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  • Portfolio holdings

    Every six months the Summer KiwiSaver scheme uploads full portfolio holdings to the *Disclose Register[https://disclose-register.companiesoffice.govt.nz/]*. For your ease of access we replicate this information here. Below you...

  • Morning report

    Morning News Summary Earnings Beats Power US Gains Global markets were mixed on a busy day of trading amid an influx of news. News of a Brexit deal...

  • Volatility in sharemarkets

    Investment markets can be volatile. At Summer we share our knowledge of investment markets via articles, research and market updates to keep you informed. The world is...

  • Change of details form

  • Fees

    *Our fees are* *easy to understand and we do not charge a performance fee. * You will be charged fees for investing in the Scheme. Fees are...

  • Statement of Investment Policy and Objectives

    The Statement of Investment Policy and Objectives (SIPO) describes the investment policies and objectives of the Summer KiwiSaver scheme. Adobe PDF file icon 24x24 *Summer KiwiSaver scheme...

  • KiwiSaver Glossary

    *A plain English guide to KiwiSaver has been put together by Workplace Savings NZ.* The glossary, which was developed by an expert industry working group with the...

  • Investor Education

    Welcome to the Investor Education section. Here you'll find various topical articles written by Martin Hawes and guests. If you have any questions, please don't hesitate to...