Summit
Funds

At Summit Fund’s Management, we aspire to the best-performing funds management business. This ambition is not merely a goal, it is a promise to our investors and partners.

We are dedicated to unlocking opportunities that empower individuals and institutions alike to achieve their financial aspirations. Our innovative strategies and unwavering dedication to excellence inspire confidence, fostering long-term partnerships built on mutual success and respect. 

Meet the people

Reece O’Connell

Portfolio Manager



Reece holds a Bachelor of Business and Finance from Murdoch University, an MBA from the University of Canberra, and a Graduate Diploma in Financial Planning with Kaplan.

Reece has been in the financial markets since for over 15 years. He has worked as a Trader in the City of London and offered a specialised investment management service to a select group of high-net-worth and retail clients in Perth prior to becoming Portfolio and Fund Manager of the Summit Biotech Fund in 2021. During his financial career Reece has managed and traded his way through economic and market cycles. His long-term investment approach is driven by a commitment to ethical practices and responsible stewardship of Fund assets.

Outside of financial markets, Reece is passionate about his family and his community. Being the inaugural Adam Gilchrist Cricket Scholar as a teenager he is passionate about helping and giving back to young sports people from rural WA.

Fund Performance

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Date Unit Price Distribution / CPU Reinvestment Price
28-Feb-25 $1.0031
31-Jan-25 $1.5187
31-Dec-24 $1.4847
30-Nov-24 $1.5462
30-Oct-24 $1.4582
30-Sep-24 $1.3590
31-Aug-24 $1.3507
31-Jul-24 $1.4694
30-Jun-24 $1.3248
31-May-24 $1.1768
30-Apr-24 $1.2319
31-Mar-24 $1.3940
29-Feb-24 $1.4877
31-Jan-24 $1.2747
31-Dec-23 $1.1471
30-Nov-23 $1.0058
31-Oct-23 $0.9823
30-Sep-23 $0.9314
31-Aug-23 $0.8356
31-Jul-23 $0.7693
30-Jun-23 $0.7950
31-May-23 $0.8267
30-Apr-23 $0.9748
31-Mar-23 $0.8117
28-Feb-23 $0.7691
31-Jan-23 $0.8158
31-Dec-22 $0.7927
30-Nov-22 $0.8225
31-Oct-22 $0.8592
30-Sep-22 $0.8230
31-Aug-22 $0.7987
31-Jul-22 $0.8673
30-Jun-22 $0.6129
31-May-22 $0.7318
30-Apr-22 $0.7717
31-Mar-22 $0.8651
28-Feb-22 $0.8749
31-Jan-22 $0.9329