Summer KiwiSaver scheme

Summer KiwiSaver scheme Summer KiwiSaver scheme

If you are not satisfied with the service you have received from the Summer KiwiSaver scheme and want to make a complaint, please contact us at:
https://www.summer.co.nz/the-summer-scheme/about-us/complaints/

Performance information is now available for all of the Summer funds – view it on our website: https://ow.ly/ekuf50Z22AV...
20/05/2026

Performance information is now available for all of the Summer funds – view it on our website: https://ow.ly/ekuf50Z22AV.

(Remember, past performance is not a reliable guide to future performance). Forsyth Barr Investment Management Ltd is the issuer. Product Disclosure statement available at summer.co.nz.

In this month’s For My Money, Business Development Manager, Matt Hardwick, covers the importance of long-term investors ...
20/05/2026

In this month’s For My Money, Business Development Manager, Matt Hardwick, covers the importance of long-term investors staying invested through volatile markets, and summarises the recent SAA & TAA changes in Summer’s multi asset class funds.

Summer members can read the full article on our website: https://ow.ly/PZ7n50Z22AA.

Forsyth Barr Investment Management Ltd is the issuer. Product Disclosure Statement available at summer.co.nz

The latest Summer Insights newsletter is out now. In this month’s For My Money, Business Development Manager, Matt Hardw...
20/05/2026

The latest Summer Insights newsletter is out now.

In this month’s For My Money, Business Development Manager, Matt Hardwick, covers the importance of long-term investors staying invested through volatile markets, and summarises the recent SAA & TAA changes in Summer’s multi asset class funds.

Stay informed - if you’re subscribed, check your emails, or if you would like to receive our monthly newsletter, register below on our website: https://ow.ly/Xv1J50Z22zT.

Forsyth Barr Investment Management Ltd is the issuer. Product Disclosure Statement available at summer.co.nz. For information relating to Martin Hawes, visit martinhawes.com.

Performance information is now available for all of the Summer funds – view it on our website: https://ow.ly/I40450YQRRB...
28/04/2026

Performance information is now available for all of the Summer funds – view it on our website: https://ow.ly/I40450YQRRB.

(Remember, past performance is not a reliable guide to future performance). Forsyth Barr Investment Management Ltd is the issuer. Product Disclosure statement available at summer.co.nz.

In this month’s For My Money, Director, Chief Investment Officer, Paul Robertshawe, notes that while 2025’s geopolitical...
28/04/2026

In this month’s For My Money, Director, Chief Investment Officer, Paul Robertshawe, notes that while 2025’s geopolitical shifts had limited market impact, the 2026 Iranian conflict has quickly disrupted the investment outlook and increased uncertainty. Octagon emphasises maintaining diversification and sticking closely to long-term strategic asset allocation, while noting some opportunities in areas like energy and infrastructure.

Summer members can read the full article on our website: https://ow.ly/Fgjh50YQRR5.

Forsyth Barr Investment Management Ltd is the issuer. Product Disclosure Statement available at summer.co.nz

The latest Summer Insights newsletter is out now. In this month’s For My Money, Director, Chief Investment Officer, Paul...
28/04/2026

The latest Summer Insights newsletter is out now.

In this month’s For My Money, Director, Chief Investment Officer, Paul Robertshawe, notes that while 2025’s geopolitical shifts had limited market impact, the 2026 Iranian conflict has quickly disrupted the investment outlook and increased uncertainty. Octagon emphasises maintaining diversification and sticking closely to long-term strategic asset allocation, while noting some opportunities in areas like energy and infrastructure.

Stay informed - if you’re subscribed, check your emails, or if you would like to receive our monthly newsletter, register below on our website: https://ow.ly/YqZI50YQRPp.
Forsyth Barr Investment Management Ltd is the issuer. Product Disclosure Statement available at summer.co.nz. For information relating to Martin Hawes, visit martinhawes.com.

Beyond the Farm Gate: Why investing off-farm can help farmers buildFor many New Zealand farmers, the farm is everything...
31/03/2026


Beyond the Farm Gate: Why investing off-farm can help farmers build

For many New Zealand farmers, the farm is everything. It is the business, the family home, and often the main source of wealth. It has usually taken years (if not decades) of hard work, good decisions, and resilience to build. It is only natural, then, that when cash flow improves or debt reduces, the instinct is often to put more capital back into the farm. Sometimes that is the right call. But not always.

Read the full report here: https://ow.ly/XXie50YBygu

Connecting New Zealand's Trade with the World. An interview with Leonard Sampson, CEO of Port of Tauranga. Read the ful...
30/03/2026


Connecting New Zealand's Trade with the World.
An interview with Leonard Sampson, CEO of Port of Tauranga.

Read the full report here: https://ow.ly/NS8x50YAsxG

Iran Conflict: An Acute Energy Shock, Not a Permanent OneInvestors have once again been reminded that geopolitics can q...
26/03/2026


Iran Conflict: An Acute Energy Shock, Not a Permanent One

Investors have once again been reminded that geopolitics can quickly come to the fore. Conflict in the Middle East has disrupted energy supplies, pushed oil and gas prices sharply higher, and unsettled global markets. While geopolitical events can disrupt the global economy and trigger market volatility, it’s important to remember that such events are finite and are rarely the main driver of long-term investment returns.

Read the full report here: https://ow.ly/3TRI50YyXu9

Navigating the Ethics of Investing in DefenceWarfare is rapidly evolving, with drones, AI, cyber capabilities and space...
19/03/2026


Navigating the Ethics of Investing in Defence

Warfare is rapidly evolving, with drones, AI, cyber capabilities and space-based systems reshaping defence strategies. The sector is now deeply linked with technology, software, data and advanced manufacturing, blurring the line between civilian and military applications.

Read the full report here: https://ow.ly/MYr050Yw8G1

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Dunedin
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