Forsyth Barr KiwiSaver Scheme Annual Disclosure Statements

Below are the Forsyth Barr KiwiSaver Scheme Annual Disclosure Statements. These disclosure statements are prepared in accordance with the KiwiSaver (Periodic Disclosure) Regulations 2013. These are here to assist you make an easy comparison between KiwiSaver Funds, as well as outlining what each Fund invests into, it’s past performance and fees charged for the year. 

In addition, the data files are provided for each Fund and contain the same information as the Annual Disclosure Statements as well as some additional information, including information showing the impact of lower tax rates on performance. This file is in .CSV format allowing you to save the information in your own database if you wish to.

If you have any queries regarding the documents contact us on 0800 367 227.  Quarterly Disclosure Statements are also available.

Annual disclosure statements (PDF)

For the 12 months to March 2016

Annual Disclosure statements for the 12 months to March 2015
Annual Disclosure statements for the 12 months to March 2014

Data files (CSV Files)

For the 12 months to March 2016

Data files for the 12 months to March 2015
Data files for the 12 months to March 2014

Forsyth Barr KiwiSaver Scheme's name has changed to Summer KiwiSaver scheme. For more information please visit www.summer.co.nz

If you're new to investing or just have a question please call us: 0800 367 227