Summer overview
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Transfer or join Summer
It’s quick and easy to transfer or join. All you need is your IRD number and driver licence or passport. We’ll manage the process and if you have an existing provider we’ll liaise with them on your behalf.
Why join Summer today?
We are investment specialists – as part of Forsyth Barr we bring over 80 years of investment experience, and our Summer Investment Committee is chaired by Martin Hawes.
We are active managers – we respond to market opportunities.
Our performance speaks for itself – Morningstar ranked the Summer Investment Selection fund's returns 1st out of 53 funds in the Multisector - Balanced category for the 12 months to 31 July 2018. FundSource ranked the Summer Investment Selection fund's returns 1st out of 37 funds in the Diversified Balanced category for the 12 months to 31 July 2018.
We keep you informed – both about your money and the broader investment market.
We enable you – through access to Forsyth Barr Authorised Financial Advisers for guidance, and making it easy for you to make changes to your account.
We have a clear, socially responsible investment framework – we are transparent about where your money is invested.
Are you ready to join Summer? Let's get started.
Learn more about our investment options
My Plan | Summer Investment Selection
Fund Manager of the Year Awards are announced by FundSource, the investment strategy and research company. These awards should not be read as a recommendation by FundSource. For further advice on the relevance of this award to your personal situation consult your authorised financial adviser, or visit www.fundsource.co.nz.
For information about the Morningstar performance report visit www.summer.co.nz/morningstar-results.
© 2018 Morningstar, Inc. All rights reserved. Neither Morningstar, its affiliates, nor the content providers guarantee the data or content contained herein to be accurate, complete or timely nor will they have any liability for its use or distribution. Any general advice or ‘class service’ have been prepared by Morningstar Australasia Pty Ltd (ABN: 95 090 665 544, AFSL: 240892) and/or Morningstar Research Ltd, subsidiaries of Morningstar, Inc, without reference to your objectives, financial situation or needs. Refer to our Financial Services Guide (FSG) for more information at www.morningstar.com.au/s/fsg.pdf. You should consider the advice in light of these matters and if applicable, the relevant Product Disclosure Statement before making any decision to invest. Our publications, ratings and products should be viewed as an additional investment resource, not as your sole source of information. Past performance does not necessarily indicate a financial product’s future performance. To obtain advice tailored to your situation, contact a professional financial adviser.
For information about the FundSource performance report visit www.summer.co.nz/fundsource-results.
The fund information is an extract from general information and is a guide only. It is intended for general information purposes and does not constitute investment advice. The information is published under license from FundSource Limited (“FundSource”), which owns the intellectual property and proprietary rights in the information.
