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
- Forsyth Barr KiwiSaver Scheme Balanced Portfolio
- Forsyth Barr KiwiSaver Scheme Growth Portfolio
- Forsyth Barr KiwiSaver Scheme Personal Choice Cash Management
- Forsyth Barr KiwiSaver Scheme Personal Choice NZ Fixed Interest
- Forsyth Barr KiwiSaver Scheme Personal Choice Premium Yield
- Forsyth Barr KiwiSaver Scheme Personal Choice New Zealand Equities
- Forsyth Barr KiwiSaver Scheme Personal Choice Australian Equities
- Forsyth Barr KiwiSaver Scheme Personal Choice Global Equities
- Forsyth Barr KiwiSaver Scheme Personal Choice Listed Property
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
- Forsyth Barr KiwiSaver Scheme Balanced Portfolio
- Forsyth Barr KiwiSaver Scheme Growth Portfolio
- Forsyth Barr KiwiSaver Scheme Personal Choice Cash Management
- Forsyth Barr KiwiSaver Scheme Personal Choice NZ Fixed Interest
- Forsyth Barr KiwiSaver Scheme Personal Choice Premium Yield
- Forsyth Barr KiwiSaver Scheme Personal Choice New Zealand Equities
- Forsyth Barr KiwiSaver Scheme Personal Choice Australian Equities
- Forsyth Barr KiwiSaver Scheme Personal Choice Global Equities
- Forsyth Barr KiwiSaver Scheme Personal Choice Listed Property
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