Summer KiwiSaver Review
Boutique provider offering actively managed KiwiSaver funds.
About Summer KiwiSaver
Summer is a boutique KiwiSaver provider that takes an active, hands-on approach to investment management. They focus on providing personalized service and maintaining close relationships with their members.
Their investment strategy combines both growth and income investments, with a particular focus on Australasian markets where they believe they have strong expertise. Summer takes a research-driven approach to selecting investments.
The provider stands out for their commitment to transparency and regular communication with investors about their investment decisions and market views.
Summer KiwiSaver Funds
Summer Growth Fund
Actively managed growth fund with a focus on Australasian investments.
Risk Level
High
Management Fee
0.95%
1 Year Return
11%
5 Year Return
8.8%
Why Choose Summer KiwiSaver?
Advantages
- Boutique investment approach
- Strong focus on Australasian markets
- Personalized service
- Regular communication with investors
- Research-driven investment decisions
Considerations
- Smaller provider by assets
- Limited global market exposure
- Higher fees than passive providers
Quick Facts
- Total Assets
- $0.9B
- Average Management Fee
- 0.95%
- Number of Funds
- 5
- Fund Types
- Conservative, Balanced, Growth, Cash, Australian Shares
Key Features
- Active management
- Boutique approach
- Local investment focus
- Personal service