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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 website Read the Summer review →

Peer managers

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

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