{
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  "canonicalUrl": "https://managedfunds.nz/funds/summer/conservative-selection/",
  "fetchedAt": "2026-05-22T05:19:08.607Z",
  "fund": {
    "slug": "conservative-selection",
    "name": "Summer Conservative Selection",
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    "slug": "summer",
    "name": "Summer",
    "legalName": "Forsyth Barr Investment Management Limited",
    "parent": "Forsyth Barr",
    "website": "https://www.summer.co.nz",
    "hq": "Dunedin"
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    "name": "Diversified Funds",
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    "sortedFundName": "SUMMER CONSERVATIVE SELECTION",
    "sortedManager": "FORSYTH BARR INVESTMENT MANAGEMENT LIMITED summer.co.nz",
    "sortedUrl": "https://smartinvestor.sorted.org.nz/kiwisaver-and-managed-funds/SCH10648/OFR10856/FND13670/",
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    "source_doc": "sorted/SCH10648/OFR10856/FND13670",
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    "strategySummary": "“\n                            The Summer Conservative Selection fund invests in a greater exposure to cash and fixed interest investments and a lesser exposure to equity and property investments. We aim to achieve long-term returns (before fees, taxes and other expenses) greater than a composite benchmark. Investors can expect low to moderate levels of movement up and down in value, and longer-term returns that are lower than those of the Summer Balanced Selection (but with less risk).\n                            ”",
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    "fundStartDate": "8 April 2019",
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      {
        "label": "SUMMER CONSERVATIVE SELECTION (FND13670) Full portfolio holdings 31 March 2026.xlsx Download the full portfolio holdings. XLSX, 0.36 KB",
        "href": "https://smartinvestor.sorted.org.nz/disclose-document/full-portfolio/FND13670/SUMMER-CONSERVATIVE-SELECTION-FND13670-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"
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      {
        "label": "Summer Kiwi Saver Fund Update CON.pdf The quarterly update published by the provider PDF, 248.59 KB",
        "href": "https://smartinvestor.sorted.org.nz/disclose-document/96baf8f1efcaf479/Summer-Kiwi-Saver-Fund-Update-CON.pdf"
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      {
        "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"
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  "sources": {
    "fmaDisclose": "https://disclose-register.companiesoffice.govt.nz/search?searchType=ALL&q=Summer%20Conservative%20Selection",
    "sortedSmartInvestor": "https://smartinvestor.sorted.org.nz/kiwisaver-and-managed-funds/SCH10648/OFR10856/FND13670/",
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    "contact": "hello@managedfunds.nz"
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