{
  "@context": "https://fundcompare.co.nz/api/schema/provider.v1",
  "url": "https://fundcompare.co.nz/providers/summer",
  "name": "FORSYTH BARR INVESTMENT MANAGEMENT LIMITED",
  "short_name": "Summer",
  "scheme": "SUMMER KIWISAVER SCHEME",
  "website": null,
  "description": "Summer KiwiSaver Scheme — issued and managed by Forsyth Barr Investment Management Limited (a licensed manager of registered schemes, part of the Forsyth Barr group). For the manager profile see /providers/forsyth-barr.",
  "fund_count": 10,
  "total_aum_nzd": 356770796.1,
  "total_members": 7252,
  "fund_summaries": [
    {
      "fund_name": "Summer Global Fixed Interest",
      "fund_type": "Defensive",
      "fees_one_year_pct": 0.75,
      "five_year_average_return_pct": 0.22,
      "risk_indicator": null,
      "url": "https://fundcompare.co.nz/funds/summer/summer-global-fixed-interest"
    },
    {
      "fund_name": "Summer Australian Equities",
      "fund_type": "Aggressive",
      "fees_one_year_pct": 0.9,
      "five_year_average_return_pct": 8.01,
      "risk_indicator": null,
      "url": "https://fundcompare.co.nz/funds/summer/summer-australian-equities"
    },
    {
      "fund_name": "Summer Global Equities",
      "fund_type": "Aggressive",
      "fees_one_year_pct": 0.9,
      "five_year_average_return_pct": 6.87,
      "risk_indicator": null,
      "url": "https://fundcompare.co.nz/funds/summer/summer-global-equities"
    },
    {
      "fund_name": "Summer Balanced",
      "fund_type": "Balanced",
      "fees_one_year_pct": 0.9,
      "five_year_average_return_pct": 3.36,
      "risk_indicator": null,
      "url": "https://fundcompare.co.nz/funds/summer/summer-balanced"
    },
    {
      "fund_name": "Summer New Zealand Equities",
      "fund_type": "Aggressive",
      "fees_one_year_pct": 0.9,
      "five_year_average_return_pct": 1.46,
      "risk_indicator": null,
      "url": "https://fundcompare.co.nz/funds/summer/summer-new-zealand-equities"
    },
    {
      "fund_name": "Summer Conservative",
      "fund_type": "Conservative",
      "fees_one_year_pct": 0.75,
      "five_year_average_return_pct": 2.17,
      "risk_indicator": null,
      "url": "https://fundcompare.co.nz/funds/summer/summer-conservative"
    },
    {
      "fund_name": "Summer New Zealand Cash",
      "fund_type": "Defensive",
      "fees_one_year_pct": 0.5,
      "five_year_average_return_pct": 2.41,
      "risk_indicator": null,
      "url": "https://fundcompare.co.nz/funds/summer/summer-new-zealand-cash"
    },
    {
      "fund_name": "Summer New Zealand Fixed Interest",
      "fund_type": "Defensive",
      "fees_one_year_pct": 0.75,
      "five_year_average_return_pct": 1.24,
      "risk_indicator": null,
      "url": "https://fundcompare.co.nz/funds/summer/summer-new-zealand-fixed-interest"
    },
    {
      "fund_name": "Summer Listed Property",
      "fund_type": "Aggressive",
      "fees_one_year_pct": 0.9,
      "five_year_average_return_pct": -2.69,
      "risk_indicator": null,
      "url": "https://fundcompare.co.nz/funds/summer/summer-listed-property"
    },
    {
      "fund_name": "Summer Growth",
      "fund_type": "Growth",
      "fees_one_year_pct": 0.9,
      "five_year_average_return_pct": 4.51,
      "risk_indicator": null,
      "url": "https://fundcompare.co.nz/funds/summer/summer-growth"
    }
  ],
  "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/"
  ],
  "last_reviewed": "2026-06-16",
  "disclaimer": "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."
}