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

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

Risk Level

Minimum Return 📈

Maximum Fee 💰

FUND NAME	RISK LEVEL	5Y RETURN	FEE💰	Value	Growth Assets
Summer Global Fixed Interest	Defensive	0.22%	0.75%	$1M	N/A
Summer Australian Equities	Aggressive	8.01%	0.9%	$18M	N/A
Summer Global Equities	Aggressive	6.87%	0.9%	$43M	N/A
Summer Balanced	Balanced	3.36%	0.9%	$130M	N/A
Summer New Zealand Equities	Aggressive	1.46%	0.9%	$19M	N/A
Summer Conservative	Conservative	2.17%	0.75%	$11M	N/A
Summer New Zealand Cash	Defensive	2.41%	0.5%	$5M	N/A
Summer New Zealand Fixed Interest	Defensive	1.24%	0.75%	$7M	N/A
Summer Listed Property	Aggressive	-2.69%	0.9%	$8M	N/A
Summer Growth	Growth	4.51%	0.9%	$114M	N/A

AI · API · Markdown

Machine-readable surface

Every provider 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

Short name: Summer
Funds operated: 10
Scheme(s): SUMMER KIWISAVER SCHEME

Endpoints for FORSYTH BARR INVESTMENT MANAGEMENT LIMITED

GET/api/provider/summer/facts.jsonapplication/jsonProvider profile + every fund (fees, returns, risk) in one structured payload.

GET/api/provider/summer/summary.mdtext/markdownPlain-markdown provider summary with funds table, citable by LLMs.

One-click MCP install

Install in Cursor1-click

Opens Cursor and adds the MCP server with one confirmation

Install in VS Code1-click

Opens VS Code MCP install dialog

Full per-client guide + ChatGPT GPT setup at /api/mcp.

Quick examples

cURL

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

Python

import requests
data = requests.get("https://fundcompare.co.nz/api/provider/summer/facts.json").json()
print(data["fund_name" if "provider" == "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.

Open Markdown Open Facts JSON Canonical HTML

FundCompare is not a Financial Advice Provider. Data is sourced from FMA Disclose, IRD, and Sorted Fund Finder. The endpoints above are free, public, and cached for one hour. KiwiSaver® is a registered trademark of Inland Revenue.

FMA Disclose filings (2)

Quarterly Fund Updates, Product Disclosure Statements, SIPOs, and Annual Reports indexed from the FMA Disclose register. Click into a filing for the per-fund extracted data.

Period	Type	Source PDFs	Status	Filing page
2026-Q1	QFU	10 PDFs	Extracted	Open filing →
2025-Q3	QFU	1 PDF	Extracted	Open filing →

Source: FMA Disclose register. Filings auto-refresh weekly via the FundCompare ingestion pipeline.

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FORSYTH BARR INVESTMENT MANAGEMENT LIMITED

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AI · API · Markdown

Identifiers

Endpoints for FORSYTH BARR INVESTMENT MANAGEMENT LIMITED

One-click MCP install

cURL

Python

MCP (Claude Desktop / ChatGPT)

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Tools

Important Information and Disclosure

FMA Disclose filings (2)