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  • Product Disclosure Statement (PDS)

    This product disclosure statement (PDS) gives you important information about the Summer KiwiSaver scheme. Forsyth Barr Investment Management Limited has prepared this document in accordance with the...

  • Summer overview

    *Register to receive updates and investor education[register/] * Transfer to or join the Summer KiwiSaver scheme[register/] It’s quick and easy to ask to transfer to or join...

  • 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 Mixed Markets Mull Minutes Global markets moved modestly and with no clear direction on Thursday. The US edged higher despite the yield curve inverting again,...

  • Volatility in sharemarkets

    Investment markets can be volatile. Summer keeps you informed. The world is a complex place. While we often feel a little protected here in New Zealand, the...

  • Change of details form

  • Fees

    *Our fees are simple. * You will be charged fees for investing in the Scheme. Fees are deducted from your investment and reduce your returns. *Annual fund charges:...

  • 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...

  • The Forsyth Barr KiwiSaver Scheme is now the Summer KiwiSaver scheme

    As a member of the Forsyth Barr KiwiSaver Scheme you will have received a communication detailing everything you need to know about your KiwiSaver account and...