Overview
The Forsyth Barr AIP Managed Funds Account is a wholesale, closed-ended fund of funds offered by Forsyth Barr, with offices in Dunedin, Auckland, and Wellington. It takes a personalised approach to investing across a range of managed funds, targeting growth-oriented outcomes for eligible investors. The fund is available to wholesale investors only and is listed on the NZTE Acceptable Managed Funds list under the Growth Category, making it eligible for the Active Investor Plus visa.
Fund Overview
Personalized fund of funds approach for wholesale AIP investors
Asset Class
Fund of Funds
Structure
Managed Funds Account
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Quick Info
This information is for wholesale investors only and does not constitute financial advice. All investments carry risk. Please seek professional advice before making investment decisions.
Frequently Asked Questions
What is Forsyth Barr AIP Managed Funds Account?
Personalized fund of funds approach for wholesale AIP investors
Who manages Forsyth Barr AIP Managed Funds Account?
Forsyth Barr AIP Managed Funds Account is managed by Forsyth Barr (NZBN 9429037174804) based in Dunedin, Auckland, Wellington. Manager registration on the Financial Service Providers Register is a legal requirement under the Financial Service Providers (Registration and Dispute Resolution) Act 2008 and does not itself constitute an endorsement.
What asset class is Forsyth Barr AIP Managed Funds Account?
Forsyth Barr AIP Managed Funds Account is classified as Fund of Funds on Wholesale Investor NZ. Asset-class classification reflects the fund's stated investment focus per its Information Memorandum and is provided for navigation purposes only — review the IM for the full strategy and risk profile.
Is Forsyth Barr AIP Managed Funds Account evergreen or a closed-end fund?
Forsyth Barr AIP Managed Funds Account is a closed-end fund — it raises capital during a defined vintage window and runs to fund maturity. Capital is typically returned via distributions during operation and a final wind-up at fund maturity. Check whether a current vintage is open before applying.
What is the minimum investment in Forsyth Barr AIP Managed Funds Account?
Minimum investments across Forsyth Barr AIP Managed Funds Account's currently listed offers range from NZ$3.0M. Minimums are set per offer and may change for new vintages — confirm the current minimum in the relevant Information Memorandum before subscribing.
Is Forsyth Barr AIP Managed Funds Account wholesale-only?
Yes — Forsyth Barr AIP Managed Funds Account is offered on a wholesale-only basis under Schedule 1 of the Financial Markets Conduct Act 2013. Subscription requires self-certification under one of the seven Schedule 1 pathways (typically the NZ$5M net-assets "large person" pathway or an accountant- or lawyer-signed eligible-investor certificate per Clauses 38-40). Wholesale-only funds do not publish a retail Product Disclosure Statement and do not appear on the Disclose Register.
When was Forsyth Barr AIP Managed Funds Account launched?
Forsyth Barr AIP Managed Funds Account was launched in 2017. Operational tenure is one input to evaluating manager track record but does not itself indicate likely future performance — past performance is not a reliable indicator of future returns per FMA fair-dealing guidance. Request audited financial statements covering the full operating period before subscribing.
Where can I read the IM or PDS for Forsyth Barr AIP Managed Funds Account?
Forsyth Barr AIP Managed Funds Account is a wholesale-only fund and the manager does not publish a retail-accessible Information Memorandum on Wholesale Investor NZ. Wholesale-only funds typically share the IM directly with prospective investors after a Schedule 1 self-certification under the Financial Markets Conduct Act 2013. Contact the manager to request the IM and the certification process.