Summer KiwiSaver Scheme
Summer Balanced
FORSYTH BARR INVESTMENT MANAGEMENT LIMITEDsummer.co.nz
Fund start date
Invalid Date
Data as at
31 March 2026
Balanced
About this balanced fund
Summer Balanced is a KiwiSaver scheme fund offered by Summer within the Summer KiwiSaver Scheme. As a Balanced fund, it combines growth and income assets to pursue moderate returns while managing volatility. The fund sits in the middle of Summer's range, positioned between more conservative and more growth-oriented options for members seeking a balanced approach to long-term savings.
Fee + return history
View detailed history →Quarterly fees and after-tax returns recorded against this fund since inception. Sourced from FMA Disclose Quarterly Fund Updates. The detailed view shows the full chart + per-quarter data table.
PDS changes
View detailed PDS history →Material changes to the Product Disclosure Statement over time — fee adjustments, asset-allocation shifts, scheme-rule amendments. Diff against the previous PDS shown side-by-side in the detailed view.
Holdings changes
View detailed holdings diff →Top-10-holdings additions, removals, and weight changes across quarters. Shows the manager's actual portfolio decisions over time, sourced from the fund's Quarterly Fund Update.
SIPO changes
View detailed SIPO history →Statement of Investment Policy and Objectives revisions — investment objective rewrites, asset-class target shifts, ESG policy changes, derivatives policy changes. The detailed view diffs against prior SIPO versions.
AI · API · Markdown
Machine-readable surfaceEvery fund page on FundCompare ships with structured JSON and a plain-markdown summary alongside the HTML — so LLMs, MCP clients, and analysts can cite the same regulator-sourced data the page renders. Source documents come from FMA Disclose, IRD, and Sorted Fund Finder.
Identifiers
- Provider
- Summer
- Scheme
- Summer KiwiSaver Scheme
Endpoints for Summer Balanced
GET/api/fund/Summer/summer-balanced/facts.jsonapplication/jsonStructured fund facts (fees, returns, asset mix, identifiers, sources).
GET/api/fund/Summer/summer-balanced/summary.mdtext/markdownPlain-markdown summary citable by LLMs without HTML parsing.
FundCompare
Compare every fund within a KiwiSaver scheme on the FMA Disclose register. Refreshed quarterly. Independent — FundCompare is not a Financial Advice Provider; general information only.
