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  • Volatility in sharemarkets

    Investment markets can be volatile. At Summer we share our knowledge of investment markets via articles, research and market updates to keep you informed. The world is...

  • Understanding basic ratios

    *There are many terms you hear in relation to investment markets. * If you’re new to investing, understanding some of the basic ratios can help. Below Martin introduces...

  • Summer New Zealand Cash

    Summer New Zealand Cash fund performance summary as at 30 September 2019. Fund at a glance *Unit price[/the-summer-scheme/performance-information/unit-pricing/] (as at 30 September 2019):* $1.0415* * *Date the fund started:* 19...

  • Fees

    *Our fees are* *easy to understand and we do not charge a performance fee. * You will be charged fees for investing in the Scheme. Fees are...

  • The property ladder

    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 September 2019 *People scramble to get on the property ladder. I think home ownership is a good thing. However, getting on...

  • 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...