My Plan
The Summer KiwiSaver scheme allows you to create your own portfolio of investments by choosing any combination of our funds - it’s your money. We call this My Plan.
You can choose to invest in any combination of the following ten funds:
- Summer New Zealand Cash
- Summer New Zealand Fixed Interest
- Summer Global Fixed Interest
- Summer New Zealand Equities
- Summer Australian Equities
- Summer Listed Property
- Summer Global Equities
- Summer Conservative Selection
- Summer Balanced Selection
- Summer Growth Selection
Below we show how My Plan works by choosing a combination of funds.
If you prefer to leave the investment mix to us, just choose either the Summer Conservative Selection, Summer Balanced Selection, or Summer Growth Selection where we choose the investments across different asset classes.
If you are not sure which investment choice is right for you, you will find information in the product disclosure statement that can assist you. We also have a short questionnaire which allows you to discover what your risk appetite is.
Are you ready to join Summer? It's quick and easy to complete the form to get the process underway. Just have your IRD number and drivers licence or passport ready.