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New fund options

We believe that access to an actively managed and well-researched Investment Fund can play an important role in helping many investors reach their financial goals.

We are pleased to offer three new funds; Forsyth Barr Income Fund, Forsyth Barr Balanced Fund and Forsyth Barr Growth Fund. These multi-asset class funds provide diversification and flexibility for investors.  

  • Multi-asset class funds make it simple for you, with each fund designed for a different investment approach, you choose the fund that matches your investment objective.

  • Each fund gives you access to a portfolio of investments selected by our team of investment professionals who actively monitor and manage the investments.

  • You can make a lump sum investment at any time or establish a regular contribution plan.

  • You can switch your investments between different funds at any time.

  • You can apply to withdraw your money from the funds at any time.

 

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 contact any of our offices or your Forsyth Barr Investment Adviser for a printed copy.