Summer overview

Register to receive updates and investor education 

Transfer to or join the Summer KiwiSaver scheme 

It’s quick and easy to ask to transfer to or join Summer. All you need is your IRD number and driver licence or passport handy. 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.

We are focused on performance – view our latest performance information here.

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

Adobe PDF file icon 24x24 Summer summary


For information about the Morningstar performance report visit
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For information about the FundSource performance report visit
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.