Summer New Zealand Fixed Interest

Summary of investment objective and strategy

We aim to achieve positive long-term returns by investing in selected New Zealand fixed interest assets.

These kinds of investments will typically have low to moderate levels of movement up and down in value. They can be suitable for someone who wants to achieve slightly higher returns than those expected from investing solely in cash, but with the possibility of some variation in returns.

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.


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 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.

Minimum suggested investment timeframe

At least three 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 Fixed Interest here.

Fund manager

Meet the fund manager

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