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5/11/2024
Financial Services Company
last updated on 2024-02-26 14:28:36
| Rating | |
| Fund name |
SUMMER BALANCED SELECTION |
| Membership fee per annum |
$36 |
| Fund performance 5 year |
5.18% |
| Number of members |
2312 |
| Date fund started |
2016-09-19 |
| Fund type |
Balanced |
| Estimated annual fees |
0.9% |
| NZ invested Assets |
51.97% |
| Total value of fund |
$123 861 354 |
| Data last updated |
2024-02-22 21:10:31 |
| Cash |
10% |
| Growth Assets |
55% |
| Bonds |
35% |
| Investments |
We aim to achieve positive longer-term returns by choosing a balanced mix of cash, fixed interest, equity and property investments. Investors can expect moderate to high levels of movement up and down in value and to receive longer-term returns that are higher than those of the Summer Conservative Selection (but with more risk), and lower than those of the Summer Growth Selection (but with less risk). |
