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Summer logo

Fund manager

Summer

Forsyth Barr Investment Management Limited

Forsyth Barr-owned retail investment brand with a Selection multi-asset range and single-asset-class index funds.

Funds tracked
8
Headquarters
Dunedin
Parent
Forsyth Barr
Summer websiteRead the Summer review →

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Other NZ managers in Diversified

Scheme governance

Audit, trustee, history

Diversified Funds

Aggressive, growth, balanced and conservative one-stop funds.

3 funds
Summer Balanced Selection
Fee
1.02%
5y return
3.36%
Risk
4/7
PIE · capped at PIR (max 28%)balanced
Summer Conservative Selection
Fee
0.87%
5y return
2.17%
Risk
3/7
PIE · capped at PIR (max 28%)conservative
Summer Growth Selection
Fee
1.02%
5y return
4.51%
Risk
4/7
PIE · capped at PIR (max 28%)growth

Australasian Equities

NZ and Trans-Tasman shares — active, index and ETF wrappers.

1 fund
Summer Australian Equities
Fee
1.02%
5y return
8.01%
Risk
5/7
PIE · capped at PIR (max 28%)growth

International Equities

Global, US, Europe, Asia, emerging markets and thematic.

1 fund
Summer Global Equities
Fee
1.02%
5y return
6.87%
Risk
5/7
PIE · capped at PIR (max 28%)growth

International Fixed Interest

Global aggregate, corporate and sovereign bonds.

1 fund
Summer Global Fixed Interest
Fee
0.87%
5y return
0.20%
Risk
3/7
PIE · capped at PIR (max 28%)conservative

Listed Property

NZ, Australian and global REITs.

1 fund
Summer Listed Property
Fee
1.02%
5y return
2.69%
Risk
5/7
PIE · capped at PIR (max 28%)balanced

Cash and Cash Equivalents

On-call and short-duration cash funds.

1 fund
Summer New Zealand Cash
Fee
0.62%
5y return
2.41%
Risk
1/7
PIE · capped at PIR (max 28%)conservative

Questions about Summer

How many managed funds does Summer offer in New Zealand?▾

Summer runs 8 retail managed funds available to New Zealand investors, across 6 asset classes: Australasian Equities, Diversified Funds, International Equities, International Fixed Interest, Listed Property, Cash and Cash Equivalents. Counts are taken from the FMA Disclose register.

What does Summer charge?▾

Annual fund charges across Summer's 8 funds with published data range from 0.62% to 1.02% per year. The charge is deducted from the fund, not billed separately. Figures come from each fund's Quarterly Fund Update via the FMA Disclose register.

Is Summer a licensed fund manager in New Zealand?▾

Summer operates in New Zealand as Forsyth Barr Investment Management Limited. Managed investment schemes offered to NZ retail investors must be registered on the FMA Disclose register and operated by a licensed manager with a licensed supervisor. Each fund page links to its Disclose record so the registration can be checked directly.

Are Summer's funds PIEs?▾

8 of Summer's 8 funds are Portfolio Investment Entities (PIE). A PIE taxes investment income at your Prescribed Investor Rate, capped at 28%, rather than at your marginal income tax rate.

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