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  • Volatility in sharemarkets

    Investment markets can be volatile. Summer keeps you informed. The world is a complex place. While we often feel a little protected here in New Zealand, the...

  • 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 31 July 2019. Fund at a glance *Unit price[/the-summer-scheme/performance-information/unit-pricing/] (as at 31 July 2019):* $1.0399* * *Date the fund started:* 19...

  • Fees

    *Our fees are simple. * You will be charged fees for investing in the Scheme. Fees are deducted from your investment and reduce your returns. *Annual fund charges:...

  • 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...

  • Statement of Investment Policy and Objectives

    The Statement of Investment Policy and Objectives (SIPO) describes the investment policies and objectives of the Summer KiwiSaver scheme. Adobe PDF file icon 24x24 *Summer KiwiSaver scheme...