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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 allows investors greater diversity and flexibility than individual direct investments.

We follow a disciplined approach with clearly defined investment objectives. Operating  within a strong compliance culture, we invest in responsible securities that provide you with more medium to long-term returns.

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.