# FORSYTH BARR INVESTMENT MANAGEMENT LIMITED — KiwiSaver scheme funds

FORSYTH BARR INVESTMENT MANAGEMENT LIMITED runs a KiwiSaver scheme registered on the FMA Disclose register. 10 active funds on file at FundCompare.

## Active funds

### Summer Balanced Selection

- **Type:** Balanced
- **Annual fee:** 0.9%
- **Risk indicator:** 4 / 7

### Summer Growth Selection

- **Type:** Growth
- **Annual fee:** 0.89%
- **Risk indicator:** 4 / 7

### Summer Conservative Selection

- **Type:** Conservative
- **Annual fee:** 0.75%
- **Risk indicator:** 3 / 7

### Summer Australian Equities

- **Type:** Aggressive
- **Annual fee:** 0.9%
- **Risk indicator:** 5 / 7

### Summer New Zealand Equities

- **Type:** Aggressive
- **Annual fee:** 0.9%
- **Risk indicator:** 4 / 7

### Summer New Zealand Fixed Interest

- **Type:** Defensive
- **Annual fee:** 0.75%
- **Risk indicator:** 3 / 7

### Summer Global Fixed Interest

- **Type:** Defensive
- **Annual fee:** 0.75%
- **Risk indicator:** 3 / 7

### Summer Global Equities

- **Type:** Aggressive
- **Annual fee:** 0.89%
- **Risk indicator:** 5 / 7

### Summer Listed Property

- **Type:** Aggressive
- **Annual fee:** 0.9%
- **Risk indicator:** 5 / 7

### Summer New Zealand Cash

- **Type:** Defensive
- **Annual fee:** 0.5%
- **Risk indicator:** 1 / 7

## Sources

- FMA Disclose: <https://disclose-register.companiesoffice.govt.nz/>
- HTML page: <https://fundcompare.co.nz/funds/summer>
- Machine-readable: <https://fundcompare.co.nz/api/provider/summer/facts.json>

*FundCompare.co.nz publishes mechanical comparison data from FMA Disclose, IRD, and provider PDSes. We are not a Financial Advice Provider; content is information only. KiwiSaver® is a registered trade mark of IRD.*

*Generated: 2026-10-09*