Performance results

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Morningstar, a leading global provider of independent investment research has released its March quarter KiwiSaver survey. The Summer Balanced Selection^ fund's returns ranked 1st out of 26 funds in the Multisector - Balanced category for the 12 months to 31 March 2019. 

See the full report here: https://www.morningstar.com.au/s/documents/KiwiSaver-Survey-Q1-2019.pdf

The Summer KiwiSaver scheme, Summer Balanced Selection^ fund returns and unit price as at 31 March 2019

Fund 1 Month 3 Months 1 Year Annualised total since inception Unit price
Summer Balanced Selection^ 1.64% 7.38% 7.19% 6.77% $1.1984
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 fund commenced 19 September 2016.

 

If you need 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 and click the button below.

Read more performance information on all of the Summer fund options.

 

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^As at 8 April 2019, the Summer Investment Selection was renamed the Summer Balanced Selection.

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