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Our investment approach

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

Utilising our range of Investment Funds generally allows investors greater diversity and flexibility than individual direct investments.

We follow a disciplined approach with clearly defined investment objectives. Operating with a strong compliance culture, we do take into account responsible investment.

Selection criteria include earnings prospects, risk level, qualitative analysis of business strengths and weaknesses, and relative value against similar investments or other opportunities.

In developing the investment policies and procedures of the funds, we prioritise responsible investment, environmental, social and governance considerations.

Regular reviews of Forsyth Barr Investment Funds against macro-economic, political, sectoral and regional considerations keep them at optimal performance.

 

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.