Forsyth Barr Income Fund
The fund was established on 11 December 2020, however applications were accepted from 18 December 2020.
The fund aims to pay distributions, while maintaining its capital value over the long-term by choosing exposure across asset classes. Investors can expect moderate to high levels of movement up and down in value and to receive longer-term returns that are generally higher than term deposit rates of domestic major banks and are lower than those of the Growth Fund.
AS AT 18 Jan 2021
General Fund Information
Potentially lower returns
Potentially higher returns
The risk indicator is rated from 1 (low) to 7 (high). The rating reflects how much the value of the relevant fund’s assets goes up and down (volatility). A higher risk generally means higher potential returns over time, but more ups and downs along the way. This fund started on 4/12/2020. As the fund has not been in existence for 5 years, we have used market index return data for the five year period to 30/09/2020. This means that the risk indicator may provide a less reliable indicator of the potential future volatility of the fund. See more information about the risks of investing in the Product Disclosure Statement.
Target investment mix (as at 18 December 2020)
|Cash and cash equivalents||5.00%|
|New Zealand fixed interest||20.00%|
|International fixed interest||20.00%|
The Forsyth Barr Income Fund aims to make regular distributions on quarterly basis in April, July, October and January. You can elect to have distributions re-invested in the fund or paid into your bank account. As the fund started on 11 December 2020, the first distribution will be April 2021. The fund will not pay a distribution prior to April 2021.
Forsyth Barr Investment Management is the manager of the Investment Funds. The comments on this webpage do not take your personal circumstances into account. Before acting on this information, please contact your Forsyth Barr Authorised Financial Adviser. His or her disclosure statement is available on request and free of charge. Forsyth Barr Limited and its affiliates do not make any representation or warranty (express or implied) that this webpage is accurate, complete, or current and to the maximum extent permitted by law disclaim any liability for loss which may be incurred by any person relying on this webpage. This webpage is not intended to be distributed or made available to any person in any jurisdiction where doing so would constitute a breach of any applicable laws or regulations.
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22 locations around New Zealand
To find out more about our Forsyth Barr Income Fund, speak to one of our expert Investment Advisers. They will help you determine the role an Investment Fund can play in helping you achieve your goals.