Forsyth Barr KiwiSaver Scheme Quarterly Disclosure Statements for the period March 2014

Below are the Forsyth Barr KiwiSaver Scheme Quarterly Disclosure Statements
for the period March 2014

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 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 periodic disclosure documents contact us on 0800 367 227

Quarterly disclosure statements
For the 12 months to March 2014


Data files
For the 12 months to March 2014

 

View quarterly disclosure statements for other periods.

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