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 2021 can be downloaded from the links below. These are CSV files and were uploaded to the Disclose Register in May 2021.
- New Zealand Equities Fund
- Australian Equities Fund
- Listed Property Fund
- Global Equities Fund
- New Zealand Fixed Interest Fund
- Balanced Fund
- Income Fund
- Growth Fund
The latest top 10 investments for each fund can be viewed on each of the Investment Funds pages.
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.