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  • Summer Investment Committee

    *The Summer Investment Committee provides us with a general investment view to support the asset allocation decisions *we make for *the Summer Conservative Selection, Summer Balanced...

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  • Video insights

    *With the Summer KiwiSaver scheme you're not on your own.* Martin Hawes is here to provide information and guidance to help you make sense of what is...

  • 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 Markets Make Modest Gains Global markets were mostly in the green (but only just) on Monday, with losses in Chinese and Japanese majors bucking the...

  • 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...

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  • 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:...