Forsyth Barr

Active Manager

Forsyth Barr Investment Management

New ZealandWebsiteData as at 2025-09-30Updated quarterly

$3.5B

AUM (NZD)

NZX Holdings

Funds

Mgmt Fee

NZ Equity Focus

Sectors

Summer NZ Equities

#	Company	Sector	Weight	Shares Held	As At
1	FPHFisher & Paykel Healthcare Corporation Limited	Healthcare	13.70%	-	2025-09-30
2	IFTInfratil Limited	Utilities	7.67%	-

Forsyth Barr NZ Equities Fund

#	Company	Sector	Weight	Shares Held	As At
1	FPHFisher & Paykel Healthcare Corporation Limited	Healthcare	13.88%	-	2025-09-30
2	IFTInfratil Limited	Utilities	7.77%	-

Forsyth Barr Global Equities Fund

#	Company	Sector	Weight	Shares Held	As At
1	TWRTower Limited	Financials	0.27%	-	2025-09-30
2	MHJMichael Hill International Limited	Consumer Discretionary	-0.47%	-

Summer Growth Selection

#	Company	Sector	Weight	Shares Held	As At
1	FPHFisher & Paykel Healthcare Corporation Limited	Healthcare	2.36%	-	2025-09-30
2	IFTInfratil Limited	Utilities	1.38%	-

Sector Allocation

Healthcare

24.0%16

Utilities

22.2%18

Industrials

13.9%20

Communication Services

10.0%12

Financials

7.3%15

Consumer Discretionary

Data sourced from publicly available records. Our datasets may not be complete. Automated analysis can produce errors. If you believe any data on this page is incorrect, please contact us at hello@nzxplorer.co.nz. For informational purposes only. Not investment advice.