{
  "schemaVersion": "1.0",
  "canonicalUrl": "https://managedfunds.nz/funds/summer/global-equities/",
  "fetchedAt": "2026-05-22T05:19:08.607Z",
  "fund": {
    "slug": "global-equities",
    "name": "Summer Global Equities",
    "managerSlug": "summer",
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    "riskProfile": "growth",
    "isPie": true,
    "isEtf": null,
    "ticker": null,
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    "isResponsibleInvestment": null,
    "isThematic": null,
    "isFifNotPie": null,
    "shortDescription": null,
    "availableVia": [
      "direct"
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    "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": "international-equities",
    "name": "International Equities",
    "shortName": "International Equities"
  },
  "metrics": {
    "status": "ok",
    "matchScore": 3,
    "sortedFundName": "SUMMER GLOBAL EQUITIES",
    "sortedManager": "FORSYTH BARR INVESTMENT MANAGEMENT LIMITED summer.co.nz",
    "sortedUrl": "https://smartinvestor.sorted.org.nz/kiwisaver-and-managed-funds/SCH10648/OFR10856/FND1183/",
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    "source_doc": "sorted/SCH10648/OFR10856/FND1183",
    "source_doc_date": "2026-05-22",
    "source_doc_url": "https://smartinvestor.sorted.org.nz/kiwisaver-and-managed-funds/SCH10648/OFR10856/FND1183/",
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    "annualFundChargePct": 1.02,
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    "peerAvg5YearReturnPct": 5.65,
    "growthAssetsPct": 98.37,
    "incomeAssetsPct": 1.63,
    "fundSizeNzd": 43255198,
    "pdsUrl": "/disclose-document/b6f336e391007734/Summer-Kiwi-Saver-Scheme-Product-Disclosure-Statement-14-May-2026.pdf",
    "strategySummary": "“\n                            The Summer Global Equities fund invests in international shares. We aim to achieve long-term returns (before fees, taxes and other expenses) greater than the MSCI ACWI Net Total Return Index, 50% hedged to the New Zealand dollar.\n                            ”",
    "topHoldings": [
      {
        "asset": "Vanguard ESG US Stock ETF",
        "assetClass": "Shares",
        "type": "International Equities",
        "country": "US",
        "weightPct": 5.99
      },
      {
        "asset": "Microsoft Corporation",
        "assetClass": "Shares",
        "type": "International Equities",
        "country": "US",
        "weightPct": 3.38
      },
      {
        "asset": "Vanguard ESG International Stock ETF",
        "assetClass": "Shares",
        "type": "International Equities",
        "country": "US",
        "weightPct": 3.06
      },
      {
        "asset": "Alphabet Inc. Class A",
        "assetClass": "Shares",
        "type": "International Equities",
        "country": "US",
        "weightPct": 2.78
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      {
        "asset": "Apple Inc.",
        "assetClass": "Shares",
        "type": "International Equities",
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      },
      {
        "asset": "Amazon.Com Inc.",
        "assetClass": "Shares",
        "type": "International Equities",
        "country": "US",
        "weightPct": 1.81
      },
      {
        "asset": "Uber Technologies Inc",
        "assetClass": "Shares",
        "type": "International Equities",
        "country": "US",
        "weightPct": 1.62
      },
      {
        "asset": "Mastercard Inc.",
        "assetClass": "Shares",
        "type": "International Equities",
        "country": "US",
        "weightPct": 1.56
      },
      {
        "asset": "Nestle S.A.",
        "assetClass": "Shares",
        "type": "International Equities",
        "country": "CH",
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      {
        "asset": "Salesforce.Com, Inc.",
        "assetClass": "Shares",
        "type": "International Equities",
        "country": "US",
        "weightPct": 1.41
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    ],
    "fundStartDate": "19 September 2016",
    "minimumInvestmentNzd": null,
    "documents": [
      {
        "label": "SUMMER GLOBAL EQUITIES (FND1183) Full portfolio holdings 31 March 2026.xlsx Download the full portfolio holdings. XLSX, 0.31 KB",
        "href": "https://smartinvestor.sorted.org.nz/disclose-document/full-portfolio/FND1183/SUMMER-GLOBAL-EQUITIES-FND1183-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 GEF.pdf The quarterly update published by the provider PDF, 246.93 KB",
        "href": "https://smartinvestor.sorted.org.nz/disclose-document/854a8680412e8063/Summer-Kiwi-Saver-Fund-Update-GEF.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%20Global%20Equities",
    "sortedSmartInvestor": "https://smartinvestor.sorted.org.nz/kiwisaver-and-managed-funds/SCH10648/OFR10856/FND1183/",
    "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"
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}