Summer KiwiSaver Balanced Selection
24159
Summer KiwiSaver Balanced Selection 24159 Strategy
The fund is actively managed and has a target asset allocation of: 25% in Australasian equities, 25% in International equities, 20% in New Zealand fixed interest, 15% in cash and cash equivalents, 10% in international fixed interest and 5% in listed property.
The investment objective & strategy is a summary of the investment's principal strategy as written in the prospectus. This information is pulled from the most recent product disclosure document.
Funds News & Analysis
funds
Blue Owl offers a harsh lesson for semiliquid fund investors
Analyzing the saga of this US private credit BDC.
funds
Listed Investment Companies monthly performance: January 2026
The Morningstar LIC monthly report provides a snapshot of ASX-listed LICs, and whether they are trading at a premium or a discount to their net tangible assets (NTA).
funds
KiwiSaver Survey | December Quarter 2025
KiwiSaver assets increased, ending the quarter at close to NZD 145 billion rising almost $5b this quarter due to a combination of market returns across the board, and inflows.
Morningstar Investment Ideas
Markets
Index | Last price | Change | % Change |
|---|---|---|---|
| All Ordinaries | 9,251.50 | 83.10 | -0.89% |
| CAC 40 | 8,522.43 | 6.94 | 0.08% |
| DAX 40 | 25,101.61 | 159.08 | -0.63% |
| Dow JONES (US) | 49,625.97 | 230.81 | 0.47% |
| FTSE 100 | 10,682.80 | 4.09 | -0.04% |
| HKSE | 27,081.91 | 668.56 | 2.53% |
| NASDAQ | 22,886.07 | 203.34 | 0.90% |
| Nikkei 225 | 56,825.70 | 642.13 | -1.12% |
| NZX 50 Index | 13,420.43 | 111.91 | 0.84% |
| S&P 500 | 6,909.51 | 47.62 | 0.69% |
| S&P/ASX 200 | 9,026.00 | 84.10 | -0.92% |
| SSE Composite Index | 4,082.07 | 51.95 | -1.26% |