Important Note
From 25 April 2025, EBS will no longer be the Transfer Agent for Summit Funds. Northern Trust will begin providing that service to Summit investors from that date.
Details of this change can be found at https://www.ilim.com/funds/summit-asset-managers-limited
From April 2020 Summit Funds are issuing a Monthly report, this report is replacing the Summit Fund Quarterly report. Please go to the Summit Monthly Report page to view the Summit Fund updates.
Investment Report Q1 2020 (PDF, 4 pages, 497KB)
Mutual Report Q1 2020 (PDF, 4 pages, 530KB)
Investment Report Q4 2019 (PDF, 4 pages, 452KB)
Mutual Report Q4 2019 (PDF, 4 pages, 602KB)
Investment Report Q3 2019 (PDF, 4 pages, 718KB)
Mutual Report Q3 2019 (PDF, 4 pages, 833KB)
Investment Report Q2 2019 (PDF, 4 pages, 3.2MB)
Mutual Report Q2 2019 (PDF, 4 pages, 2.9MB)
Investment Report Q1 2019 (PDF, 4 pages, 2.3MB)
Mutual Report Q1 2019 (PDF, 4 pages, 2.1MB)
Investment Report Q4 2018 (PDF, 4 pages, 174KB)
Mutual Report Q4 2018 (PDF, 4 pages, 217KB)
Investment Report January 2018 (PDF, 4 pages, 161KB)
Mutual Report January 2018 (PDF, 4 pages, 934KB)
Investment Report April 2018 (PDF, 4 pages, 280KB)
Mutual Report April 2018 (PDF, 4 pages, 239KB)
Investment Report July 2018 (PDF, 4 pages, 483KB)
Mutual Report July 2018 (PDF, 4 pages, 523KB)
Investment Report October 2018 (PDF, 4 pages, 107KB)
Mutual Report October 2018 (PDF, 4 pages, 580KB)
Investment Report January 2017 (PDF, 4 pages, 181KB)
Mutual Report January 2017 (PDF, 4 pages, 211KB)
Investment Report April 2017 (PDF, 4 pages, 275KB)
Mutual Report April 2017 (PDF, 4 pages, 268KB)
Investment Report July 2017 (PDF, 4 pages, 181KB)
Mutual Report July 2017 (PDF, 4 pages, 196KB)
Investment Report October 2017 (PDF, 4 pages, 150KB)
Mutual Report October 2017 (PDF, 4 pages, 189KB)
Investment Report January 2016 (PDF, 4 pages, 562KB)
Mutual Report January 2016 (PDF, 4 pages, 567KB)
Investment Report April 2016 (PDF, 4 pages, 209KB)
Mutual Report April 2016 (PDF, 4 pages, 210KB)
Investment Report July 2016 (PDF, 4 pages, 277KB)
Mutual Report July 2016 (PDF, 4 pages, 247KB)
Investment Report October 2016 (PDF, 4 pages, 476KB)
Mutual Report October 2016 (PDF, 4 pages, 497KB)
Investment Report January 2015 (PDF, 4 pages, 205KB)
Mutual Report January 2015 (PDF, 4 pages, 215KB)
Investment Report April 2015 (PDF, 4 pages, 1,609KB)
Mutual Report April 2015 (PDF, 4 pages, 1,623KB)
Investment Report July 2015 (PDF, 4 pages, 209KB)
Mutual Report July 2015 (PDF, 4 pages, 199KB)
Investment Report October 2015 (PDF, 4 pages, 2.6MB)
Mutual Report October 2015 (PDF, 4 pages, 2.6MB)
Investment Report January 2014 (PDF, 4 pages, 346KB)
Mutual Report January 2014 (PDF, 4 pages, 308KB)
Investment Report April 2014 (PDF, 4 pages, 432KB)
Mutual Report April 2014 (PDF, 4 pages, 401KB)
Investment Report July 2014 (PDF, 4 pages, 388KB)
Mutual Report July 2014 (PDF, 4 pages, 388KB)
Investment Report October 2014 (PDF, 4 pages, 180KB)
Mutual Report October 2014 (PDF, 4 pages, 194KB)
Investment Report January 2013 (PDF, 4 pages, 304KB)
Mutual Report January 2013 (PDF, 4 pages, 283KB)
Investment Report April 2013 (PDF, 4 pages, 379KB)
Mutual Report April 2013 (PDF, 4 pages, 355KB)
Investment Report July 2013 (PDF, 4 pages, 309KB)
Mutual Report July 2013 (PDF, 4 pages, 291KB)
Investment Report October 2013 (PDF, 4 pages, 1,947KB)
Mutual Report October 2013 (PDF, 4 pages, 1,947KB)
Mutual Report January 2010 (PDF, 2 pages, 438KB)
Investment Report April 2010 (PDF, 4 pages, 871KB)
Mutual Report April 2010 (PDF, 4 pages, 1,885KB)
Investment Report July 2010 (PDF, 2 pages, 2.4MB)
Mutual Report July 2010 (PDF, 2 pages, 2.3MB)
Investment Report September 2010 (PDF, 2 pages, 3.1MB)
Mutual Report September 2010 (PDF, 2 pages, 2.5MB)
Investment Report January 2009 (PDF, 2 pages, 285KB)
Mutual Report January 2009 (PDF, 2 pages, 248KB)
Investment Report April 2009 (PDF, 4 pages, 1,277KB)
Mutual Report April 2009 (PDF, 4 pages, 1,885KB)
Investment Report July 2009 (PDF, 2 pages, 2.4MB)
Mutual Report July 2009 (PDF, 2 pages, 2.4MB)
Investment Report October 2009 (PDF, 2 pages, 271KB)
Mutual Report October 2009 (PDF, 2 pages, 248KB)