Compare Summer funds

Fund Brief description of fund and investment objective Target investment mix Risk indicator* Minimum suggested investment timeframe Annual fund charges
Summer New Zealand Cash

The fund invests in cash and selected cash equivalents.

We aim to achieve competitive returns compared to money held on call.

NZ Cash

100% Cash and cash equivalents

RiskGauge 01

None 0.9% p.a.
Summer New Zealand Fixed Interest

The fund invests in selected New Zealand fixed interest assets.

We aim to achieve positive long-term returns.

NZFI

5% Cash and cash equivalents
90% New Zealand fixed interest
5% International fixed interest

RiskGauge 02 At least three years 0.9% p.a.
Summer Global Fixed Interest

The fund invests in selected international fixed interest assets.

We aim to achieve positive long-term returns.

GFI 

5% Cash and cash equivalents
15% New Zealand fixed interest
80% International fixed interest

RiskGauge 03 At least three years 0.9% p.a.
Summer New Zealand Equities

The fund invests in selected New Zealand shares.

We aim to achieve positive long-term returns.

NZE

5% Cash and cash equivalents
85% Australasian equities
10% Listed property

RiskGauge 04 At least five years 0.9% p.a.
Summer Australian Equities

The fund invests in selected Australian shares.

We aim to achieve positive long-term returns.

AEF 

5% Cash and cash equivalents
85% Australasian equities
10% Listed property

RiskGauge 06 At least five years 0.9% p.a.
Summer Listed Property

The fund invests in selected listed property vehicles.

We aim to achieve positive long-term returns.

LP

5% Cash and cash equivalents
20% Australasian equities
5% International equities
70% Listed property

RiskGauge 04 At least five years 0.9% p.a.
Summer Global Equities

The fund invests in selected international shares.

We aim to achieve positive long-term returns.

GEF

10% Cash and cash equivalents
90% International equities

RiskGauge 05 At least five years 0.9% p.a.
Summer Investment Selection

We choose the exposure to the following asset classes for you: New Zealand cash, New Zealand fixed interest, international fixed interest, New Zealand equities, Australian equities, listed property and international equities.

We aim to achieve positive long-term returns.

SIS

15% Cash and cash equivalents
20% New Zealand fixed interest
10% International fixed interest
25% Australasian equities
25% International equities
5% Listed property

RiskGauge 03 At least five years 0.9% p.a.

If you are not sure which investment choice is right for you, you will find information in the product disclosure statement that can assist you. We also have a short questionnaire which allows you to discover what your risk appetite is.

If you are ready to join Summer it's quick and easy to complete the form to get the process underway. Just have your IRD number and drivers licence or passport ready.

Determine your investment profile 

Join the Summer KiwiSaver scheme!

 

*These funds started on 16/9/2016. We’ve calculated the risk indicator using market index return data for periods before that date, and actual fund return data afterwards. Using market index return data may make the risk indicator a less reliable indicator of how much fund values might go up and down in future. If a fund mainly invests into another fund with a higher risk indicator, we’ve used that higher number.