Summerset Group Holdings Ltd

SUM
stockHealthcareHealth Care FacilitiesWellington, New Zealand
$6/day into SUM since 2015 would be worth $22,552 today — 1.3× the money.
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Summerset Holdings Limited is a New Zealand retirement village and aged care service provider. They are listed on the NZX and are part of the NZX 50 index, with a market capitalisation of nearly $2.3 billion NZD.

Description from Wikipedia · CC BY-SA 4.0
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If you'd bought from year…

Same habit, different start year. Each row shows what a constant habit's worth of SUM-NZ would be worth today, had you started buying at that point in the asset's history.

Started$6/day$6/day coffee$42/wk$42/week coffee
Year 1 (2011) — listing
$43,264
2.0×
$63,215
2.0×
Year 6 (2016)
$18,423
1.2×
$26,852
1.2×
Year 11 (2021)
$6,296
0.8×
$9,209
0.8×

Repeated investment, no fees, dividends reinvested. $6/day coffee = $180 / month equivalent.

Headquarters

Wellington, New Zealand

Popular scenarios with SUM

summerset.co.nz

For illustration only — not investment advice. Past performance is not indicative of future results.