# Summer Conservative Selection

> Fund within a KiwiSaver scheme. Issuer: **Forsyth Barr Investment Management Limited**. Scheme: **Summer KiwiSaver Scheme**.
> Canonical: https://fundcompare.co.nz/funds/summer/summer-conservative-selection

## Key data

- **Fund type:** Conservative
- **Risk indicator (1–7):** 3 (per FMA Disclose)
- **Total fees (1-year):** 0.75% (per FMA Disclose Quarterly Fund Update)
- **3-year average return:** 4.70% p.a. after fees and tax, computed by FundCompare as the geometric mean of consecutive annual returns from FMA Disclose filings
- **5-year average return:** 2.47% after fees and tax at PIR 28% (per FMA Disclose)
- **Fund size (NZD):** NZD $10,640,294
- **Members:** 228

## Identifiers

- _Identifiers not yet recorded._

## Data sources

- FMA Disclose register — https://disclose-register.companiesoffice.govt.nz/
- IRD KiwiSaver — https://www.ird.govt.nz/kiwisaver
- Sorted Fund Finder — https://fundfinder.sorted.org.nz/

_Data last refreshed from FMA Disclose: 2026-06-30._

## Machine-readable surface

- Facts JSON: https://fundcompare.co.nz/api/fund/summer/summer-conservative-selection/facts.json
- HTML page: https://fundcompare.co.nz/funds/summer/summer-conservative-selection

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This is an informational summary published by FundCompare NZ (https://fundcompare.co.nz) using publicly available data from the FMA Disclose register, IRD KiwiSaver, and Sorted Fund Finder. It does not constitute financial advice. FundCompare NZ is not a licensed Financial Advice Provider. Past performance is not indicative of future results — read each scheme's Product Disclosure Statement and consult a licensed financial adviser before making any decision. KiwiSaver® is a registered trademark of Inland Revenue.