Summer KiwiSaver

Summer is a KiwiSaver provider that is part of NZ investment firm Forsyth Barr.

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If you’re considering opening a KiwiSaver fund with Summer, check out Canstar’s latest Star Ratings for its products.

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Types of Summer KiwiSaver

Summer has four investment options, each offering a different level of potential return and targeted to the needs of a different life stage. The funds range from a Conservative Selection, to their higher risk Growth Selection. The funds contain varying mixes of assets, with cash and fixed-interest bonds (income assets) making up most of the conservative funds, and equities (growth assets) making up more of the growth option:

  • Conservative Selection
  • Balanced Selection
  • Growth Selection
  • My Plan

The My Plan scheme allows you to create your own portfolio of investments by choosing any combination of Summer’s funds, which include: NZ Cash, NZ Fixed Interest, Global Fixed Interest, NZ Equities, Australian Equities, Listed Property, Global Equities, plus the Conservative, Balanced and Growth selections.

Eligibility to open a Summer KiwiSaver account

Most New Zealanders can join KiwiSaver. Find out if you’re eligible on the government’s KiwiSaver website.

Join or transfer to a Summer KiwiSaver account

Apply online on the Summer website.

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Written by: Bruce Pitchers | Last updated: November 2, 2020