Summer Fund Performance

Fund returns at a 28% Prescribed Investor Rate and unit price, as at 31 August 2026

Fund name 1 Month 3 Months 1 Year 3 Years^ Total since inception^ Unit Price
Summer New Zealand Cash0.14%0.39%1.75%3.01%1.62%1.2509
Summer New Zealand Fixed Interest-0.03%-0.10%1.37%3.81%1.78%1.2771
Summer Global Fixed Interest0.04%-0.61%0.14%2.59%1.21%1.1628
Summer New Zealand Equities2.47%6.28%9.69%5.88%7.00%1.9561
Summer Australian Equities2.21%6.34%8.20%10.66%8.26%2.3589
Summer Listed Property-1.27%-0.75%-5.93%0.96%2.71%1.2892
Summer Global Equities1.14%5.02%15.96%15.13%9.99%2.7124
Summer Conservative Selection0.44%1.46%3.64%5.32%3.18%1.3063
Summer Balanced Selection0.80%2.81%6.50%7.45%5.54%1.7905
Summer Growth Selection1.11%4.11%9.35%9.47%6.55%1.647

^Annualised
Past performance is not a reliable indicator of future results.