TOP TEAM
We
are delighted that Forsyth Barr Investment Management Ltd has been announced as
the Boutique Manager of the Year at the 2017 FundSource Awards. FundSource holds annual awards that recognise excellence in
the funds management industry.
The Forsyth Barr Investment Management team manage
both the Summer KiwiSaver scheme and the Forsyth Barr Investment Funds. FundSource’s
selection of Forsyth Barr Investment Management for this award was based on
both qualitative and quantitative criteria, including assessment of our funds
management abilities.
It also considered our
performance history against benchmark. They looked at the growth in funds we
manage and the fees that we charge our investors. In
addition, FundSource also considered our investment philosophy and process, our
approach to risk management and how we construct and implement our investment
portfolios.
This external recognition is testament to the
skills and capabilities of our investment management team and we are very proud
to be recognised as the Boutique Fund Manager of the Year. The award
recognises our active management capabilities and the processes and controls we
have in place to ensure that we always manage our investors’ money to the
highest standards.
Join the Summer KiwiSaver scheme | Invest in the Forsyth Barr
Investment Funds
Fund Manager of the Year Awards are announced by
FundSource, the investment strategy and research company. These awards should
not be read as a recommendation by FundSource. For further advice on the
relevance of this award to your personal situation consult your Authorised Financial
Adviser, or visit www.fundsource.co.nz.
The Forsyth Barr Investment Funds are managed by
Forsyth Barr Investment Management Ltd. Forsyth Barr Investment Management Ltd
is a licenced manager of registered schemes and part of the Forsyth Barr group
of companies. A copy of the product disclosure statement for the Forsyth Barr
Investment Funds is available here or from any of our
offices or by calling 0800 367 227.
The Summer KiwiSaver scheme is managed by Forsyth
Barr Investment Management Ltd. You can obtain the Scheme’s product
disclosure statement and further information about the Scheme at www.summer.co.nz, from one of
our offices, or by calling us on 0800 11 55 66. Forsyth Barr Investment
Management Ltd is a licenced manager of registered schemes and part of the
Forsyth Barr group of companies. Disclosure statements are available from
Martin Hawes and your Forsyth Barr Authorised Financial Adviser, on
request and free of charge.
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