Determine your investment profile

Defensive, Conservative, Balanced, Growth…  Not sure which investment profile is right for you? 

Using the Summer KiwiSaver scheme Investment Profile tool to answer questions about your age, interest and experience in investing, attitude to risk and volatility and your investment timeframe, may help determine which fund or combination of funds in the Summer KiwiSaver scheme might be right for you. We encourage you to read the product disclosure statement and latest quarterly fund update for more information about the funds. 

To get started, login if you already have an account or register with your email address to create one. Registering will also give you access to read our Summer insights newsletter and updates from Martin Hawes.

Once you’ve completed the tool’s questionnaire, you will be able to easily apply the suggested fund(s) to your Summer KiwiSaver scheme account or during the application process, if you choose to.

 

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