Morningstar KiwiSaver performance results

MLOGO red 2Small

Morningstar, a leading global provider of independent investment research, has recently released its August report in the Multisector - Balanced category, the Summer Investment Selection fund is ranked 3rd out of 53 funds for the 12 months to 31 August 2018.

See the full report here: https://www.morningstar.com.au/Funds/FundReport/24159

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

See the full report here: https://www.morningstar.com.au/s/documents/KiwiSaver_Survey-Q2-2018-Final.pdf

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.

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.

© 2018 Morningstar, Inc. All rights reserved. Neither Morningstar, its affiliates, nor the content providers guarantee the data or content contained herein to be accurate, complete or timely nor will they have any liability for its use or distribution. Any general advice or ‘class service’ have been prepared by Morningstar Australasia Pty Ltd (ABN: 95 090 665 544, AFSL: 240892) and/or Morningstar Research Ltd, subsidiaries of Morningstar, Inc, without reference to your objectives, financial situation or needs. Refer to our Financial Services Guide (FSG) for more information at www.morningstar.com.au/s/fsg.pdf. You should consider the advice in light of these matters and if applicable, the relevant Product Disclosure Statement before making any decision to invest. Our publications, ratings and products should be viewed as an additional investment resource, not as your sole source of information. Past performance does not necessarily indicate a financial product’s future performance. To obtain advice tailored to your situation, contact a professional financial adviser.