Name: Summer Balanced — KiwiSaver scheme fund data
Creator: FORSYTH BARR INVESTMENT MANAGEMENT LIMITED
License: https://disclose-register.companiesoffice.govt.nz/

FundCompare

Summer Balanced (FORSYTH BARR INVESTMENT MANAGEMENT LIMITED) Fund Overview | FundCompare.co.nz

Top 10 investments

These assets make up 33.67% of this fund.

	Asset	Asset Class	Type	Country	% of Fund
	Hunter Global Fixed Interest Fund				18.09
	New Zealand Government 14/04/2033				3.5
	New Zealand Government 15/05/2032				2.00
	Vanguard ESG US Stock ETF				1.89
	Limited				1.87
	New Zealand Government				1.5
	Precinct Properties New Zealand Limited				1.35
	Goodman Property Trust				1.33
	Microsoft Corporation				1.07
	Kiwi Property Group Limited				1.07

Holdings changes

We have one quarter of holdings data on file (31 Mar 2026). The first comparison appears once the next Quarterly Fund Update is ingested.

Fees

0.9%

This Fund

0.93%

Average Balanced Kiwisaver funds

The blue segment shows the annual fees you’d pay if you invested $30,000 in this fund. The grey segment represents the typical yearly fees for an average Balanced KiwiSaver scheme fund, so you can compare them directly.

Smaller Fees, Bigger Potential

When it comes to investing, spending more doesn’t automatically lead to stronger results. In fact, higher fund fees can often eat into your returns. Remember, what you keep is calculated after fees and taxes are deducted. Because no one can predict how any fund will perform, it’s generally wise to look for options with lower costs whenever you can.

Fees breakdown

Fee Type	% Over a year	Amount paid on a 30k balance
total Total fund charges	0.90%	—

Quick examples

cURL

curl -s "https://fundcompare.co.nz/api/fund/summer/summer-balanced/facts.json" | jq .

Python

import requests
data = requests.get("https://fundcompare.co.nz/api/fund/summer/summer-balanced/facts.json").json()
print(data["fund_name" if "fund" == "fund" else "name"])

MCP (Claude Desktop / ChatGPT)

# Claude Code (CLI):
claude mcp add --transport http fundcompare https://fundcompare.co.nz/mcp

# Cursor / Cline / Continue (settings JSON):
{ "mcpServers": { "fundcompare": { "url": "https://fundcompare.co.nz/mcp" } } }

# Claude Desktop (UI): Settings → Connectors → Add custom connector
#   URL: https://fundcompare.co.nz/mcp

# Claude Desktop via JSON (uses npx mcp-remote bridge):
{ "mcpServers": { "fundcompare": {
  "command": "npx", "args": ["-y", "mcp-remote", "https://fundcompare.co.nz/mcp"]
} } }

# Tools: search_funds, get_fund, get_provider, get_qfu_filing — anonymous, free.

Name	Forsyth Barr Investment Management Limited
Type	N/A
Website	summer.co.nz
NZBN	N/A
FSP Number	N/A

Asset liquidity ratio
Total value of fund	$130229606.97
Debt ratio

Summer Balanced

Returns

AI · API · Markdown

Identifiers

Endpoints for Summer Balanced

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Fund Types

Fees

Asset Mix

Key Takeaways

Asset mix

Your investment mix shapes your outcome

Top 10 investments

Fees

Smaller Fees, Bigger Potential

Fees breakdown

Returns

Returns: Reflecting the Past

Risks

Additional details

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cURL

Python

MCP (Claude Desktop / ChatGPT)

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Recent material changes