Morningstar KiwiSaver performance results

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Morningstar, a leading global provider of independent investment research, has recently released its October report. In the Multisector - Balanced category, the Summer Investment Selection is ranked 3rd out of 54 funds for the 12 months to 31 October 2018.

See the full report here:

In the Morningstar KiwiSaver Survey September Quarter 2018, the Summer Investment Selection fund's returns have been ranked 1st out of 25 funds within the Multisector Balanced category for the 12 months to 30 September 2018.

See the full report here:

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


1 Month

3 Months

1 Year

Annualised total since inception*

Unit price

Summer Investment Selection  -4.50%  -2.91%  2.88% 6.33% $1.1519

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.

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


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