Summer New Zealand Cash

Summary of investment objective and strategy

We aim to provide a return above the Official Cash Rate (OCR) over a rolling 12 month period, by investing in cash, cash equivalents, and short-term New Zealand fixed interest assets.

These investments typically have very low movement up and down in value.

Target investment mix

We aim to invest in...

Risk indicator

The risk indicator is rated from 1 (low) to 7 (high). The rating reflects how much the value of the fund’s assets goes up and down (volatility). A higher risk generally means higher potential returns over time, but more ups and down along the way.

Minimum suggested investment timeframe

Less than 12 months

 

Fund manager

The investment manager is Octagon Asset Management who is responsible for the day to day investment management for each of the funds. Learn more about Octagon Asset Management.


Further information can be found in the product disclosure statement or Quarterly Fund Updates