Summer New Zealand Equities

Summary of investment objective and strategy

We aim to achieve positive long-term returns by investing mostly in selected New Zealand shares, and in Australian listed shares, where the company has meaningful operations in New Zealand.

These kinds of investments will typically have high levels of movement up and down in value. They can be suitable for someone who wants to invest in shares and is comfortable with that level of movement, with a view to achieving improved longer-term returns.

Target investment mix

We aim to invest in...

Nz Equities

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.


This fund 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 for the remainder of the five-year period to 30/9/2021. 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.

Minimum suggested investment timeframe

At least five years

Morningstar performance

Morningstar, are a leading global provider of independent investment research that rank and report on Funds within New Zealand and Australia. View the latest Fund Report for Summer New Zealand Equities here.

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