Portfolio holdings

Every six months the Summer KiwiSaver scheme uploads full portfolio holdings to the Disclose Register. For your ease of access we replicate this information here.

Below you will find the full portfolio holdings for the Summer KiwiSaver scheme as at 31 March 2018. All files were uploaded to the Disclose Register on 3 May 2018.

excel 3661114 640Summer New Zealand Cash

excel 3661114 640Summer New Zealand Fixed Interest

excel 3661114 640Summer Global Fixed Interest

excel 3661114 640Summer New Zealand Equities

excel 3661114 640Summer Australian Equities

excel 3661114 640Summer Listed Property

excel 3661114 640Summer Global Equities

excel 3661114 640Summer Investment Selection


The latest top 10 investments for each fund can be found in the monthly performance information.

This is not a recommendation to buy or sell any financial product and does not take your personal circumstances into account. Past performance is not a reliable guide to future performance. We recommend you take financial advice before making investment decisions.