We are investment specialists

We are part of Forsyth Barr Group and bring over 85 years of investment experience.

Learn more

Why join Summer?

  • Our investment manager is active – they respond to market opportunities, rather than tracking a market index irrespective of changing market circumstances.

  • We are focused on performance – view our latest performance information here.

  • We keep you informed – We share our knowledge, helping you stay informed both about your money and the broader investment market.

  • Responsible investment -  including environmental, social and governance considerations, is taken into account in the investment policies and procedures of the Scheme.

  • Join Summer today - It's quick and easy to complete the form to get the process underway. Just have your IRD number and New Zealand driver licence or passport ready.

Learn more about our investment options 
My Plan  |  Summer Conservative Selection | Summer Balanced Selection | Summer Growth Selection

Summer Summary

Summer KiwiSaver — At a glance (PDF, updated Jan 2026)

2 MB

Product Disclosure Statement (PDF, updated October 2025)

The current PDS for Summer KiwiSaver dated 14 October 2025 has been lodged with the Companies Office and is available on the disclose register and on our website.

It is also available as part of our online application process. Alternatively if you would like a hard copy please contact Summer on 0800 11 55 66 or email us.