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Investment Funds

Easy access to a hand-picked selection of investments

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

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At a glance

  • Create portfolios of equities, listed property, and fixed interest and other securities
  • 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

Our Investment Funds

Actively-managed funds focused on delivering specific objectives.

New Zealand Equities Fund

Aim for positive long-term returns by investing in a fund made up of carefully selected listed New Zealand companies.

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Australian Equities Fund

Aim for positive long-term returns by investing in a fund made up of carefully selected listed Australian companies.

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Listed Property Fund

Aim for positive long-term returns by investing in a fund that reflects the true market value of property.

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Global Equities Fund

Aim for positive long-term returns by investing in a fund made up of carefully selected Globally listed companies.

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Premium Yield Fund

Aim for higher returns than cash delivers by investing in a fund made up of New Zealand and Global fixed interest assets.

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NZ Fixed Interest Fund

Aim for higher returns than cash delivers by investing in a fund made up of fixed interest assets.

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Our investment approach Tax Benefits Meet the investment team Overview of Performance Responsible Investment Investor Data Privacy Portfolio Holdings

Important resources

FUND UPDATES

View the Fund Updates for Forsyth Barr Investment Funds

Get in touch

22 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