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Summer - SUMMER GLOBAL EQUITIES

Financial Services Company

last updated on 2023-12-12 12:32:48

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Overview

Rating

Fund name

SUMMER GLOBAL EQUITIES

Membership fee per annum

$36

Fund performance 5 year

9.07%

Number of members

885

Date fund started

2016-09-19

Fund type

Aggressive

Estimated annual fees

0.9%

NZ invested Assets

0.00

Total value of fund

$32 322 209

Data last updated

2024-02-22 21:10:31

Fund investment mix

Cash

10%

Growth Assets

90%

Bonds

0.00

Investments

Investments

The fund invests in selected international shares. We aim to achieve positive long-term returns. These kinds of investments will typically have high levels of movement up and down in value.