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24/11/2024

Summer - SUMMER NEW ZEALAND CASH

Financial Services Company

last updated on 2024-02-26 14:28:35

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Overview

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

Fund investment mix

Cash

65%

Growth Assets

0.00

Bonds

35%

Investments

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.