Your Quarterly E-Zine
Edition 11 • December 2019

This website contains the latest edition of Forsyth Barr Focus, a quarterly on-line magazine written by senior members of Forsyth Barr's investment team.

If you experience any difficulty in accessing Forsyth Barr Focus,
please call 0800 367 227, or e-Mail editor@forsythbarrfocus.co.nz for assistance.

 

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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