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  • Summer Conservative Selection

    Summary of investment objective and strategy We aim to achieve positive long-term returns by choosing exposure across asset classes. Investors can expect low to moderate levels of...

  • Account terms and conditions

    *We are thrilled to have you joining the Summer KiwiSaver scheme, before you complete your sign-up form please have a read of our application terms and...

  • Summer KiwiSaver investment - take charge

    Your money is different to other people’s money, and what you plan to do with your money is different. Your money goes in to KiwiSaver each...

  • Meet our Board

    The Summer KiwiSaver scheme is managed by Forsyth Barr Investment Management Ltd. Forsyth Barr Investment Management Ltd is a licenced manager of registered schemes and part...

  • 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...

  • 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...

  • Home ground advantage

    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 November 2018 *Home ground advantage is important. Ask anyone in any sport whether they would rather play home or away and...

  • Socially responsible investment

    Your money in the Summer KiwiSaver scheme is “actively invested”, meaning we undertake deep and thorough research before making any investment decisions on your behalf. While we...

  • Summer New Zealand Cash

    Summary of investment objective and strategy We aim to achieve competitive returns compared to money held on call by investing in cash, selected cash equivalents, and selected...

  • 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...