Product Disclosure Statement
This product disclosure statement (PDS) gives you contains important information about the Summer KiwiSaver scheme. We review and update it regularly. Our latest Summer KiwiSaver Scheme PDS dated 4 August 2026 (which replaces the PDS dated 14 May 2026) has been lodged with the Registrar and is available to download here or on request.
PDS
Summer KiwiSaver Scheme Product Disclosure Statement
4.6 MB
Other Documents
Statement of Investment Policy and Objectives
Summer Statement of Investment Policy and Objectives
590 KB
Other material information
Summer Other Material Information
459 KB
Annual report
Annual Report FYE 31 March 2025
922 KB
Annual Report FYE 31 March 2024
4.7 MB
Financial Statements
Financial Statements FYE 31 March 2025
1.1 MB