Product Disclosure Statement
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 Financial Markets Conduct Act 2013. You can also seek advice from a financial adviser to help you make an investment decision.
You can obtain a hard copy of the Scheme’s product disclosure statement from one of our offices, or by calling us on 0800 11 55 66.
PDS
Summer KiwiSaver Scheme Product Disclosure Statement 14 October 2025 Application Form
2.5 MB
Other Documents
Statement of Investment Policy and Objectives
Summer Statement of Investment Policy and Objectives 14 October 2025
481 KB
Other material information
Summer Other Material Information 14 October 2025
394 KB
Annual report
Annual Report FYE 31 March 2025
922 KB
Financial Statements
Financial Statements FYE 31 March 2025
1.1 MB