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Summer - SUMMER GLOBAL EQUITIES

Financial Services Company

last updated on 2023-12-12 12:32:48

Overview

Rating
Fund name	SUMMER GLOBAL EQUITIES
Membership fee per annum	$36
Fund performance 5 year	9.07%
Number of members	885
Date fund started	2016-09-19

Fund type	Aggressive
Estimated annual fees	0.9%
NZ invested Assets	0.00
Total value of fund	$32 322 209
Data last updated	2024-02-22 21:10:31

Fund investment mix

Cash	10%
Growth Assets	90%

Bonds

0.00

Investments

Investments

The fund invests in selected international shares. We aim to achieve positive long-term returns. These kinds of investments will typically have high levels of movement up and down in value.

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