SUMMER BALANCED SELECTION
Last 5 years average returns
Annual Fund Fees
Fees Rating
ESG Rating
Returns Rating
Overall Rating
Asset allocation Graph
Other information
More information can be found in the
Performance comparison
Sarah is 42 years old and like many Kiwis her age, could be in a Growth fund (unless they are planning to use the funds to buy a first home).
We’ve compared what difference it would make for Sarah, had she been in this fund vs a Growth Fund.
Sarah’s KiwiSaver balance five years ago
Note: We may not be comparing the same ‘type’ of fund below. We have compared the current fund you have selected to the average of Growth Funds, to give you an indication of the difference it would make to the KiwiSaver balance.
SUMMER BALANCED SELECTION
80% Growth Assets
16% Income Assets
4% Cash
17.5% Growth Assets
61.5% Income Assets
21% Cash
80% Growth Assets
16% Income Assets
4% Cash
Should I just move to the fund that has better performance?
There are other factors than just performance. You need a fund that is suitable for your current circumstances and goals.
Find out more by watching the short video below…
Detailed Research:
Just checking the past performance and fees is NOT enough.
Answers:
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This page does not contain financial advice, only information. If you want personal financial advice on which KiwiSaver fund suits you, please submit the KiwiSaver HealthCheck. Past performance is not necessarily indicative of future performance. Click here for an explanation of the calculations and sources used for the data on this page. Data is current as of the quarter that ended December 2023.
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