{
  "schemaVersion": "1.0",
  "canonicalUrl": "https://managedfunds.nz/funds/summer/listed-property/",
  "fetchedAt": "2026-05-22T05:19:08.609Z",
  "fund": {
    "slug": "listed-property",
    "name": "Summer Listed Property",
    "managerSlug": "summer",
    "category": "listed-property",
    "riskProfile": "balanced",
    "isPie": true,
    "isEtf": null,
    "ticker": null,
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    "isThematic": null,
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    "shortDescription": null,
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      "direct"
    ],
    "dataStatus": "pending-ingestion"
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  "manager": {
    "slug": "summer",
    "name": "Summer",
    "legalName": "Forsyth Barr Investment Management Limited",
    "parent": "Forsyth Barr",
    "website": "https://www.summer.co.nz",
    "hq": "Dunedin"
  },
  "category": {
    "slug": "listed-property",
    "name": "Listed Property",
    "shortName": "Listed Property"
  },
  "metrics": {
    "status": "ok",
    "matchScore": 3,
    "sortedFundName": "SUMMER LISTED PROPERTY",
    "sortedManager": "FORSYTH BARR INVESTMENT MANAGEMENT LIMITED summer.co.nz",
    "sortedUrl": "https://smartinvestor.sorted.org.nz/kiwisaver-and-managed-funds/SCH10648/OFR10856/FND1186/",
    "fetchedAt": "2026-05-22T03:06:12.099Z",
    "source_doc": "sorted/SCH10648/OFR10856/FND1186",
    "source_doc_date": "2026-05-22",
    "source_doc_url": "https://smartinvestor.sorted.org.nz/kiwisaver-and-managed-funds/SCH10648/OFR10856/FND1186/",
    "source_tier": "C",
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    "fiveYearReturnPct": 2.69,
    "peerAvg5YearReturnPct": 5.65,
    "growthAssetsPct": 98.37,
    "incomeAssetsPct": 1.63,
    "fundSizeNzd": 7550792,
    "pdsUrl": "/disclose-document/b6f336e391007734/Summer-Kiwi-Saver-Scheme-Product-Disclosure-Statement-14-May-2026.pdf",
    "strategySummary": "“\n                            The Summer Listed Property fund invests in listed financial products issued by entities whose principal business involves the owning or managing of property, property-like assets or real assets. We aim to achieve long-term returns (before fees, taxes and other expenses) greater than the S&P/NZX All Real Estate Gross with Imputation Index.\n                            ”",
    "topHoldings": [
      {
        "asset": "Precinct Properties New Zealand Limited",
        "assetClass": "Property",
        "type": "Listed Property",
        "country": "NZ",
        "weightPct": 19.02
      },
      {
        "asset": "Goodman Property Trust",
        "assetClass": "Property",
        "type": "Listed Property",
        "country": "NZ",
        "weightPct": 18.17
      },
      {
        "asset": "Kiwi Property Group Limited",
        "assetClass": "Property",
        "type": "Listed Property",
        "country": "NZ",
        "weightPct": 14.58
      },
      {
        "asset": "Property For Industry Limited",
        "assetClass": "Property",
        "type": "Listed Property",
        "country": "NZ",
        "weightPct": 9.08
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      {
        "asset": "Vital Healthcare Property Trust",
        "assetClass": "Property",
        "type": "Listed Property",
        "country": "NZ",
        "weightPct": 8.63
      },
      {
        "asset": "Argosy Property Limited",
        "assetClass": "Property",
        "type": "Listed Property",
        "country": "NZ",
        "weightPct": 8.46
      },
      {
        "asset": "Stride Property Group",
        "assetClass": "Property",
        "type": "Listed Property",
        "country": "NZ",
        "weightPct": 6.49
      },
      {
        "asset": "Investore Property Limited",
        "assetClass": "Property",
        "type": "Listed Property",
        "country": "NZ",
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      },
      {
        "asset": "New Zealand Rural Land Company",
        "assetClass": "Property",
        "type": "Listed Property",
        "country": "NZ",
        "weightPct": 2.05
      },
      {
        "asset": "Summerset Group Holdings Limited",
        "assetClass": "Shares",
        "type": "Australasian Equities",
        "country": "NZ",
        "weightPct": 1.32
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    ],
    "fundStartDate": "19 September 2016",
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    "documents": [
      {
        "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 LPF.pdf The quarterly update published by the provider PDF, 247.03 KB",
        "href": "https://smartinvestor.sorted.org.nz/disclose-document/28d5c60cf4dc9e09/Summer-Kiwi-Saver-Fund-Update-LPF.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%20Listed%20Property",
    "sortedSmartInvestor": "https://smartinvestor.sorted.org.nz/kiwisaver-and-managed-funds/SCH10648/OFR10856/FND1186/",
    "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"
  }
}