Fund manager
Forsyth Barr Investment Management Limited
Forsyth Barr Investment Management Limited manages 10 KiwiSaver scheme funds across 1 scheme, with combined assets of $357M.
Identifiers
- Average annual fee across managed funds
- 0.82%
Summer — 10 funds
| Fund | Type | Annual fee | 5y avg return | Fund size |
|---|---|---|---|---|
| Summer Global Fixed Interest | Defensive | 0.75% | 0.22% | $1M |
| Summer Australian Equities | Aggressive | 0.90% | 8.01% | $18M |
| Summer Global Equities | Aggressive | 0.90% | 6.87% | $43M |
| Summer Balanced | Balanced | 0.90% | 3.36% | $130M |
| Summer New Zealand Equities | Aggressive | 0.90% | 1.46% | $19M |
| Summer Conservative | Conservative | 0.75% | 2.17% | $11M |
| Summer New Zealand Cash | Defensive | 0.50% | 2.41% | $5M |
| Summer New Zealand Fixed Interest | Defensive | 0.75% | 1.24% | $7M |
| Summer Listed Property | Aggressive | 0.90% | -2.69% | $8M |
| Summer Growth | Growth | 0.90% | 4.51% | $114M |
Manager identity and FSP registration sourced from the most recent FMA-filed Quarterly Fund Update for each fund. Supervisor, custodian, and auditor relationships are typically disclosed in each scheme's Product Disclosure Statement and Statement of Investment Policy and Objectives.
Compare every KiwiSaver scheme fund on the FMA Disclose register. Quarterly refresh from Sorted Smart Investor. Independent — not a Financial Advice Provider, general information only.
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