We choose the exposure to the following asset classes for you:
We aim to achieve positive long-term returns.
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 invest across different asset classes, and is comfortable with that level of movement, with a view to achieving improved longer-term returns.
We aim to invest in...
We have chosen the following tactical asset allocation for Summer Investment Selection
These can move in line with market movements and we review the portfolio and adjust asset allocation accordingly.
The date of the last review was: 23/05/2018
|SUMMER INVESTMENT SELECTION||ALLOCATED %|
|New Zealand cash||
|New Zealand fixed interest||
|International fixed interest||
|New Zealand equities||
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.
At least five years
Are you ready to join Summer? It's quick and easy, just have your IRD number and drivers licence or passport ready.