FORSYTH BARR INVESTMENT MANAGEMENT LIMITED
The Summer KiwiSaver Scheme is operated by Forsyth Barr Investment Management Limited and serves 7,252 members with $0.36 billion in assets under management. The scheme offers 10 funds within a KiwiSaver scheme, providing a range of investment options across different risk profiles to suit varying member circumstances and time horizons.
The scheme charges an average annual fee of 0.82% across its funds, which includes Defensive, Aggressive, Balanced, Conservative, and Growth options. This structure allows members to select a fund within a KiwiSaver scheme aligned with their investment approach, whether they prioritise capital preservation or growth potential. This information is general in nature only and should not be construed as financial advice.
Assets
$357M
Total value
Average Return
2.76%
Five year
Average Fee 💰
0.82%
One Year
Total Investors
7.3K
Across all funds
FUND NAME | RISK LEVEL | 5Y RETURN | FEE💰 | Value | Growth Assets | Start Date |
|---|---|---|---|---|---|---|
| Summer Global Fixed Interest | Defensive | 0.22% | 0.75% | $1M | 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 Australian Equities | Aggressive | 8.01% | 0.9% | $18M | N/A | |
| Summer Global Equities | Aggressive | 6.87% | 0.9% | $43M | N/A | |
| Summer Conservative | Conservative | 2.17% | 0.75% | $11M | 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 New Zealand Cash | Defensive | 2.41% | 0.5% | $5M | N/A | |
| Summer Growth | Growth | 4.51% | 0.9% | $114M | N/A |
Governance & relationships
- Supervisor
- Data being compiled from PDS filings
- Custodian
- Data being compiled from PDS filings
- Auditor
- Data being compiled from Annual Reports
Manager identity sourced from the most recent FMA-filed Quarterly Fund Update. See the cross-scheme manager relationships map to see whether this manager operates across multiple schemes.
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.
AI · API · Markdown
Machine-readable surfaceEvery 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
One-click MCP install
Opens Cursor and adds the MCP server with one confirmation
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.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.
Compare every fund on the FMA Disclose register. Refreshed quarterly. Independent — FundCompare is not a Financial Advice Provider; general information only.
Compare
Learn
Important Information and Disclosure
The information provided on this website is not a recommendation to buy, sell, or hold any financial products. Nothing on this website constitutes financial advice for the purposes of the Financial Markets Conduct Act 2013. FundCompare.co.nz is not a licensed Financial Advice Provider.
Investing involves risk. The value of your investment can go down as well as up, and you may get back less than you put in. Past performance is not a reliable indicator of future returns.
Before making any investment decision, you should read the Product Disclosure Statement (PDS) for the fund carefully. If you have questions or are unclear about the implications of your investment decision, you should seek advice from a licensed Financial Advice Provider.
All information displayed is sourced from scheme providers, the Disclose Register, and the Sorted Smart Investor universal feed (operated by Te Ara Ahunga Ora Retirement Commission), or other publicly available sources. We take reasonable steps to ensure accuracy but cannot guarantee information is always current or complete.
FundCompare.co.nz may receive referral fees or commissions from scheme providers if you sign up via links on this website. These payments do not influence the order, ranking, or inclusion of products displayed.
For more information, please see our Terms of Service, Privacy Policy, and Disclosure Statement.
This website is operated by FundCompare.co.nz and is not endorsed by, or affiliated with, the New Zealand government or Inland Revenue. FundCompare.co.nz is using the KiwiSaver trade mark and logo under licence from Inland Revenue. To view the official New Zealand government KiwiSaver website, please click here.
© 2026 FundCompare.co.nz. All rights reserved.