FundSource KiwiSaver performance results

fund source logoFundSource, New Zealand's leading investment research house, ranked the Summer Investment Selection fund's returns 2nd out of 37 funds in the KiwiSaver Diversified Balanced category for the 12 months to 31 August 2018.

See the full report here: https://www.fundsource.co.nz/kiwisaver/performance-tables/#Balanced

The Summer KiwiSaver scheme, Summer Investment Selection fund returns and unit price as at 31 August 2018

Fund

1 Month

3 Months

1 Year

Annualised total since inception*

Unit price

Summer Investment Selection  1.57%  4.71%  11.00% 9.44% $1.2039

Fund returns are calculated net of fund charges, trading expenses and accrued tax for a New Zealand resident individual paying tax at the highest Prescribed Investor Rate (28%). *The Summer Investment Selection fund commenced 19 September 2016.

To see performance results for all of our funds, visit our Performance pages. 

If you need a little more information read about Summer or take a look at our product disclosure statement. If you are ready to ask to join Summer it's quick and easy, just have your IRD number and drivers licence or passport handy.

Join the Summer KiwiSaver scheme

 

This is not a recommendation to buy or sell any financial product and does not take your personal circumstances into account. All opinions reflect our judgement on the date of communication and may change without notice. Past performance is not a reliable guide to future performance. We recommend you take financial advice before making investment decisions. We have prepared this web page in good faith based on information obtained from other sources, but we do not guarantee the accuracy of that information. We do not make any representation or warranty (express or implied) that this web page is accurate, complete, or current and to the maximum extent permitted by law disclaim any liability for loss which may be incurred by any person relying on this web page.

The fund information is an extract from general information and is a guide only. It is intended for general information purposes and does not constitute investment advice. The information is published under license from FundSource Limited (“FundSource”), which owns the intellectual property and proprietary rights in the information.