# Summer — NZ managed funds

**Legal entity:** Forsyth Barr Investment Management Limited
**Website:** <https://www.summer.co.nz>
**Head office:** Dunedin

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

## Active funds (8)

- [Summer Australian Equities](https://managedfunds.nz/funds/summer/australian-equities/) — australasian-equities
- [Summer Balanced Selection](https://managedfunds.nz/funds/summer/balanced-selection/) — diversified
- [Summer Conservative Selection](https://managedfunds.nz/funds/summer/conservative-selection/) — diversified
- [Summer Global Equities](https://managedfunds.nz/funds/summer/global-equities/) — international-equities
- [Summer Global Fixed Interest](https://managedfunds.nz/funds/summer/global-fixed-interest/) — international-fixed-interest
- [Summer Growth Selection](https://managedfunds.nz/funds/summer/growth-selection/) — diversified
- [Summer Listed Property](https://managedfunds.nz/funds/summer/listed-property/) — listed-property
- [Summer New Zealand Cash](https://managedfunds.nz/funds/summer/new-zealand-cash/) — cash

## Sources

- FMA Disclose: <https://disclose-register.companiesoffice.govt.nz/>
- HTML page: <https://managedfunds.nz/providers/summer/>

*ManagedFundsNZ mirrors publicly disclosed fund data from FMA Disclose, manager PDSes, and Sorted Smart Investor. We are not a Financial Advice Provider; content is information only.*

*Generated: 2026-05-22*