Summer New Zealand Equities
Summer New Zealand Equities is an aggressive KiwiSaver fund managed by Summer. It has 735 members and holds $18 million. It opened in 2016.
Fees and returns
- Annual fee
- 0.90% of your balance each year
- Return over 1 year
- +5.5% a year
- Return over 3 years
- +2.1% a year
- Return over 5 years
- +1.5% a year
Figures are after fees and tax, as at Q3 2026, sourced from the FMA Disclose Register.
What it invests in
Australasian equities 93%.
Largest holdings
- Fisher & Paykel Healthcare Corporation Limited 14.52%
- Auckland International Airport Limited 7.63%
- Infratil Limited 6.95%
Year by year
| Financial year | Return |
|---|---|
| 2025/26 | +5.5% |
| 2024/25 | −1.1% |
| 2023/24 | +1.9% |
| 2022/23 | −1.3% |
| 2021/22 | +2.4% |
| 2020/21 | +28.8% |
| 2019/20 | −3.3% |
| 2018/19 | +16.4% |
| 2017/18 | +14.8% |
About this fund
The Summer New Zealand Equities Fund is an actively managed fund investing mostly in New Zealand shares (and Australian-listed companies with meaningful New Zealand operations), aiming to beat the S&P/NZX 50 Gross index (with imputation). As a single, relatively small domestic market it is concentrated. It has operated since 2016 and carries an annual fund charge of 0.9%.