages of PIE

PDF (149 KB)

PIR Flow Diagram

PDF (144 KB)

Annual Report and Financial Statement

Forsyth Barr Investment Funds Annual Report for the year ending 31 March 2021

PDF (870 KB)

Financial Statements for the year ending 31 March 2021

PDF (2 MB)

Governing documents

Statement of Investment Policies and Objectives (SIPO)

PDF (589 KB)

Master Trust Deed

PDF (511 KB)

Amending deed to Trust Deed

PDF (174 KB)

Establishment Deeds

PDF (167 KB)

Deed of Amendment to Establishment Deed

PDF (289 KB)

Consolidated Establishment Deed

PDF (245 KB)

FUND UPDATES

View the Fund Updates for Forsyth Barr Investment Funds

Forsyth Barr Investment Management Ltd is a licenced manager of registered schemes and part of the Forsyth Barr group of companies. View the Product Disclosure Statement for Forsyth Barr Investment Funds, or for a printed copy, contact any of our offices or call your Forsyth Barr Investment Adviser on 0800 367 227.

Get in touch

24 locations around New Zealand

Talk with one of our Investment Advisers. They will explain the benefits of each of our range of investment services, and help you decide which best meets your needs.

SPEAK TO AN ADVISER