Summer Listed Property
Summer Listed Property is an aggressive KiwiSaver fund managed by Summer. It has 479 members and holds $8 million. It opened in 2016.
Fees and returns
- Annual fee
- 0.90% of your balance each year
- Return over 1 year
- +5.7% a year
- Return over 3 years
- +0.4% a year
- Return over 5 years
- −2.7% a year
Figures are after fees and tax, as at Q3 2026, sourced from the FMA Disclose Register.
What it invests in
Listed property 93%.
Largest holdings
- Precinct Properties New Zealand Limited 19.02%
- Goodman Property Trust 18.17%
- Kiwi Property Group Limited 14.58%
Year by year
| Financial year | Return |
|---|---|
| 2025/26 | +5.7% |
| 2024/25 | −7.9% |
| 2023/24 | +3.8% |
| 2022/23 | −15.6% |
| 2021/22 | +2.3% |
| 2020/21 | +29.7% |
| 2019/20 | −5.8% |
| 2018/19 | +16.8% |
| 2017/18 | +5.0% |
About this fund
The Summer Listed Property Fund is an actively managed fund investing in listed property securities — companies that own or manage property and real assets — benchmarked to a New Zealand listed-property index. As a single-sector fund, property markets and interest rates drive it more than the broad sharemarket. It has operated since 2016 and carries an annual fund charge of 0.9%.