Summer — recent changes
Quarter-by-quarter material-events feed for the Forsyth Barr Investment Management Limited KiwiSaver scheme. Events derived from FMA-filed Quarterly Fund Updates; each row cites the QFU date that surfaced it.
Currently tracks: annual-fee changes (any delta), material AUM changes (>20% quarter-over-quarter), and new-fund entries (funds first appearing in coverage within the last 18 months). PDS / SIPO / Annual Report text-diff events layer in once per-scheme extractors ship.
Coverage span: 2026-03-31 → 2026-06-30
Event log
Annual fee decreased from 0.62% to 0.50% in the QFU dated 2026-06-30.
Before: 0.62% → After: 0.50%
Fund size shrank by 28% from $4.9M to $3.6M between 2026-03-31 and 2026-06-30.
Before: $4.9M → After: $3.6M
Annual fee decreased from 0.87% to 0.75% in the QFU dated 2026-06-30.
Before: 0.87% → After: 0.75%
Annual fee decreased from 0.87% to 0.75% in the QFU dated 2026-06-30.
Before: 0.87% → After: 0.75%
Annual fee decreased from 1.02% to 0.90% in the QFU dated 2026-06-30.
Before: 1.02% → After: 0.90%
Annual fee decreased from 1.02% to 0.90% in the QFU dated 2026-06-30.
Before: 1.02% → After: 0.90%
Annual fee decreased from 1.02% to 0.89% in the QFU dated 2026-06-30.
Before: 1.02% → After: 0.89%
Annual fee decreased from 0.87% to 0.75% in the QFU dated 2026-06-30.
Before: 0.87% → After: 0.75%
Annual fee decreased from 1.02% to 0.90% in the QFU dated 2026-06-30.
Before: 1.02% → After: 0.90%
Annual fee decreased from 1.02% to 0.89% in the QFU dated 2026-06-30.
Before: 1.02% → After: 0.89%
Annual fee decreased from 1.02% to 0.90% in the QFU dated 2026-06-30.
Before: 1.02% → After: 0.90%
Summer New Zealand Cash first appears in our coverage at fee 0.62%.
Summer New Zealand Fixed Interest first appears in our coverage at fee 0.87%.
Summer Global Fixed Interest first appears in our coverage at fee 0.87%.
Summer New Zealand Equities first appears in our coverage at fee 1.02%.
Summer Australian Equities first appears in our coverage at fee 1.02%.
Summer Global Equities first appears in our coverage at fee 1.02%.
Summer Conservative Selection first appears in our coverage at fee 0.87%.
Summer Balanced Selection first appears in our coverage at fee 1.02%.
Summer Growth Selection first appears in our coverage at fee 1.02%.
Summer Listed Property first appears in our coverage at fee 1.02%.
How this works
We watch every Quarterly Fund Update filed by Summer on the FMA Disclose register, ingest the underlying PDF, and emit an event row whenever a watched field (fee, AUM, new fund) changes between consecutive quarters. The full underlying time series is available at each fund's fund page.
Counts and verbatim numbers only — not financial advice. Past performance is not a reliable indicator of future returns. 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.
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