# Summer — fund range

> Mechanical record of every retail managed fund run by Summer that we cover. Sourced from the FMA Disclose register. ManagedFundsNZ does not give financial advice and does not publish opinion-based ratings.

- **Legal entity:** Forsyth Barr Investment Management Limited
- **Parent:** Forsyth Barr
- **Headquarters:** Dunedin
- **Website:** https://www.summer.co.nz
- **Funds in our coverage:** 8
- **Asset classes covered:** 6 (Diversified, Australasian Equities, International Equities, International FI, Listed Property, Cash)

## About this manager

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

## Funds (8)

### Diversified Funds (3)

- [Summer Balanced Selection](https://managedfunds.nz/funds/summer/balanced-selection/) — balanced, PIE
- [Summer Conservative Selection](https://managedfunds.nz/funds/summer/conservative-selection/) — conservative, PIE
- [Summer Growth Selection](https://managedfunds.nz/funds/summer/growth-selection/) — growth, PIE

### Australasian Equities (1)

- [Summer Australian Equities](https://managedfunds.nz/funds/summer/australian-equities/) — growth, PIE

### International Equities (1)

- [Summer Global Equities](https://managedfunds.nz/funds/summer/global-equities/) — growth, PIE

### International Fixed Interest (1)

- [Summer Global Fixed Interest](https://managedfunds.nz/funds/summer/global-fixed-interest/) — conservative, PIE

### Listed Property (1)

- [Summer Listed Property](https://managedfunds.nz/funds/summer/listed-property/) — balanced, PIE

### Cash and Cash Equivalents (1)

- [Summer New Zealand Cash](https://managedfunds.nz/funds/summer/new-zealand-cash/) — conservative, PIE

## Per-fund Markdown feeds

Every fund above has a machine-readable Markdown twin at `<canonical>/markdown.md` and a structured-data twin at `<canonical>/data.json`. Example:

- HTML: https://managedfunds.nz/funds/summer/australian-equities/
- Markdown: https://managedfunds.nz/funds/summer/australian-equities/markdown.md
- JSON: https://managedfunds.nz/funds/summer/australian-equities/data.json

## Sources

- **FMA Disclose register** (primary; search for "Summer"): https://disclose-register.companiesoffice.govt.nz/search?searchType=ALL&q=Summer
- **Manager website:** https://www.summer.co.nz
- **Manager profile (HTML):** https://managedfunds.nz/providers/summer/

## Citations (authoritative primary sources)

- FMA Disclose register — https://disclose-register.companiesoffice.govt.nz/ (publisher: Financial Markets Authority, NZ)
- Inland Revenue — PIE / PIR rules — https://www.ird.govt.nz/roles/portfolio-investment-entities
- Financial Markets Conduct Act 2013 — https://www.legislation.govt.nz/act/public/2013/0069/latest/DLM4090578.html
- Sorted Smart Investor (cross-validation only) — https://smartinvestor.sorted.org.nz/

## This file

- **Canonical HTML:** https://managedfunds.nz/providers/summer/
- **Markdown (this file):** https://managedfunds.nz/providers/summer/markdown.md
- **First published:** 2026-05-08
- **Last refreshed:** 2026-05-22
- **Reuse licence:** citation with link back to the canonical HTML is granted. No paid redistribution. Full terms: https://managedfunds.nz/llms-policy.txt

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ManagedFundsNZ is independent. We are not a Financial Advice Provider. This page is general information sourced from the FMA Disclose register; it is not personalised financial advice. Read the current PDS and consider talking to a licensed adviser before investing.