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 2024. These files were uploaded to the Disclose Register in May 2024.

Summer New Zealand Cash

Summer New Zealand Fixed Interest

Summer Global Fixed Interest

Summer New Zealand Equities

Summer Australian Equities

Summer Listed Property

Summer Global Equities

Summer Conservative Selection

Summer Balanced Selection

Summer Growth 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.