SuperLife

SuperLife SMT Australasian Shares Fund

Fund Facts

Asset Class Australasian Equities
Geographic Focus Australia and New Zealand
Market Index The market index combines the S&P/NZX 50 Index (70%) and the S&P/ASX 200 Fossil Fuel Screened (AUD) Index, 50% hedged to the New Zealand dollar (30%).

Fund Value ( 28/03/2024) $7,286,565
Fund Start Date 1 July 2000
Risk Indicator ( 29/12/2023)

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Returns and Fees

28 March 2024
Last month Last year 3 years (p.a.) 5 years (p.a.)
Return
(after deductions for charges and tax)
3.54% 4.83% 1.56% 5.07%
Market Index Return
(reflects no deductions for charges and tax)
3.62% 6.85% 3.18% 6.77%
Fee Amount
Administration fee An administration fee may apply. If you are an ordinary member, you may pay an administration fee of up to 0.50% of the daily average balance of your account. If you are a specified member, the administration fee you pay (if anything) will depend on what has been agreed with your employer – please consult your employer for more information.
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.

Smartshares

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