Financial Services Company
last updated on 2023-12-12 12:32:49
| Rating | |
| Fund name |
SUMMER NEW ZEALAND FIXED INTEREST |
| Membership fee per annum |
$36 |
| Fund performance 5 year |
0.93% |
| Number of members |
364 |
| Date fund started |
2016-09-19 |
| Fund type |
No data |
| Estimated annual fees |
0.75% |
| NZ invested Assets |
84.59% |
| Total value of fund |
$7 124 029 |
| Data last updated |
2024-02-22 21:10:31 |
| Cash |
5% |
| Growth Assets |
0.00 |
| Bonds |
95% |
| Investments |
The fund invests in selected New Zealand fixed interest assets. We aim to achieve positive long-term returns. These kinds of investments will typically have low to moderate levels of movement up and down in value. |
