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5/12/2024
Financial Services Company
last updated on 2023-12-12 12:32:49
| Rating | |
| Fund name |
SUMMER NEW ZEALAND EQUITIES |
| Membership fee per annum |
$36 |
| Fund performance 5 year |
6.37% |
| Number of members |
856 |
| Date fund started |
2016-09-19 |
| Fund type |
Aggressive |
| Estimated annual fees |
0.9% |
| NZ invested Assets |
91.77% |
| Total value of fund |
$18 512 033 |
| Data last updated |
2024-02-22 21:10:31 |
| Cash |
5% |
| Growth Assets |
95% |
| Bonds |
0.00 |
| Investments |
We aim to achieve positive long-term returns by investing mostly in selected New Zealand shares, and in Australian listed shares, where the company has meaningful operations in New Zealand. These kinds of investments will typically have high levels of movement up and down in value. They can be suitable for someone who wants to invest in shares and is comfortable with that level of movement, with a view to achieving improved longer-term returns. |
