Quarterly Fund Updates

 The files below are in PDF format. 

As at 31 December 2023


As at 30 September 2023


As at 30 June 2023


As at 31 March 2023


As at 31 December 2022


As at 30 September 2022


As at 30 June 2022


As at 31 March 2022


 As at 31 December 2021


As at 30 September 2021


 As at 30 June 2021


As at 31 March 2021


As at 31 December 2020


As at 30 September 2020


As at 30 June 2020


As at 31 March 2020


As at 31 December 2019


 As at 30 September 2019


As at 30 June 2019


As at 31 March 2019


As at 31 December 2018


As at 30 September 2018


As at 30 June 2018


As at 31 March 2018


 As at 31 December 2017


As at 30 September 2017


 As at 30 June 2017


As at 31 March 2017


As at 31 December 2016


As at 30 September 2016


If you would like to review or switch between Funds within the Summer KiwiSaver scheme head to your Dashboard.

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

If you have any questions about these documents please contact us.