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

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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 ( 29/04/2022) $44,381,315
Fund Start Date 16 September 2013
Risk Indicator ( 30/09/2021)

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Fund Value ( 29/04/2022) $37,471,798
Fund Start Date 28 October 2016
Risk Indicator ( 30/09/2021)

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Fund Value ( 29/04/2022) $56,525,965
Fund Start Date 15 September 2013
Risk Indicator ( 30/09/2021)

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Fund Value ( 29/04/2022) $13,560,453
Fund Start Date 16 September 2013
Risk Indicator ( 30/09/2021)

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Returns and Fees

29 April 2022
Last month Last year 3 years (p.a.) 5 years (p.a.)
Return
(after deductions for charges and tax)
-2.38% -0.50% 5.31% 5.85%
Market Index Return
(reflects no deductions for charges and tax)
-2.51% 0.24% 8.49% 8.95%
Fee Amount
Fund Charges 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)
-2.37% -0.37% 5.35% 5.91%
Market Index Return
(reflects no deductions for charges and tax)
-2.51% 0.24% 8.49% 8.95%
Fee Amount
Fund Charges 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)
-2.37% -0.43% 5.35% 5.92%
Market Index Return
(reflects no deductions for charges and tax)
-2.51% 0.24% 8.49% 8.95%
Fee Amount
Fund Charges 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).
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)
-2.39% -0.58% 5.32% 5.85%
Market Index Return
(reflects no deductions for charges and tax)
-2.51% 0.24% 8.49% 8.95%
Fee Amount
Fund Charges 0.72% 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).
Entry fee You will be charged this fee when you transfer money into the SuperLife UK pension transfer scheme from a UK pension scheme or Recognised Overseas Pension Scheme (ROPS). The fee is $500.
Exit fee You will be charged this fee if you transfer your investment from the SuperLife UK pension transfer scheme to a UK pension scheme or another ROPS. The fee is 1.00% of the amount transferred or $500 (whichever is greater).
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 April 2022

The current allocation between the asset classes is:

Income Current %Target %Range
Cash and cash equivalents 4.43% 6.00% 0-40%
New Zealand fixed interest 6.02% 5.00% 0-20%
International fixed interest 8.75% 9.00% 0-30%
Total 19.20% 20.00%
Growth Current %Target %Range
Australasian equities 18.83% 19.00% 0-50%
International equities 52.46% 51.00% 0-60%
Listed property 5.36% 5.00% 0-25%
Other 4.17% 5.00% 0-15%
Total 80.82% 80.00%

Top 10 Fund Investments

29 April 2022

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 S&P/NZX 50 ETF Australasian equities 12.82%
Smartshares Total World ETF International equities 7.60%
Smartshares US 500 ETF International equities 7.22%
Smartshares Emerging Markets ETF International equities 6.00%
Smartshares Europe ETF International equities 5.88%
Smartshares Global Aggregate Bond ETF International fixed interest 5.84%
Smartshares Total World Nzd Hedged ETF International equities 4.48%
Vanguard Global Infrastructure Index ETF Other 4.18%
Smartshares NZ Cash ETF Cash and cash equivalents 4.03%
Smartshares Asia Pacific ETF International equities 3.72%

 

Geography

29 April 2022
Country%Relative Weighting
United States 31.49%
New Zealand 25.46%
Australia 7.82%
Japan 5.68%
China 3.53%
United Kingdom 3.07%
France 1.89%
Germany 1.79%
Switzerland 1.48%
Taiwan 1.38%

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