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6/11/2024
Financial Services Company
last updated on 2023-12-12 12:32:48
| Rating | |
| Fund name |
SUMMER LISTED PROPERTY |
| Membership fee per annum |
$36 |
| Fund performance 5 year |
3.32% |
| Number of members |
565 |
| Date fund started |
2016-09-19 |
| Fund type |
Aggressive |
| Estimated annual fees |
0.9% |
| NZ invested Assets |
1.62% |
| Total value of fund |
$8 114 414 |
| Data last updated |
2024-02-22 21:10:31 |
| Cash |
5% |
| Growth Assets |
95% |
| Bonds |
0.00 |
| Investments |
The fund aims to achieve positive long term returns by investing in listed financial products issued by entities whose principal business involves the owning or managing of property, property-like assets or real assets. These kinds of investments will typically have high levels of movement up and down in value. |
