{
  "schemaVersion": "1.0",
  "canonicalUrl": "https://managedfunds.nz/funds/summer/australian-equities/",
  "fetchedAt": "2026-05-22T05:19:08.605Z",
  "fund": {
    "slug": "australian-equities",
    "name": "Summer Australian Equities",
    "managerSlug": "summer",
    "category": "australasian-equities",
    "riskProfile": "growth",
    "isPie": true,
    "isEtf": null,
    "ticker": null,
    "isHedged": null,
    "isResponsibleInvestment": null,
    "isThematic": null,
    "isFifNotPie": null,
    "shortDescription": null,
    "availableVia": [
      "direct"
    ],
    "dataStatus": "pending-ingestion"
  },
  "manager": {
    "slug": "summer",
    "name": "Summer",
    "legalName": "Forsyth Barr Investment Management Limited",
    "parent": "Forsyth Barr",
    "website": "https://www.summer.co.nz",
    "hq": "Dunedin"
  },
  "category": {
    "slug": "australasian-equities",
    "name": "Australasian Equities",
    "shortName": "Australasian Equities"
  },
  "metrics": {
    "status": "ok",
    "matchScore": 3,
    "sortedFundName": "SUMMER AUSTRALIAN EQUITIES",
    "sortedManager": "FORSYTH BARR INVESTMENT MANAGEMENT LIMITED summer.co.nz",
    "sortedUrl": "https://smartinvestor.sorted.org.nz/kiwisaver-and-managed-funds/SCH10648/OFR10856/FND990/",
    "fetchedAt": "2026-05-22T03:05:46.365Z",
    "source_doc": "sorted/SCH10648/OFR10856/FND990",
    "source_doc_date": "2026-05-22",
    "source_doc_url": "https://smartinvestor.sorted.org.nz/kiwisaver-and-managed-funds/SCH10648/OFR10856/FND990/",
    "source_tier": "C",
    "riskIndicator": 5,
    "annualFundChargePct": 1.02,
    "peerAvgFeePct": 0.85,
    "fiveYearReturnPct": 8.01,
    "peerAvg5YearReturnPct": 5.65,
    "growthAssetsPct": 98.37,
    "incomeAssetsPct": 1.63,
    "fundSizeNzd": 17480935,
    "pdsUrl": "/disclose-document/b6f336e391007734/Summer-Kiwi-Saver-Scheme-Product-Disclosure-Statement-14-May-2026.pdf",
    "strategySummary": "“\n                            The Summer Australian Equities fund invests mostly in Australian shares, and can invest in New Zealand listed shares where the company has meaningful operations in Australia. We aim to achieve long-term returns (before fees, taxes and other expenses) greater than the S&P/ASX 200 Accumulation Index, 50% hedged to the New Zealand dollar.\n                            ”",
    "topHoldings": [
      {
        "asset": "BHP Group Limited",
        "assetClass": "Shares",
        "type": "Australasian Equities",
        "country": "AU",
        "weightPct": 9.69
      },
      {
        "asset": "Commonwealth Bank of Australia Limited",
        "assetClass": "Shares",
        "type": "Australasian Equities",
        "country": "AU",
        "weightPct": 7.1
      },
      {
        "asset": "Westpac Banking Corporation",
        "assetClass": "Shares",
        "type": "Australasian Equities",
        "country": "AU",
        "weightPct": 4.68
      },
      {
        "asset": "Australia and New Zealand Banking Group Limited",
        "assetClass": "Shares",
        "type": "Australasian Equities",
        "country": "AU",
        "weightPct": 4.06
      },
      {
        "asset": "CSL Limited",
        "assetClass": "Shares",
        "type": "Australasian Equities",
        "country": "AU",
        "weightPct": 3.52
      },
      {
        "asset": "National Australia Bank Limited",
        "assetClass": "Shares",
