Overview of performance

Monthly performance

Fund returns and unit price as at 31 October 2018. For further information click on each fund name below.

Fund 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
Summer New Zealand Cash 0.07% 0.21% 0.95% 0.99% $1.0290
Summer New Zealand Fixed Interest 0.29% 0.95% 2.67% 2.25% $1.0664
Summer Global Fixed Interest 0.28% 0.26% 0.47% 1.14% $1.0312
Summer New Zealand Equities -6.67% -1.54% 8.73% 10.29% $1.2263
Summer Australian Equities -6.83% -8.56% -2.52% 7.66% $1.1867
Summer Listed Property -3.82% -1.05% 8.11% 4.02% $1.0843
Summer Global Equities -8.34% -6.25% 1.52% 10.80% $1.2639

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%).

*All Funds commenced 19 September 2016.

Quarterly Fund Updates

View the latest Quarterly Fund Updates

Prior quarterly and annual disclosure statements for the Forsyth Barr KiwiSaver Scheme are located here.

Summer insights

Read our Summer insights and Martin Hawes' latest article for information and guidance to help you make sense of what is happening in the markets and what you might need to be thinking about.

Performance results

The Summer KiwiSaver scheme, Summer Investment Selection performance returns have been ranked by two research agencies.

See Morningstar performance results   See FundSource performance results 

 

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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.