SuperLife

SuperLife Growth Fund

 

Objective

SuperLife Growth invests mostly in growth assets. Designed for investors that want a "growth" investment option. Negative annual returns may occur once in every 3-5 years on average.

 

Latest Quarterly Fund Updates

View

Click here to view all previous fund updates

Fund Facts

Asset Class Multi-asset class
Geographic Focus International
Market Index The market index for the fund is a composite index. It is made up of the indices used to measure the performance of the assets that the fund invests in. The market index return for the fund is calculated using the weighted average annual return of the market indices used to measure the performance of the assets that the fund invests in. This is calculated by multiplying the index return for each asset class by the target asset allocation weights for each asset class

Fund Value ( 29/02/2024) $58,442,189
Fund Start Date 16 September 2013
Risk Indicator ( 29/12/2023)

Lower risk

Higher risk

1
2
3
4
5
6
7

Potentially lower return

Potentially higher return

Fund Value ( 29/02/2024) $218,659,751
Fund Start Date 28 October 2016
Risk Indicator ( 29/12/2023)

Lower risk

Higher risk

1
2
3
4
5
6
7

Potentially lower return

Potentially higher return

Fund Value ( 29/02/2024) $62,950,951
Fund Start Date 15 September 2013
Risk Indicator ( 29/12/2023)

Lower risk

Higher risk

1
2
3
4
5
6
7

Potentially lower return

Potentially higher return

Fund Value ( 29/02/2024) $14,742,376
Fund Start Date 16 September 2013
Risk Indicator ( 29/12/2023)

Lower risk

Higher risk

1
2
3
4
5
6
7

Potentially lower return

Potentially higher return

 

Returns and Fees

29 February 2024
Last month Last year 3 years (p.a.) 5 years (p.a.)
Return
(after deductions for charges and tax)
1.63% 9.79% 4.15% 5.52%
Market Index Return
(reflects no deductions for charges and tax)
1.56% 13.16% 5.38% 8.16%
Fee Amount
Fund Charges (estimate) 0.61% per annum of fund's net value.
Administration fee $30 a year (regardless of the number of investment options you invest in, or the number of times you change investment options). You do not pay the fee if you have all your money invested in the SuperLife Default Fund.
The returns are after tax at the highest prescribed investor rate (PIR) of tax for an individual New Zealand resident. Your tax may be lower. If you are a SuperLife investor, you can log in to see how your investments have performed.
Last month Last year 3 years (p.a.) 5 years (p.a.)
Return
(after deductions for charges and tax)
1.64% 9.80% 4.20% 5.57%
Market Index Return
(reflects no deductions for charges and tax)
1.56% 13.16% 5.38% 8.16%
Fee Amount
Fund Charges (estimate) 0.51% per annum of fund's net value.
Administration fee $12 a year (regardless of the number of investment options you invest in, or the number of times you change investment options).
The returns are after tax at the highest prescribed investor rate (PIR) of tax for an individual New Zealand resident. Your tax may be lower. If you are a SuperLife investor, you can log in to see how your investments have performed.
Last month Last year 3 years (p.a.) 5 years (p.a.)
Return
(after deductions for charges and tax)
1.63% 9.79% 4.20% 5.56%
Market Index Return
(reflects no deductions for charges and tax)
1.56% 13.16% 5.38% 8.16%
Fee Amount
Fund Charges (estimate) 0.61% per annum of fund's net value.
Administration fee $12 a year (regardless of the number of investment options you invest in, or the number of times you change investment options).
Transfer fee You will only be charged this fee if you transfer money from your member account to a KiwiSaver scheme and the transfer is to a KiwiSaver scheme other than the SuperLife KiwiSaver scheme. The fee is $50 for each transfer.
The returns are after tax at the highest prescribed investor rate (PIR) of tax for an individual New Zealand resident. Your tax may be lower. If you are a SuperLife investor, you can log in to see how your investments have performed.
Last month Last year 3 years (p.a.) 5 years (p.a.)
Return
(after deductions for charges and tax)
1.62% 9.63% 4.05% 5.48%
Market Index Return
(reflects no deductions for charges and tax)
1.56% 13.16% 5.38% 8.16%
Fee Amount
Fund Charges (estimate) 0.82% per annum of fund's net value.
Administration fee $60 a year (regardless of the number of investment options you invest in, or the number of times you change investment options).
The returns are after tax at the highest prescribed investor rate (PIR) of tax for an individual New Zealand resident. Your tax may be lower. If you are a SuperLife investor, you can log in to see how your investments have performed.

Asset Class

29 February 2024

The current allocation between the asset classes is:

Income Current %Target %Range
Cash and cash equivalents 5.06% 4.00% 0-40%
New Zealand fixed interest 5.62% 6.00% 0-20%
International fixed interest 9.82% 10.00% 0-30%
Total 20.50% 20.00%
Growth Current %Target %Range
Australasian equities 18.49% 19.00% 0-50%
International equities 52.95% 53.00% 0-60%
Listed property 3.99% 4.00% 0-25%
Other 4.06% 4.00% 0-15%
Total 79.49% 80.00%

Top 10 Fund Investments

29 February 2024

The managed funds invest in SuperLife's sector and ETF funds, and in directly held financial products. To view the top 10 individual holdings of the underlying funds, download the latest fund update at the top of this page.

NameType%
Smartshares Total World ETF International equities 13.73%
Smartshares S&P/NZX 50 ETF Australasian equities 12.44%
Smartshares US 500 ETF International equities 7.36%
Smartshares Total World Nzd Hedged ETF International equities 5.53%
Smartshares Europe ETF International equities 5.20%
Smartshares Global Aggregate Bond ETF International fixed interest 5.15%
Smartshares Global Government Bond Etf International fixed interest 4.21%
Smartshares Global Infrastructure ETF Other 4.06%
Smartshares S&P/ASX 200 ETF Australasian equities 3.26%
Smartshares Global Property Etf Listed property 3.02%

 

Geography

29 February 2024
Country%Relative Weighting
United States 33.05%
New Zealand 29.65%
Australia 15.02%
Japan 4.50%
China 2.45%
Taiwan 1.48%
United Kingdom 1.46%
India 1.43%
France 1.33%
Germany 1.19%
South Korea 1.08%
Switzerland 0.72%
Canada 0.68%
The Netherlands 0.67%
Sweden 0.48%
Italy 0.43%
Brazil 0.42%
Denmark 0.41%
Spain 0.40%
Saudi Arabia 0.37%
Singapore 0.27%
Mexico 0.26%
South Africa 0.23%
Hong Kong 0.21%
Belgium 0.20%
Indonesia 0.18%
Thailand 0.17%
Finland 0.14%
Malaysia 0.14%
United Arab Emirates 0.11%
Poland 0.10%
Norway 0.08%
Kuwait 0.07%
Qatar 0.07%
Austria 0.07%
Turkey 0.07%
Chile 0.06%
Ireland 0.06%
Philippines 0.06%
Israel 0.05%
Greece 0.05%
Portugal 0.03%
Hungary 0.03%
Luxembourg 0.02%
Peru 0.02%
Romania 0.02%
Colombia 0.02%
Czech Republic 0.01%

Start Investing Now

Choose Superlife: a low fees KiwiSaver provider that will work for you today, and in the future.

Join or transfer

Smartshares

Why try to pick stocks when you can own the whole index? SuperLife lets you access the full range of Smartshares Exchange Traded Funds (ETFs).

View SuperLife's funds