Morningstar Fund Report
SuperLife KiwiSaver Aust Res
Performance
30 Apr 2022
Growth of $10,000

Fund: SuperLife KiwiSaver Aust Res

Index: Cat 50% S&P/NZX 50 &50% S&P/ASX 200

Category: Equity Region Australasia
Financial Year Total Returns
Mar-20 | Mar-21 | Mar-22 | Apr-22 | |
---|---|---|---|---|
Fund | -24.12 | 62.36 | 24.42 | -2.23 |
+/- Cat | -17.64 | 20.79 | 19.88 | -0.87 |
+/- Index | -16.18 | 25.86 | 19.39 | -1.57 |
Trailing Total Returns
as at 30 Apr 2022Total Return | +/- Cat | +/- Index | Cat Rank | |
---|---|---|---|---|
1 Month | -2.23 | -0.87 | -1.57 | 28 / 33 |
3 Month | 14.12 | 12.21 | 8.98 | 2 / 33 |
1 Year | 17.11 | 17.02 | 14.71 | 1 / 31 |
3 Year | 14.80 | 4.70 | 6.32 | 3 / 29 |
5 Year | 16.78 | 5.88 | 7.15 | 2 / 27 |
Risk Analysis
as at 30 Apr 20223-Year Risk Measures | Fund | Category | Index |
---|---|---|---|
Standard Deviation | 25.12 | 16.85 | 15.4 |
Sharpe Ratio | 0.65 | 0.57 | -- |
R-Squared | 46.58 | 78.69 | -- |
Beta | 1.11 | 0.94 | -- |
Alpha | 6.61 | 1.31 | -- |
Fund Details
Fund Inception | 21 Sep 2015 |
Responsible Entity | SmartShares Limited |
Fund Manager | SmartShares Limited |
Base Currency | $NZ |
Net Assets $Mil (as at 29 Apr 2022) |
14.20 |
Minimum Investment $ | 0 |
Regular Savings Plan (Yes/No) |
-- |
Cash Distributions | -- |
Current Investment Style
as at 30 Apr 2022

Size | Large Style | Value
Asset Allocation
% as at 30 Apr 2022
Domestic Equity | 0.000 |
International Equity | 99.578 |
Listed Property | 0.000 |
Unlisted Property | 0.000 |
Domestic Fixed Interest | 0.000 |
International Fixed Interest | 0.000 |
Cash | 0.399 |
Other | 0.023 |
Morningstar Sustainability Rating
Learn more
Quick Stats
as at --
APIR Code | -- |
Legal Type | Superannuation Fund |
Status | Open |
Category | Equity Region Australasia |
Entry Price $ | -- |
Exit Price $ | -- |
Exit Price 1 Week Change $ |
-- |
Morningstar Ratings
Overall |
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3 Year |
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5 Year |
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10 Year |
Prosective Fees & Costs
as at 03 Nov 2021
Total Cost Ratio (Prospective) | 0.59% |
Investment Management Fee | 0.58% |
Performance Fee Costs | 0.00% |
Administration Fees & Costs | -- |
Buy Spread/Sell Spread | -- / -- |