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Summer

last updated on 2018-08-23 12:28:29

Summer

Forsyth Barr brings you the Summer KiwiSaver scheme.

At Forsyth Barr, we understand how important your retirement is and as a New Zealand owned company, we have a history of over 80 years of helping New Zealanders achieve their investment objectives.  

Research is the cornerstone of Forsyth Barr investment advice. We have one of New Zealand's leading teams of analysts. Our global affiliations ensure comprehensive research coverage of all major investment markets.

Forsyth Barr has partnered with experienced Authorised Financial Adviser, author of over twenty books and financial commentator Martin Hawes. As Chair of the Summer Investment Committee, he and our Investment Managers will provide information and guidance to help you make sense of what is happening in the markets and what you might need to be thinking about.

Fund performance 5 year

9.07%

Fund type

Aggressive

NZ invested Assets

0.00

Estimated annual fees

0.9%

Fund performance 5 year

9%

Fund type

Aggressive

NZ invested Assets

89.65%

Estimated annual fees

0.9%

Fund performance 5 year

6.37%

Fund type

Aggressive

NZ invested Assets

91.77%

Estimated annual fees

0.9%

Fund performance 5 year

5.18%

Fund type

Balanced

NZ invested Assets

51.97%

Estimated annual fees

0.9%

Fund performance 5 year

3.32%

Fund type

Aggressive

NZ invested Assets

1.62%

Estimated annual fees

0.9%

Fund performance 5 year

1.26%

Fund type

No data

NZ invested Assets

27.15%

Estimated annual fees

0.5%

Fund performance 5 year

0.99%

Fund type

No data

NZ invested Assets

9.93%

Estimated annual fees

0.75%

Fund performance 5 year

0.93%

Fund type

No data

NZ invested Assets

84.59%

Estimated annual fees

0.75%

Fund performance 5 year

-

Fund type

No data

NZ invested Assets

53.01%

Estimated annual fees

0.75%


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