Fund Facts
| Asset Class | Multi-asset class |
|---|---|
| Geographic Focus | International |
| Market Index | The market index for the age step is a composite index. It is made up of the indices used to measure the performance of the assets that the age step invests in. The market index return for the age step is calculated using the weighted average annual return of the market indices used to measure the performance of the assets that the age step 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 ( 30/06/2025) | $0 |
|---|---|
| Fund Start Date | 15 September 2013 |
| Risk Indicator ( 30/06/2025) |
Lower risk Higher risk Potentially lower return Potentially higher return |
| Fund Value ( 30/06/2025) | $0 |
|---|---|
| Fund Start Date | 28 October 2016 |
| Risk Indicator ( 30/06/2025) |
Lower risk Higher risk Potentially lower return Potentially higher return |
| Fund Value ( 30/06/2025) | $0 |
|---|---|
| Fund Start Date | 15 September 2013 |
| Risk Indicator ( 30/06/2025) |
Lower risk Higher risk Potentially lower return Potentially higher return |
| Fund Value ( 30/06/2025) | $0 |
|---|---|
| Fund Start Date | 15 September 2013 |
| Risk Indicator ( 30/06/2025) |
Lower risk Higher risk Potentially lower return Potentially higher return |
Returns and Fees
30 June 2025| Last month | Last year | 3 years (p.a.) | 5 years (p.a.) | |
|---|---|---|---|---|
|
Return (after deductions for charges and tax) |
1.86% | 9.24% | 9.01% | 7.68% |
|
Market Index Return (reflects no deductions for charges and tax) |
2.00% | 11.99% | 11.45% | 9.92% |
| Fee | Amount |
|---|---|
| Fund Charges (estimate) | 0.62% 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) |
1.87% | 9.32% | 9.03% | 7.69% |
|
Market Index Return (reflects no deductions for charges and tax) |
2.00% | 11.99% | 11.45% | 9.92% |
| Fee | Amount |
|---|---|
| Fund Charges (estimate) | 0.52% 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) |
1.86% | 9.25% | 9.02% | 7.70% |
|
Market Index Return (reflects no deductions for charges and tax) |
2.00% | 11.99% | 11.45% | 9.92% |
| Fee | Amount |
|---|---|
| Fund Charges (estimate) | 0.62% 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) |
1.85% | 9.08% | 8.86% | 7.58% |
|
Market Index Return (reflects no deductions for charges and tax) |
2.00% | 11.99% | 11.45% | 9.92% |
| Fee | Amount |
|---|---|
| Fund Charges (estimate) | 0.83% 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.
Top 10 Fund Investments
30 June 2025
SuperLife Age Steps invests in the SuperLife High Growth Fund, SuperLife Income Fund and NZ Cash Fund. As an investor’s age increases, the proportion of investments in SuperLife High Growth Fund is reduced (and proportion in the SuperLife Income Fund and NZ Cash Fund increases). To view the top 10 individual holdings, download the latest fund update at the top of this page.