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