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Documents and disclosures

Information for our customers. All key documents, in one place.

Financial Advice Disclosures
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Tempo Advice Service

Forsyth Barr Funds Disclosures
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Product Disclosure Statement

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Statement of Investment Policy & Objectives

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Other Material Information

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Tempo ESG Screening Disclosure - 27 August 2026

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Annual Report 31 March 2025

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Annual Report 31 March 2026

Forsyth Barr Quarterly Fund Updates

View all Quarterly Fund Updates

Policies

Privacy Policy

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Website Privacy Statement

Terms
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Tempo Terms and Conditions - updated on 20 August 2026

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Website Terms and Conditions

View all Promotion and Voucher terms

Forsyth Barr Quarterly Fund Updates

As at 30th September 2025
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Cash Fund

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Bond Fund

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NZ Companies Fund

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AUS Companies Fund

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Property Fund

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Global Quality Fund

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Global Value Fund

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Global Growth Fund

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Global Sustainability Fund

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Climate Change Fund

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Tech Fund

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Healthcare Fund

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Gold Fund

As at 30th June 2025
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Cash Fund

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Local Bond Fund

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NZ Companies Fund

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AUS Companies Fund

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Australasian Property Fund

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Global Quality Fund

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Global Value Fund

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Global Growth Fund

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Global Sustainability Fund

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Climate Change Fund

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Tech Fund

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Healthcare Fund

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Gold Fund

As at 31st March 2025
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Cash Fund

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Local Bond Fund

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NZ Companies Fund

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AUS Companies Fund

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Australasian Property Fund

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Global Quality Fund

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Global Value Fund

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Global Growth Fund

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Global Sustainability Fund

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Climate Change Fund

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Tech Fund

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Healthcare Fund

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Gold Fund

As at 31st December 2024
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Cash Fund

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Local Bond Fund

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NZ Companies Fund

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AUS Companies Fund

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Australasian Property Fund

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Global Quality Fund

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Global Value Fund

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Global Growth Fund

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Global Sustainability Fund

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Climate Change Fund

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Tech Fund

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Healthcare Fund

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Gold Fund

As at 30th September 2024
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Cash Fund

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Local Bond Fund

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NZ Companies Fund

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AUS Companies Fund

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Australasian Property Fund

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Global Quality Fund

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Global Value Fund

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Global Growth Fund

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Global Variety Fund

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Global Property Fund

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Global Sustainability Fund

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Climate Change Fund

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Lower Carbon Fund

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Clean Energy Fund

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US Responsible Fund

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Diversity and Inclusion Fund

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Tech Fund

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Future Cities Fund

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Healthcare Fund

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Gold Fund

As at 30th June 2024
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Cash Fund

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Local Bond Fund

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NZ Companies Fund

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AUS Companies Fund

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Australasian Property Fund

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Global Quality Fund

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Global Value Fund

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Global Growth Fund

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Global Variety Fund

PDF icon

Global Property Fund

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Global Sustainability Fund

PDF icon

Climate Change Fund

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Lower Carbon Fund

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Clean Energy Fund

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US Responsible Fund

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Diversity and Inclusion Fund

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Tech Fund

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Future Cities Fund

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Healthcare Fund

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Gold Fund

As at 31st March 2024
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Tempo Cash Fund

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Tempo Local Bond Fund

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Tempo NZ Companies Fund

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Tempo AUS Companies Fund

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Tempo Australasian Property Fund

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Tempo Global Variety Fund

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Tempo Global Property Fund

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Tempo Lower Carbon Fund

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Tempo Clean Energy Fund

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Tempo US Responsible Fund

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Tempo Diversity and Inclusion Fund

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Tempo Tech Fund

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Tempo Future Cities Fund

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Tempo Healthcare Fund

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Tempo Gold Fund

As at 31st December 2023
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Tempo Cash Fund

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Tempo Local Bond Fund

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Tempo NZ Companies Fund

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Tempo AUS Companies Fund

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Tempo Australasian Property Fund

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Tempo Global Variety Fund

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Tempo Global Property Fund

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Tempo Lower Carbon Fund

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Tempo Clean Energy Fund

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Tempo US Responsible Fund

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Tempo Diversity and Inclusion Fund

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Tempo Tech Fund

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Tempo Future Cities Fund

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Tempo Healthcare Fund

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Tempo Gold Fund

As at 30th September 2023
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Tempo Cash Fund

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Tempo Local Bond Fund

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Tempo NZ Companies Fund

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Tempo AUS Companies Fund

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Tempo Australasian Property Fund

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Tempo Global Variety Fund

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Tempo Global Property Fund

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Tempo Lower Carbon Fund

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Tempo Clean Energy Fund

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Tempo US Responsible Fund

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Tempo Diversity and Inclusion Fund

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Tempo Tech Fund

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Tempo Future Cities Fund

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Tempo Healthcare Fund

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Tempo Gold Fund

Forsyth Barr Quarterly Fund Updates

As at 30th June 2025
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As at 31st March 2025
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As at 31st December 2024
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As at 30th September 2024
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As at 30th June 2024
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As at 31st March 2024
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Tempo Cash Fund

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Tempo Local Bond Fund

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Tempo NZ Companies Fund

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Tempo AUS Companies Fund

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Tempo Australasian Property Fund

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Tempo Global Variety Fund

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Tempo Global Property Fund

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Tempo Lower Carbon Fund

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Tempo Clean Energy Fund

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Tempo US Responsible Fund

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Tempo Diversity and Inclusion Fund

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Tempo Tech Fund

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Tempo Future Cities Fund

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Tempo Healthcare Fund

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Tempo Gold Fund

As at 31st December 2023
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Tempo Cash Fund

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Tempo Local Bond Fund

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Tempo NZ Companies Fund

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Tempo AUS Companies Fund

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Tempo Australasian Property Fund

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Tempo Global Variety Fund

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Tempo Global Property Fund

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Tempo Lower Carbon Fund

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Tempo Clean Energy Fund

PDF icon

Tempo US Responsible Fund

PDF icon

Tempo Diversity and Inclusion Fund

PDF icon

Tempo Tech Fund

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Tempo Future Cities Fund

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Tempo Healthcare Fund

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Tempo Gold Fund

As at 30th September 2023
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Tempo Cash Fund

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Tempo Local Bond Fund

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Tempo NZ Companies Fund

PDF icon

Tempo AUS Companies Fund

PDF icon

Tempo Australasian Property Fund

PDF icon

Tempo Global Variety Fund

PDF icon

Tempo Global Property Fund

PDF icon

Tempo Lower Carbon Fund

PDF icon

Tempo Clean Energy Fund

PDF icon

Tempo US Responsible Fund

PDF icon

Tempo Diversity and Inclusion Fund

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Tempo Tech Fund

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Tempo Future Cities Fund

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Tempo Healthcare Fund

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Tempo Gold Fund

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The Forsyth Barr Funds are issued by Forsyth Barr Investment Management Limited. The Product Disclosure Statement for the Forsyth Barr Funds has been lodged on the Disclose Register and is available on our Documents and Disclosures page.