FORSYTH BARR INVESTMENT MANAGEMENT LIMITED KiwiSaver Review
Independent analysis of FORSYTH BARR INVESTMENT MANAGEMENT LIMITED's KiwiSaver scheme based on FMA data, performance metrics, and fee structures. Last updated: May 2026.
Quick Summary
✅ Key Highlights
- • Good choice: 10 fund options available
- • Highest 5-yr return: Summer Australian Equities (8.01% over 5 years)
📊 At a Glance
- • Average fees: 0.82% per year
- • 5-year returns: 2.76%
- • Fund options: 10 funds
- • Total members: 7k+
- • Assets under management: $0.4B
Summer KiwiSaver Scheme — issued and managed by Forsyth Barr Investment Management Limited (a licensed manager of registered schemes, part of the Forsyth Barr group). For the manager profile see /providers/forsyth-barr.
Performance Analysis
All Summer KiwiSaver Scheme Funds
| Fund Name | Type | 5-Year Return | Fees | Risk | Members |
|---|---|---|---|---|---|
| Summer Australian Equities | Aggressive | 8.01% | 0.90% | N/A | 721 |
| Summer Global Equities | Aggressive | 6.87% | 0.90% | N/A | 802 |
| Summer Growth | Growth | 4.51% | 0.90% | N/A | 1,676 |
| Summer Balanced | Balanced | 3.36% | 0.90% | N/A | 2,009 |
| Summer New Zealand Cash | Defensive | 2.41% | 0.50% | N/A | 201 |
| Summer Conservative | Conservative | 2.17% | 0.75% | N/A | 228 |
| Summer New Zealand Equities | Aggressive | 1.46% | 0.90% | N/A | 734 |
| Summer New Zealand Fixed Interest | Defensive | 1.24% | 0.75% | N/A | 298 |
| Summer Global Fixed Interest | Defensive | 0.22% | 0.75% | N/A | 100 |
| Summer Listed Property | Aggressive | -2.69% | 0.90% | N/A | 483 |
Is Summer Right For You?
✅ Good Fit If You:
- •Want proven fund management
- •Want choice between multiple fund types
- •Have 20+ years until retirement
🔍 Compare Alternatives If:
- •You want the absolute lowest fees (check Simplicity, Kernel)
- •You want providers with stronger performance (check Milford, Fisher Funds)
- •You prefer ethical/sustainable investing
- •You're buying your first home soon
Compare Alternatives
Consider these alternatives to find a match for your goals:
AE KIWISAVER LIMITED
Always Ethical provides ethical KiwiSaver and investment funds that focus on responsible investing.
AMP WEALTH MANAGEMENT NEW ZEALAND LIMITED
AMP offers KiwiSaver and investment solutions with a strong track record and flexible options.
ANZ NEW ZEALAND INVESTMENTS LIMITED
ANZ provides a wide range of KiwiSaver and investment funds tailored for diverse financial goals.
AROTAHI TRUST LIMITED
Arotahi delivers KiwiSaver and investment solutions with a focus on secure and sustainable growth.
Ready to Compare All Providers?
See how Summer stacks up against all 30+ KiwiSaver providers side-by-side.
Disclaimer: This analysis is based on publicly available data from the FMA and provider disclosures as of October 2025. Past performance does not guarantee future results. This is not financial advice. Please consult a licensed financial adviser before making investment decisions.
Data sources: FMA KiwiSaver Quarterly Reports, FORSYTH BARR INVESTMENT MANAGEMENT LIMITED Product Disclosure Statements, provider websites.
