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Understand Summer KiwiSaver scheme with National Capital – Your expert KiwiSaver adviser. While we do not work directly with Summer KiwiSaver, we include their funds in our KiwiSaver industry research. Our advice service is comprehensive, covering over 90% of the KiwiSaver market to ensure well researched, unbiased recommendations.
Why National Capital for KiwiSaver Advice?
At National Capital, we simplify the KiwiSaver advice process by providing expert, unbiased recommendations tailored to your needs. Our proprietary investment selection methodology is designed to help you build trust and confidence in your investments. Through this process we thoroughly evaluate KiwiSaver funds across the below 6 pillars to determine the best providers and funds for your goals and circumstances.
1
Performance After Fees
Quality and consistency of returns
25
pts
2
Fees Alignment
Assessment of value provided for fees charged.
15
pts
3
Organisational Capability
The capability of the organisation to manage your money.
20
pts
4
Organisational Stability
Overall stability within a provider’s organisation.
10
pts
5
Processes & Portfolio Composition
Asset allocation, investing process and style consistency.
20
pts
6
Ethical Investing Considerations
Deep dive into the ethical investing claims of providers.
10
pts
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Summer KiwiSaver
Who is Summer KiwiSaver?
The Summer KiwiSaver Scheme is managed by Forsyth Barr Investment Management Limited, a licensed manager of registered schemes and part of the Forsyth Barr group of companies. Forsyth Barr is a New Zealand-owned investment firm with a history dating back to 1936. The scheme is structured as a trust, with Trustees Executors Limited acting as the Supervisor and custodian, ensuring that members’ investments are held separately from Forsyth Barr for their benefit
Summer KiwiSaver Scheme
The Summer KiwiSaver Scheme offers a selection of funds designed to cater to various investor profiles. Members can choose from diversified options such as Conservative, Balanced, and Growth Selections, or opt for individual asset class funds including New Zealand Cash, Fixed Interest, Equities, Australian Equities, Global Equities, and Listed Property. This flexibility allows investors to tailor their portfolios according to their risk tolerance and investment goals.
How Does Summer Invest?
The investment strategy of the Summer KiwiSaver Scheme involves active management with a focus on long-term returns. The funds are managed by Octagon Asset Management Limited, which is responsible for day-to-day investment decisions. The investment approach includes setting target asset allocations for each fund and employing strategies such as rebalancing and tactical asset allocation to respond to market conditions. Additionally, foreign currency exposures are actively managed, particularly for international and Australian equities, and listed property investments.
Does Summer Invest Responsibly?
Responsible investment is a core component of the Summer KiwiSaver Scheme’s investment philosophy. Environmental, Social, and Governance (ESG) considerations are integrated into the investment policies and procedures. The scheme employs a Responsible Investment Policy that includes negative screening to exclude investments in companies involved in activities such as the production of controversial weapons, tobacco products, and the capture and processing of whale meat. This policy is part of the scheme’s Statement of Investment Policy and Objectives (SIPO).
Last updated: 5th May 2025. | Source: Provider’s website