Financial Services Company
last updated on 2024-02-26 14:28:35
| Rating | |
| Fund name |
SUMMER NEW ZEALAND CASH |
| Membership fee per annum |
$36 |
| Fund performance 5 year |
1.26% |
| Number of members |
237 |
| Date fund started |
2016-09-19 |
| Fund type |
No data |
| Estimated annual fees |
0.5% |
| NZ invested Assets |
27.15% |
| Total value of fund |
$4 713 153 |
| Data last updated |
2024-02-22 21:10:31 |
| Cash |
65% |
| Growth Assets |
0.00 |
| Bonds |
35% |
| Investments |
The fund invests in cash, selected cash equivalents and selected short-term New Zealand fixed interest assets. We aim to achieve competitive returns compared to money held on call. These kinds of investments will typically have lower returns and very low levels of movement up and down in value. |
