Overview of performance

Monthly performance

Fund returns and unit price as at 31 October 2020. For further information click on each fund name below.

Fund 1 Month 3 Months 1 Year 3 Years^ Annualised total since inception Unit price
Summer New Zealand Cash* 0.00% 0.02% 0.46% 0.77% 0.84%  $1.0487
Summer New Zealand Fixed Interest* 0.07% 0.92% 3.52% 3.48% 3.05%  $1.1856
Summer Global Fixed Interest* 0.27% 0.63% 4.19% 3.14% 2.77%  $1.1275
Summer New Zealand Equities* 2.73% 3.27% 9.86% 11.69% 11.69%  $1.5713
Summer Australian Equities* -0.12% -0.44% -8.28% -0.69% 3.97%  $1.2131
Summer Listed Property* 4.57% 10.73% 3.20% 12.59% 9.20%  $1.4270
Summer Global Equities* -3.96% 0.74% 8.26% 7.65% 10.82%  $1.5734
Summer Conservative Selection** 0.17% 1.44% 3.97% na 4.78%  $1.0899
Summer Balanced Selection* -0.32% 1.37% 3.74% 5.56% 6.62%  $1.3363
Summer Growth Selection** -0.60% 1.43% 3.72% na 6.01%  $1.1043

Fund returns are calculated net of fund charges, trading expenses and accrued tax for a New Zealand resident individual paying tax at the highest Prescribed Investor Rate (28%).

*Funds commenced 19 September 2016.  **Funds commenced 8 April 2019
^ Annualised


Quarterly Fund Updates

View the latest Quarterly Fund Updates

Prior quarterly and annual disclosure statements for the Forsyth Barr KiwiSaver Scheme are located here.

Summer insights

Read our Summer insights and Martin Hawes' latest article for information and guidance to help you make sense of what is happening in the markets and what you might need to be thinking about.

Performance results

The Summer KiwiSaver scheme, Summer Balanced Selection performance returns have been ranked by research agency Morningstar.

See Morningstar performance results

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