Quarterly fund updates

Review the quarterly summaries for each fund in the Fidelity Super-Super Plan, Number 3.

Quarter ending 30 September 2018

Aggressive Portfolio (PDF 115kB)

Balanced Portfolio (PDF 116kB)

Cash Portfolio (PDF 103kB)

Conservative Portfolio (PDF 116kB)

Growth Portfolio (PDF 115kB)

International Shares Portfolio (PDF 104kB)

NZ & Australian Shares Portfolio (PDF 104kB)

Shielded Growth Fund (PDF 98kB)

Socially Responsible Balanced Portfolio (PDF 114kB)

Sterling Cash Portfolio (PDF 97kB)

Sterling International Shares Portfolio (PDF 100kB)

Quarter ending 30 June 2018

Aggressive Portfolio (PDF 114kB)

Balanced Portfolio (PDF 115kB)

Cash Portfolio (PDF 103kB)

Conservative Portfolio (PDF 115kB)

Growth Portfolio (PDF 115kB)

International Shares Portfolio (PDF 104kB)

NZ & Australian Shares Portfolio (PDF 104kB)

Shielded Growth Fund (PDF 97kB)

Socially Responsible Balanced Portfolio (PDF 114kB)

Sterling Cash Portfolio (PDF 98kB)

Sterling International Shares Portfolio (PDF 100kB)

Quarter ending 31 March 2018

Aggressive Portfolio (PDF 453kB)

Balanced Portfolio (PDF 420kB)

Cash Portfolio (PDF 399kB)

Conservative Portfolio (PDF 282kb)

Growth Portfolio (PDF 413kB)

International Shares Portfolio (PDF 400kB)

Mortgage Portfolio (PDF 434kB)

NZ & Australian Shares Portfolio (PDF 402kB)

NZ Fixed Interest Portfolio (PDF 442kB)

Options Portfolio (PDF 398kB)

Property Portfolio (PDF 445kB)

Socially Responsible Balanced Portfolio (PDF 401kB)

Sterling Cash Portfolio (PDF 394kB)

Sterling International Shares Portfolio (PDF 397kB)

Quarter ending 31 December 2017

Aggressive Portfolio (PDF 134kB)

Balanced Portfolio (PDF 134kB)

Cash Portfolio (PDF 126kB)

Conservative Portfolio (PDF 135kb)

Growth Portfolio (PDF 135kB)

International Shares Portfolio (PDF 128kB)

NZ & Australian Shares Portfolio (PDF 128kB)

Options Portfolio (PDF 128kB)

Socially Responsible Balanced Portfolio (PDF 367kB)

Sterling Cash Portfolio (PDF 125kB)

Sterling International Shares Portfolio (PDF 129kB)

Quarter ending 30 September 2017

Aggressive Portfolio (PDF 310kB)

Balanced Portfolio (PDF 310kB)

Cash Portfolio (PDF 300kB)

Conservative Portfolio (PDF 310kBb)

Growth Portfolio (PDF 310kB)

International Shares Portfolio (PDF 300kB)

New Zealand and Australian Shares Portfolio (PDF 304kB)

Options Portfolio (PDF 300kB)

Sterling Cash Portfolio (PDF 300kB)

Sterling International Shares Portfolio (PDF 303kB)

Quarter ending 30 June 2017

Aggressive Portfolio (PDF 134kB)

Balanced Portfolio (PDF 134kB)

Cash Portfolio (PDF 126kB)

Conservative Portfolio (PDF 135kB)

Growth Portfolio (PDF 135kB)

International Shares Portfolio (PDF 128kB)

NZ & Australian Shares Portfolio (PDF 128kB)

Options Portfolio (PDF 128kB)

Sterling Cash Portfolio (PDF 125kB)

Sterling International Shares Portfolio (PDF 129kB)

Quarter ending 31 March 2017

Aggressive (PDF 318kb)

Balanced (PDF 319kb)

Cash (PDF 326kb)

Growth (PDF 339kb)

International Shares (PDF 314kb)

NZ & Australian Shares (PDF 314kb)

Options (PDF 320kb)

Sterling Cash (PDF 326kb)

Sterling International Share Fund (PDF 317kb)

Conservative (PDF 320kb)

Ethical Portfolio (PDF 318kb)

Mortgage Portfolio (PDF 311 kb)

NZ Fixed Interest Portfolio (PDF 313 kb)

Property Portfolio (PDF 311 kb)

Quarter ending 31 December 2016

Agressive (PDF 305kb)

Balanced (PDF 307kb)

Cash (PDF 307kb)

Growth (PDF 310kb)

International Shares (PDF 318kb)

NZ & Australia Shares (PDF 310kb)

Options (PDF 308kb)

Sterling Cash (PDF 308 kb)

Sterling International Share Fund (PDF 304 kb)

Conservative (PDF 309 kb)