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