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  • Summer Listed Property

    Summer Listed Property fund performance summary as at 28 February 2019. Fund at a glance *Unit price[/the-summer-scheme/performance-information/unit-pricing/] (as at 28 February 2019): *$1.1380* * *Date the fund started: *19 September 2016 For...

  • Family Trusts by Martin Hawes

    Martin Hawes *Martin Hawes[/the-summer-scheme/about-us/martin-hawes/][the-summer-scheme/about-us/meet-our-investment-managers/#Martin]*Chair, Summer Investment Committee New Zealand has more family trusts per head of population than any other country. Supposedly there are around 450,000 trusts...

  • Summer Australian Equities

    Summer Australian Equities fund performance summary as at 28 February 2019.  Fund at a glance *Unit price[/the-summer-scheme/performance-information/unit-pricing/] (as at 28 February 2019):* $1.2247* * *Date the fund started: *19 September 2016 For information...

  • Summer New Zealand Fixed Interest

    Summer New Zealand Fixed Interest fund performance summary as at 28 February 2019. Fund at a glance *Unit price[/the-summer-scheme/performance-information/unit-pricing/] (as at 28 February 2019): *$1.0825 **Date the fund started:* *19 September...

  • Summer Global Equities

    Summer Global Equities fund performance summary as at 28 February 2019. Fund at a glance *Unit price[/the-summer-scheme/performance-information/unit-pricing/] (as at 28 February 2019): *$1.2791* * *Date the fund started: *19 September 2016 For...

  • Summer Global Fixed Interest

    Summer Global Fixed Interest fund performance summary as at 28 February 2019.  Fund at a glance *Unit price[/the-summer-scheme/performance-information/unit-pricing/] (as at 28 February 2019):* $1.0454* * *Date the fund started:* 19 September 2016 For...

  • Martin Hawes on the value of cash

    Martin Hawes *Martin Hawes[/the-summer-scheme/about-us/martin-hawes/][the-summer-scheme/about-us/meet-our-investment-managers/#Martin]*Chair, Summer Investment Committee *In times of trouble cash is king.* As I write, events in Korea have most markets jittery. While there has been...

  • FMA KiwiSaver tracker

    The Financial Markets Authority released their *KiwiSaver tracker* in 2017. This tracker enables KiwiSavers to see the annual percentage return of their fund before and after fees are charged...

  • Pay yourself first

    Martin Hawes *Martin Hawes[/the-summer-scheme/about-us/martin-hawes/][the-summer-scheme/about-us/meet-our-investment-managers/#Martin]*Chair, Summer Investment Committee February 2019 *It’s hard to save. To save means that you have to give up something now so that you can...

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