Summer New Zealand Fixed Interest

Investment objective

To achieve long-term returns (before fees, taxes and other expenses) greater than the Bloomberg NZBond Composite 0+ Yr Index. 

These investments typically have low to moderate levels of 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

At least three years 

 

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