Browsing public site

Forsyth Barr NZ Fixed Interest Fund

The Forsyth Barr NZ Fixed interest Fund was closed to new applications on 11 December 2020 and dis-established on 26 January 2021, when the Forsyth Barr NZ Fixed Interest Fund was merged with the Forsyth Barr New Zealand Fixed Interest Fund. As at 26 January 2021, any investor’s investment in the Forsyth Barr NZ Fixed Interest Fund, after the deduction of PIE tax on PIE income attributed from the start of the tax year, was transferred across to an investment in the Forsyth Barr New Zealand Fixed Interest Fund.

Fund update

As at 31 December 2020

This document tells you how the Forsyth Barr New Zealand Fixed Interest Fund has performed and what fees were charged. The document will help you to compare the fund with other funds.