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  • Compare Summer funds

      *Fund* *Brief description of fund and investment objective* *Target investment mix* *Risk indicator* ...

  • Upcoming events

    2019 Summer Seminar Series KiwiSaver has always been a valuable way to save for retirement. However, upcoming changes mean that KiwiSaver may also offer benefits for those in retirement. Join *Martin...

  • Keeping your account safe

    *At Summer we take the security of your personal information seriously and take steps to ensure this information remains private.* To help protect your account we: Will...

  • What's in a name?

    Martin Hawes *Martin Hawes[/the-summer-scheme/about-us/martin-hawes/][the-summer-scheme/about-us/meet-our-investment-managers/#Martin]*Chair, Summer Investment Committee June 2018 *What is the Member Tax Credit? My guess is if you walked down the main street and asked that question...

  • Insights overview

    Keep up to date with our latest market insights We are investment specialists – as part of Forsyth Barr, we have an over 80 year history in investment...

  • Summer Growth Selection

    Summer Growth Selection fund performance summary as at 31 May 2019.  Fund at a glance *Unit price[/the-summer-scheme/performance-information/unit-pricing/] (as at 31 May 2019): *$0.9981* * *Date the fund started:* 8 April 2019 For...

  • Summer Conservative Selection

    Summer Conservative Selection fund performance summary as at 31 May 2019.  Fund at a glance *Unit price[/the-summer-scheme/performance-information/unit-pricing/] (as at 31 May 2019): *$1.0067* * *Date the fund started:* 8 April 2019 For...

  • Summer Balanced Selection

    Summer Balanced Selection^ fund performance summary as at 31 May 2019.  Fund at a glance *Unit price[/the-summer-scheme/performance-information/unit-pricing/] (as at 31 May 2019): *$1.2172* * *Date the fund started:* 19 September 2016 For...