Financial Services Company
last updated on 2024-02-26 14:28:39
| Rating | |
| Fund name |
SUMMER GROWTH SELECTION |
| Membership fee per annum |
$36 |
| Fund performance 5 year |
- |
| Number of members |
1620 |
| Date fund started |
2019-04-08 |
| Fund type |
Growth |
| Estimated annual fees |
0.9% |
| NZ invested Assets |
43.48% |
| Total value of fund |
$82 034 410 |
| Data last updated |
2024-02-22 21:10:31 |
| Cash |
4% |
| Growth Assets |
80% |
| Bonds |
16% |
| Investments |
We aim to achieve positive long-term returns by choosing a lesser exposure to cash and fixed interest investments and a greater exposure to equity and property investments. Investors can expect high levels of movement up and down in value and to receive longer-term returns that are higher than those of the Summer Balanced Selection (but with more risk). |
