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Forsyth Barr New Zealand Equities

23787
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0.00
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  • Previous Close

    0.00

  • Net Assets

    13.96m

  • Yield

    0.00%

  • Front load

    1.00

  • Expenses

    -

  • Category

    Equity Region NZ

  • Morningstar Risk

    Below Average

  • Morningstar Rating ★★★
Profile

Name of Issuer

Forsyth Barr Funds Management Limited

Fund Style

Open

Fund Manager

Investment Style

-

To maximise the capital returns available from investing in New Zealand listed shares by targeting absolute returns. This is a high conviction, “benchmark unaware” Fund. Stock selection will be influenced by the research screens developed by the Forsyth Barr Research team with portfolio stock selections revolving around securities the Manager chooses to own rather than what is prescribed by any particular index. The portfolio will be actively traded as appropriate given the tax free status of trading under the PIE regime. The Fund will be fully invested with cash holdings limited to 10% of the Fund or that required for transactional purposes.

Purchase Information

Initial Purchase 5,000
Initial Purchase: IRA NA
Initial Purchase: AIP NA

Inception

26/06/2008

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