{
  "schemaVersion": "1.0",
  "canonicalUrl": "https://managedfunds.nz/funds/summer/growth-selection/",
  "fetchedAt": "2026-05-22T05:19:08.609Z",
  "fund": {
    "slug": "growth-selection",
    "name": "Summer Growth Selection",
    "managerSlug": "summer",
    "category": "diversified",
    "riskProfile": "growth",
    "isPie": true,
    "isEtf": null,
    "ticker": null,
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    "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": "diversified",
    "name": "Diversified Funds",
    "shortName": "Diversified"
  },
  "metrics": {
    "status": "ok",
    "matchScore": 3,
    "sortedFundName": "SUMMER GROWTH SELECTION",
    "sortedManager": "FORSYTH BARR INVESTMENT MANAGEMENT LIMITED summer.co.nz",
    "sortedUrl": "https://smartinvestor.sorted.org.nz/kiwisaver-and-managed-funds/SCH10648/OFR10856/FND13671/",
    "fetchedAt": "2026-05-22T03:06:07.585Z",
    "source_doc": "sorted/SCH10648/OFR10856/FND13671",
    "source_doc_date": "2026-05-22",
    "source_doc_url": "https://smartinvestor.sorted.org.nz/kiwisaver-and-managed-funds/SCH10648/OFR10856/FND13671/",
    "source_tier": "C",
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    "peerAvg5YearReturnPct": 4.96,
    "growthAssetsPct": 77.76,
    "incomeAssetsPct": 22.24,
    "fundSizeNzd": 111486291,
    "pdsUrl": "/disclose-document/b6f336e391007734/Summer-Kiwi-Saver-Scheme-Product-Disclosure-Statement-14-May-2026.pdf",
    "strategySummary": "“\n                            The Summer Growth Selection fund invests in a lesser exposure to cash and fixed interest investments and a greater 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 moderate to high levels of movement up and down in value and, longer-term returns that are higher than those of the Summer Balanced Selection (but with more risk).\n                            ”",
    "topHoldings": [
      {
        "asset": "Hunter Global Fixed Interest Fund",
        "assetClass": "Bonds",
        "type": "International Fixed Interest",
        "country": "NZ",
        "weightPct": 4.97
      },
      {
        "asset": "Vanguard ESG US Stock ETF",
        "assetClass": "Shares",
        "type": "International Equities",
        "country": "US",
        "weightPct": 2.75
      },
      {
        "asset": "Fisher & Paykel Healthcare Corporation Limited",
        "assetClass": "Shares",
        "type": "Australasian Equities",
        "country": "NZ",
        "weightPct": 2.46
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      {
        "asset": "Microsoft Corporation",
        "assetClass": "Shares",
        "type": "International Equities",
        "country": "US",
        "weightPct": 1.55
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      {
        "asset": "Precinct Properties New Zealand Limited",
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        "weightPct": 1.53
      },
      {
        "asset": "Goodman Property Trust",
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        "type": "Listed Property",
        "country": "NZ",
        "weightPct": 1.51
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      {
        "asset": "Vanguard ESG International Stock ETF",
        "assetClass": "Shares",
        "type": "International Equities",
        "country": "US",
        "weightPct": 1.4
      },
      {
        "asset": "BHP Group Limited",
        "assetClass": "Shares",
        "type": "Australasian Equities",
        "country": "AU",
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        "asset": "Auckland International Airport Limited",
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        "type": "Australasian Equities",
        "country": "NZ",
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      {
        "asset": "Alphabet Inc. Class A",
        "assetClass": "Shares",
        "type": "International Equities",
        "country": "US",
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    ],
    "fundStartDate": "8 April 2019",
    "minimumInvestmentNzd": null,
    "documents": [
      {
        "label": "SUMMER GROWTH SELECTION (FND13671) Full portfolio holdings 31 March 2026.xlsx Download the full portfolio holdings. XLSX, 0.48 KB",
        "href": "https://smartinvestor.sorted.org.nz/disclose-document/full-portfolio/FND13671/SUMMER-GROWTH-SELECTION-FND13671-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 GRO.pdf The quarterly update published by the provider PDF, 250.26 KB",
        "href": "https://smartinvestor.sorted.org.nz/disclose-document/d71b2ddc6de2547f/Summer-Kiwi-Saver-Fund-Update-GRO.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%20Growth%20Selection",
    "sortedSmartInvestor": "https://smartinvestor.sorted.org.nz/kiwisaver-and-managed-funds/SCH10648/OFR10856/FND13671/",
    "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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}