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Portfolio Holdings

Full portfolio holdings for the Forsyth Barr Investment Funds are submitted and uploaded to the Disclose Register every six months. For ease of access, we replicate this information below.

The full portfolio holdings for the Forsyth Barr Investment Funds as at 31 March 2020 can be downloaded from the links below. These are CSV files and were uploaded to the Disclose Register in May 2020. 

The latest top 10 investments for each fund can be viewed on each of the Investment Funds pages.