        "type": "Australasian Equities",
        "country": "AU",
        "weightPct": 3.35
      },
      {
        "asset": "Rio Tinto Limited",
        "assetClass": "Shares",
        "type": "Australasian Equities",
        "country": "AU",
        "weightPct": 2.72
      },
      {
        "asset": "Macquarie Group Limited",
        "assetClass": "Shares",
        "type": "Australasian Equities",
        "country": "AU",
        "weightPct": 2.57
      },
      {
        "asset": "Telstra Group",
        "assetClass": "Shares",
        "type": "Australasian Equities",
        "country": "AU",
        "weightPct": 2.35
      },
      {
        "asset": "Goodman Group",
        "assetClass": "Property",
        "type": "Listed Property",
        "country": "AU",
        "weightPct": 2.24
      }
    ],
    "fundStartDate": "19 September 2016",
    "minimumInvestmentNzd": null,
    "documents": [
      {
        "label": "SUMMER AUSTRALIAN EQUITIES (FND990) Full portfolio holdings 31 March 2026.xlsx Download the full portfolio holdings. XLSX, 0.55 KB",
        "href": "https://smartinvestor.sorted.org.nz/disclose-document/full-portfolio/FND990/SUMMER-AUSTRALIAN-EQUITIES-FND990-Full-portfolio-holdings-31-March-2026.xlsx"
      },
      {
        "label": "Summer Kiwi Saver Scheme Product Disclosure Statement 14 May 2026.pdf How this investment works, including about the provider, risks, costs and potential returns PDF, 1.75 MB",
        "href": "https://smartinvestor.sorted.org.nz/disclose-document/b6f336e391007734/Summer-Kiwi-Saver-Scheme-Product-Disclosure-Statement-14-May-2026.pdf"
      },
      {
        "label": "Summer Kiwi Saver Fund Update AUEQ.pdf The quarterly update published by the provider PDF, 246.63 KB",
        "href": "https://smartinvestor.sorted.org.nz/disclose-document/d38af3d0c84c6d66/Summer-Kiwi-Saver-Fund-Update-AUEQ.pdf"
      },
      {
        "label": "Summer Kiwi Saver Scheme SIPO 14 May 2026.pdf This is the Statement of Investment Policy and Objectives for the Summer KiwiSaver Scheme PDF, 516.12 KB",
        "href": "https://smartinvestor.sorted.org.nz/disclose-document/ec1d4658442157dc/Summer-Kiwi-Saver-Scheme-SIPO---14-May-2026.pdf"
      },
      {
        "label": "Summer Kiwi Saver Scheme OMI 14 May 2026.pdf This document contains additional information relating to the Summer KiwiSaver Scheme PDF, 423.50 KB",
        "href": "https://smartinvestor.sorted.org.nz/disclose-document/65673d28b1ac1646/Summer-Kiwi-Saver-Scheme-OMI---14-May-2026.pdf"
      },
      {
        "label": "Summer Kiwi Saver Scheme SIPO 14 May 2026.pdf Statement of investment policy and objectives PDF, 516.12 KB",
        "href": "https://smartinvestor.sorted.org.nz/disclose-document/f2e0719e9dbf7d0b/Summer-Kiwi-Saver-Scheme-SIPO---14-May-2026.pdf"
      }
    ]
  },
  "sources": {
    "fmaDisclose": "https://disclose-register.companiesoffice.govt.nz/search?searchType=ALL&q=Summer%20Australian%20Equities",
    "sortedSmartInvestor": "https://smartinvestor.sorted.org.nz/kiwisaver-and-managed-funds/SCH10648/OFR10856/FND990/",
    "productDisclosureStatement": "/disclose-document/b6f336e391007734/Summer-Kiwi-Saver-Scheme-Product-Disclosure-Statement-14-May-2026.pdf"
  },
  "licence": {
    "reuse": "Citation with link-back to canonicalUrl required. No paid redistribution.",
    "contact": "hello@managedfunds.nz"
  }
}