Summer Balanced Selection

BalancedBalanced

5yr Return

4.6%

3yr Return

9.7%

1yr Return

8.9%

3m Return

1.60%

Total Fee

0.90%

Fund Size

$130.2M

Asset Allocation

Asset allocation data not available

Historical Returns

3 Month

1.60%

1 Year

8.9%

3 Year

9.7%

annualised

5 Year

4.6%

annualised

10 Year

—%

Since Inception

—%

annualised

Fees

Management Fee—%

Admin Fee—

Total Annual Fee0.90%

Category Rankings

Ranked within Balanced funds

3 Month#22

1 Year#24

3 Year#30

5 Year#22

Risk Level

4/ 7

Medium

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