Forsyth Barr KiwiSaver Quarterly Disclosure Statements

Below are the Forsyth Barr KiwiSaver Scheme Quarterly Disclosure Statements
for the period June 2016.

Below are the Forsyth Barr KiwiSaver Scheme Quarterly 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 Quarterly 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.

Annual Disclosure Statements (for the 12 months to 31 March 2016) are also available.

If you have any queries regarding the documents contact us on 0800 367 227

Quarterly disclosure statements
For the 12 months to June 2016

Disclosure statements for the 12 months to September 2013
Disclosure statements for the 12 months to December 2013
Disclosure statements for the 12 months to March 2014
Disclosure statements for the 12 months to June 2014
Disclosure statements for the 12 months to September 2014
Disclosure statements for the 12 months to December 2014
Disclosure statements for the 12 months to March 2015
Disclosure statements for the 12 months to June 2015
Disclosure statements for the 12 months to September 2015
Disclosure statements for the 12 months to December 2015
Disclosure statements for the 12 months to March 2016

 

Data files
For the 12 months to June 2016

Data files for the 12 months to September 2013
Data files for the 12 months to December 2013
Data files for the 12 months to March 2014
Data files for the 12 months to June 2014
Data files for the 12 months to September 2014
Data files for the 12 months to December 2014
Data files for the 12 months to March 2015
Data files for the 12 months to June 2015
Data files for the 12 months to September 2015
Data files for the 12 months to December 2015
Data files for the 12 months to March 2016

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