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

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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 ( 30/09/2024) $672,872,842
Fund Start Date 15 September 2013
Risk Indicator ( 27/06/2024)

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Fund Value ( 30/09/2024) $935,284,548
Fund Start Date 28 October 2016
Risk Indicator ( 27/06/2024)

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Fund Value ( 30/09/2024) $166,149,941
Fund Start Date 15 September 2013
Risk Indicator ( 27/06/2024)

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Fund Value ( 30/09/2024) $24,113,006
Fund Start Date 15 September 2013
Risk Indicator ( 27/06/2024)

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Returns and Fees

30 September 2024
Last month Last year 3 years (p.a.) 5 years (p.a.)
Return
(after deductions for charges and tax)
1.30% 19.62% 4.55% 6.79%
Market Index Return
(reflects no deductions for charges and tax)
1.92% 23.45% 6.79% 9.77%
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)
1.31% 19.71% 4.63% 6.78%
Market Index Return
(reflects no deductions for charges and tax)
1.92% 23.45% 6.79% 9.77%
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)
1.30% 19.63% 4.59% 6.80%
Market Index Return
(reflects no deductions for charges and tax)
1.92% 23.45% 6.79% 9.77%
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)
1.29% 19.45% 4.43% 6.75%
Market Index Return
(reflects no deductions for charges and tax)
1.92% 23.45% 6.79% 9.77%
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

30 August 2024

The current allocation between the asset classes is:

Income Current %Target %Range
Cash and cash equivalents 2.18% 1.00% 0-20%
Total 2.18% 1.00%
Growth Current %Target %Range
Australasian equities 24.79% 25.00% 0-60%
International equities 63.17% 64.00% 0-80%
Listed property 5.36% 5.00% 0-25%
Other 4.51% 5.00% 0-15%
Total 97.83% 99.00%

Top 10 Fund Investments

31 July 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%
Smart S&P/NZX 50 ETF Australasian equities 17.29%
Smart Total World ETF International equities 11.57%
Smart US 500 ETF International equities 10.12%
Smart Europe ETF International equities 7.61%
Smart Asia Pacific ETF International equities 4.69%
Smart Global Infrastructure ETF Other 4.38%
Smart US Mid Cap ETF International equities 4.25%
Smart Emerging Markets ETF International equities 3.88%
Smart US Small Cap ETF International equities 3.71%
Smart Global Property ETF Listed property 3.58%

Geography

30 August 2024
Country%Relative Weighting
United States 34.73%
New Zealand 28.18%
Australia 18.40%
China 2.98%
India 2.14%
Japan 1.97%
Taiwan 1.92%
South Korea 1.23%
United Kingdom 0.91%
France 0.78%
Germany 0.71%
Canada 0.67%
Brazil 0.46%
Saudi Arabia 0.45%
Switzerland 0.37%
Italy 0.37%
South Africa 0.32%
The Netherlands 0.30%
Spain 0.29%
Mexico 0.24%
Sweden 0.22%
Indonesia 0.21%
Thailand 0.21%
Denmark 0.21%
Malaysia 0.19%
United Arab Emirates 0.14%
Poland 0.12%
Belgium 0.11%
Hong Kong 0.10%
Turkey 0.09%
Qatar 0.09%
Kuwait 0.09%
Singapore 0.09%
Finland 0.08%
Ireland 0.07%
Philippines 0.07%
Austria 0.06%
Chile 0.06%
Greece 0.06%
Norway 0.06%
Israel 0.04%
Hungary 0.03%
Portugal 0.03%
Peru 0.02%
Romania 0.02%
Czech Republic 0.02%
Luxembourg 0.02%
Colombia 0.02%

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