Forsyth Barr Investment Management
Forsyth Barr Investment Management Limited
Forsyth Barr Investment Management Limited is named as the licensed manager in the Statement of Investment Policy and Objectives of 11 funds in our universe, sold under 2 brands, across 2 schemes. Each row links to the SIPO that states it.
The funds below carry 2 different brand names. Holding the FMA licence for a scheme is a distinct role from managing the investments within it: an investment manager can select the assets while another licensed entity holds the licence and the scheme. The SIPO names both.
| Fund | Brand | Asset class | SIPO |
|---|---|---|---|
| Octagon Australasian Equities Fund | Octagon | Australasian Equities | SIPO |
| Octagon Balanced Fund | Octagon | Diversified | SIPO |
| Octagon New Zealand Equities Fund | Octagon | Australasian Equities | SIPO |
| Summer Australian Equities | Summer | Australasian Equities | SIPO |
| Summer Balanced Selection | Summer | Diversified | SIPO |
| Summer Conservative Selection | Summer | Diversified | SIPO |
| Summer Global Equities | Summer | International Equities | SIPO |
| Summer Global Fixed Interest | Summer | International FI | SIPO |
| Summer Growth Selection | Summer | Diversified | SIPO |
| Summer Listed Property | Summer | Listed Property | SIPO |
| Summer New Zealand Cash | Summer | Cash | SIPO |
Source: each scheme's Statement of Investment Policy and Objectives, lodged on the FMA Disclose register; most recent SIPO in this list dated 2026-05-13. Only funds whose SIPO we have ingested appear here, so this list is a floor rather than a complete record of the Forsyth Barr Investment Management range. Information only — not financial advice.