December Quarter Dates

Redemptions: Final payment date this year is 18/12 (Notices due 16/12). Our first payment in the new year will be 12/01.
Distribution: December quarter distribution will be paid 07/01/2026
Office Hours: Our offices close on 24/12/2025 & reopen 05/01/2026

Investor Meetings

These meetings are a fantastic opportunity to hear how FMT has been performing this year and to learn more about our plans for the future. They are open to both current and prospective investors.

We have now concluded our meetings for 2025, but videos are available for those who were unable to attend.

We will share dates and locations for our 2026 events over the coming months.

 

Watch Videos from the Tauranga Investor Meeting

We filmed our Tauranga investor meeting, where Sam Burgess, Chief Investment Officer, and Michael Smith provided investors with an update on the fund’s performance over the past year.

Watch videos

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            Youth Sponsorship Application

              Which type of fund is right for me?

              Complete this questionnaire to see what type of fund might be the most tax effective for your circumstances. Please note, this is just a guide and we recommend you seek professional tax advice.

              Are you investing as an individual or trust?
              An individual A trust
              Other investor types should seek professional tax advice.
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              Individual

              Is your tax return completed by a tax adviser or accountant?

              Yes No

              Can you reasonably estimate your own annual income?

              Yes No

              What is your total income from all sources (including PIE income)?

              < 48k 48-70k 70-119k > 119k

              YOUR RESULTS

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              Trust

              Do you distribute all annual income to beneficiaries?

              Yes Some income is distributed No distribution

              Do all Trusts beneficiaries earn more than $48K from all sources (including PIE income)?

              Yes No
              YOUR RESULTS

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              Disclaimer – This tool is intended to provide general guidance only. This tool does not take into account your particular financial situation, objectives or goals.

              There are alternative strategies which may provide better outcomes, we recommend you seek independent advice before making any investment decision. If you have completed this guide and wish to discuss this, we recommend you seek professional tax advice.