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22/11/2024

Home Companies Summer

Summer - SUMMER NEW ZEALAND FIXED INTEREST

Financial Services Company

last updated on 2023-12-12 12:32:49

https://cdn.moneycompare.co.nz/uploads/web/logo/1/DylOVX5uuiYMkbIhfdhoGSUSqL9ZPdWF.png

Overview

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

Fund investment mix

Cash

5%

Growth Assets

0.00

Bonds

95%

Investments

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.

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