Summit Fund Reports
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
- Summit Fund Monthly Market Reports
- Summit Fund Quarterly Performance Reports
December 2024
November 2024
October 2024
September 2024
August 2024
July 2024
June 2024
May 2024
April 2024
March 2024
February 2024
January 2024
December 2023
November 2023
October 2023
September 2023
August 2023
July 2023
June 2023
May 2023
April 2023
March 2023
February 2023
January 2023
December 2022
November 2022
October 2022
September 2022
August 2022
July 2022
June 2022
May 2022
April 2022
March 2022
Feburary 2022
January 2022
December 2021
November 2021
October 2021
September 2021
August 2021
July 2021
June 2021
May 2021
April 2021
March 2021
February 2021
January 2021
December 2020
November 2020
October 2020
September 2020
August 2020
July 2020
June 2020
May 2020
April 2020
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)
2018
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)
2017
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)
2016
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)
2015
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)
2014
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)
2013
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)
2012
2011
2010
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)
2009
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)
