Financial Services Company
last updated on 2023-12-12 12:33:32
| Rating | |
| Fund name |
SUMMER AUSTRALIAN EQUITIES |
| Membership fee per annum |
$36 |
| Fund performance 5 year |
9% |
| Number of members |
813 |
| Date fund started |
2016-09-19 |
| Fund type |
Aggressive |
| Estimated annual fees |
0.9% |
| NZ invested Assets |
89.65% |
| Total value of fund |
$17 358 113 |
| Data last updated |
2024-02-22 21:10:31 |
| Cash |
5% |
| Growth Assets |
95% |
| Bonds |
0.00 |
| Investments |
We aim to achieve positive long-term returns by investing mostly in selected Australian shares, and in New Zealand listed shares, where the company has meaningful operations in Australia. These kinds of investments will typically have very 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 higher longer-term returns. |
