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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.

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

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.


 

 

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

23 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.