Summer Global Equities
Summer Global Equities is an aggressive KiwiSaver fund managed by Summer. It has 803 members and holds $43 million. It opened in 2016.
Fees and returns
- Annual fee
- 0.90% of your balance each year
- Return over 1 year
- +12.2% a year
- Return over 3 years
- +14.8% a year
- Return over 5 years
- +6.9% a year
Figures are after fees and tax, as at Q3 2026, sourced from the FMA Disclose Register.
What it invests in
International equities 96%.
Largest holdings
- Vanguard ESG US Stock ETF 5.99%
- Microsoft Corporation 3.38%
- Vanguard ESG International Stock ETF 3.06%
Year by year
| Financial year | Return |
|---|---|
| 2025/26 | +12.2% |
| 2024/25 | +8.0% |
| 2023/24 | +25.1% |
| 2022/23 | −3.4% |
| 2021/22 | −4.8% |
| 2020/21 | +24.2% |
| 2019/20 | +5.9% |
| 2018/19 | +5.8% |
| 2017/18 | +9.0% |
About this fund
The Summer Global Equities Fund is an actively managed international shares fund, aiming to beat the MSCI All Country World Index (50% hedged to the New Zealand dollar). It gives broad global equity exposure across developed and emerging markets. It has operated since 2016 and carries an annual fund charge of 0.9%.