Summer Investment Selection

Summary of investment objective and strategy

We choose the exposure to the following asset classes for you: 

  • New Zealand cash
  • New Zealand fixed interest
  • International fixed interest
  • New Zealand equities
  • Australian equities
  • Listed property
  • International equities

We aim to achieve positive long-term returns.

These kinds of investments will typically have moderate to high 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.

Target investment mix

We aim to invest in...
SKS SIS Target

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: 05/02/2019

New Zealand cash
New Zealand fixed interest
International fixed interest
New Zealand equities
Australian equities
Listed property
International equities
TOTAL 100%

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.

RiskGauge 04

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 five years

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

Are you ready to join Summer? It's quick and easy to complete the form to get the process underway. Just have your IRD number and drivers licence or passport ready.

Join the Summer KiwiSaver scheme!