Fund performance 5 year
9.07%
Fund type
Aggressive
NZ invested Assets
0.00
Estimated annual fees
0.9%
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%