Summer KiwiSaverAustralian Equities
24220
Summer KiwiSaverAustralian Equities 24220 Strategy
The fund is actively managed and has a target asset allocation of: 85% in Australasian equities, 10% in listed property and 5% in cash and cash equivalents. The fund's foreign currency exposure is actively managed.
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
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Is there still a case for active management?
Our Active/Passive Barometer reveals the winners in fund performance.
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Listed Investment Companies monthly performance: October 2025
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).
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Chart of the Week: Where active managers outperform their passive peers
Our latest Active/Passive Barometer report.
Morningstar Investment Ideas
Markets
Index | Last price | Change | % Change |
|---|---|---|---|
| All Ordinaries | 8,927.50 | 36.60 | 0.41% |
| CAC 40 | 8,099.47 | 3.04 | 0.04% |
| DAX 40 | 23,767.96 | 41.74 | 0.18% |
| Dow JONES (US) | 47,427.12 | 314.67 | 0.67% |
| FTSE 100 | 9,693.93 | 2.35 | 0.02% |
| HKSE | 25,887.07 | 58.86 | -0.23% |
| NASDAQ | 23,214.69 | 342.68 | 1.50% |
| Nikkei 225 | 50,083.27 | 83.83 | -0.17% |
| NZX 50 Index | 13,510.30 | 78.10 | 0.58% |
| S&P 500 | 6,812.61 | 46.73 | 0.69% |
| S&P/ASX 200 | 8,623.40 | 31.60 | 0.37% |
| SSE Composite Index | 3,883.46 | 8.21 | 0.21% |