Overview of performance

Monthly performance

Fund returns and unit price as at 31 October 2017. For further information click on each fund name below.

For a printable version of this performance information, please click here.

 FundTotal since inception*1 Month3 Months6 Months1 YearUnit price
Summer New Zealand Cash 1.11% 0.08% 0.41% 0.66% 1.04% $1.0155
Summer New Zealand Fixed Interest 2.05% 0.45% 0.95% 1.93% 2.52% $1.0282
Summer Global Fixed Interest 1.92% 0.20% 0.61% 1.45% 2.12% $1.0249
Summer New Zealand Equities 12.89% 2.62% 6.26% 11.47% 17.53% $1.1283
Summer Australian Equities 19.72% 7.33% 9.08% 4.42% 22.64% $1.2075
Summer Listed Property 0.46% 0.02% 1.99% 2.48% 4.72% $1.0039
Summer Global Equities 22.10% 4.92% 9.83% 6.89% 23.20% $1.2336
Summer Investment Selection 10.54% 3.02% 5.61% 5.12% 12.52% $1.1119

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%).

*All Funds commenced 19 September 2016.

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.


This is not a recommendation to buy or sell any financial product and does not take your personal circumstances into account. All opinions reflect our judgement on the date of communication and may change without notice. Past performance is not a reliable guide to future performance. We recommend you take financial advice before making investment decisions. We have prepared this web page in good faith based on information obtained from other sources, but we do not guarantee the accuracy of that information. We do not make any representation or warranty (express or implied) that this web page is accurate, complete, or current and to the maximum extent permitted by law disclaim any liability for loss which may be incurred by any person relying on this web page.