SuperLife

SuperLife High Growth Fund

 

Objective

SuperLife High Growth invests in growth assets. Designed for investors that want an "aggressive" investment option that invests in shares and property. Negative annual returns may occur once in every 2-4 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 ( 31/05/2024) $626,565,700
Fund Start Date 15 September 2013
Risk Indicator ( 28/03/2024)

Lower risk

Higher risk

1
2
3
4
5
6
7

Potentially lower return

Potentially higher return

Fund Value ( 31/05/2024) $870,975,093
Fund Start Date 28 October 2016
Risk Indicator ( 28/03/2024)

Lower risk

Higher risk

1
2
3
4
5
6
7

Potentially lower return

Potentially higher return

Fund Value ( 31/05/2024) $156,446,007
Fund Start Date 15 September 2013
Risk Indicator ( 28/03/2024)

Lower risk

Higher risk

1
2
3
4
5
6
7

Potentially lower return

Potentially higher return

Fund Value ( 31/05/2024) $22,427,818
Fund Start Date 15 September 2013
Risk Indicator ( 28/03/2024)

Lower risk

Higher risk

1
2
3
4
5
6
7

Potentially lower return

Potentially higher return

 

Returns and Fees

31 May 2024
Last month Last year 3 years (p.a.) 5 years (p.a.)
Return
(after deductions for charges and tax)
-0.76% 11.75% 3.73% 6.69%
Market Index Return
(reflects no deductions for charges and tax)
0.55% 15.50% 5.34% 9.70%
Fee Amount
Fund Charges (estimate) 0.63% 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)
-0.76% 11.77% 3.81% 6.69%
Market Index Return
(reflects no deductions for charges and tax)
0.55% 15.50% 5.34% 9.70%
Fee Amount
Fund Charges (estimate) 0.53% 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)
-0.77% 11.75% 3.77% 6.71%
Market Index Return
(reflects no deductions for charges and tax)
0.55% 15.50% 5.34% 9.70%
Fee Amount
Fund Charges (estimate) 0.63% 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)
-0.78% 11.60% 3.61% 6.66%
Market Index Return
(reflects no deductions for charges and tax)
0.55% 15.50% 5.34% 9.70%
Fee Amount
Fund Charges (estimate) 0.84% 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

31 May 2024

The current allocation between the asset classes is:

Income Current %Target %Range
Cash and cash equivalents 1.96% 1.00% 0-20%
Total 1.96% 1.00%
Growth Current %Target %Range
Australasian equities 24.48% 25.00% 0-60%
International equities 64.22% 64.00% 0-80%
Listed property 5.00% 5.00% 0-25%
Other 4.35% 5.00% 0-15%
Total 98.05% 99.00%

Top 10 Fund Investments

31 May 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 S&P/NZX 50 ETF Australasian equities 16.22%
Smartshares Total World ETF International equities 11.31%
Smartshares US 500 ETF International equities 9.85%
Smartshares Europe ETF International equities 7.74%
Smartshares Asia Pacific ETF International equities 4.67%
Smartshares Global Infrastructure ETF Australasian equities 4.35%
Smartshares US Mid Cap ETF International equities 4.16%
Smartshares Emerging Markets ETF International equities 3.95%
Smartshares US Small Cap ETF International equities 3.53%
Smartshares Global Property Etf Australasian equities 3.49%

Geography

31 May 2024
Country%Relative Weighting
United States 34.61%
New Zealand 28.18%
Austria 14.64%
Australia 3.83%
China 3.22%
Japan 1.95%
Taiwan 1.95%
India 1.92%
South Korea 1.31%
United Kingdom 0.90%
France 0.83%
Germany 0.72%
Canada 0.67%
Brazil 0.44%
Saudi Arabia 0.43%
Italy 0.37%
Switzerland 0.37%
The Netherlands 0.32%
Spain 0.30%
South Africa 0.28%
Mexico 0.28%
Sweden 0.22%
Denmark 0.22%
Indonesia 0.20%
Thailand 0.19%
Malaysia 0.18%
United Arab Emirates 0.13%
Poland 0.13%
Belgium 0.11%
Hong Kong 0.11%
Turkey 0.10%
Qatar 0.09%
Singapore 0.09%
Kuwait 0.09%
Finland 0.08%
Chile 0.07%
Philippines 0.06%
Greece 0.06%
Norway 0.06%
Ireland 0.05%
Israel 0.04%
Hungary 0.03%
Portugal 0.03%
Peru 0.02%
Romania 0.02%
Luxembourg 0.02%
Czech Republic 0.02%
Colombia 0.02%

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