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Allocated Pension Investment options
The Summit Personal Pension Plan offers two categories of investment options – Summit Select and Investor Select.
Summit Select offers five portfolios that have tailored asset allocations that suit various investor risk profiles:
- Defensive;
- Moderately Defensive;
- Balanced;
- Growth; and
- High Growth.
Investor Select offers a wider investment choice - from individual fund managers to direct, listed securities.
There are approximately 200 managed funds and 300 listed securities offered through Investor Select.
Additional information on Summit’s Personal Pension Plan can be obtained from its Product Disclosure document.
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