Determine your investment profile

Thank you for using the Summer KiwiSaver scheme Investment Profile tool to help determine which fund or combination of funds in the Summer KiwiSaver scheme might be right for you. 

We have six short questions below; just select the single best option for each. 

Your answers will provide an assessment of the time frame you are using your KiwiSaver account for, your attitude to risk alongside your appetite for returns and financial markets knowledge. 

Please Note: If you are planning to withdraw from your KiwiSaver account for a first house purchase or for retirement within the next three years, a Defensive profile may be the most appropriate for your KiwiSaver needs. If you are planning to withdraw from your KiwiSaver account for a first house purchase or for retirement in three to five years’ time, the Summer Conservative Selection may be the most appropriate fund for your KiwiSaver needs.

This investment profile is not a substitute for personalised advice. You can ask us for advice on your KiwiSaver account at any time and we will arrange for a financial adviser to contact you.