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

Fund: SuperLife KiwiSaver Aust Property

Index: S&P/ASX 300 TR AUD

Category: Equity Region Australia
Financial Year Total Returns
Mar-20 | Mar-21 | Mar-22 | Apr-22 | |
---|---|---|---|---|
Fund | -28.64 | 44.73 | 14.07 | 0.87 |
+/- Cat | -15.16 | 2.91 | 0.90 | 0.88 |
+/- Index | -13.36 | -0.99 | -0.30 | 0.31 |
Trailing Total Returns
as at 30 Apr 2022Total Return | +/- Cat | +/- Index | Cat Rank | |
---|---|---|---|---|
1 Month | 0.87 | 0.88 | 0.31 | 7 / 28 |
3 Month | 4.78 | -2.83 | -5.67 | 23 / 28 |
1 Year | 13.50 | 3.77 | 1.46 | 4 / 28 |
3 Year | 5.81 | -5.08 | -5.19 | 25 / 26 |
5 Year | 7.06 | -2.15 | -2.03 | 16 / 24 |
Risk Analysis
as at 30 Apr 20223-Year Risk Measures | Fund | Category | Index |
---|---|---|---|
Standard Deviation | 26.14 | 19.44 | -- |
Sharpe Ratio | 0.34 | 0.59 | -- |
R-Squared | 84.65 | 86.95 | -- |
Beta | 1.3 | 0.98 | -- |
Alpha | -6.22 | -0.33 | -- |
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) |
2.24 |
Minimum Investment $ | 0 |
Regular Savings Plan (Yes/No) |
-- |
Cash Distributions | -- |
Current Investment Style
as at 30 Apr 2022

Size | Medium Style | Value
Asset Allocation
% as at 30 Apr 2022
Domestic Equity | 0.000 |
International Equity | 99.816 |
Listed Property | 0.000 |
Unlisted Property | 0.000 |
Domestic Fixed Interest | 0.000 |
International Fixed Interest | 0.000 |
Cash | 0.159 |
Other | 0.025 |
Morningstar Sustainability Rating
Learn more
Quick Stats
as at --
APIR Code | -- |
Legal Type | Superannuation Fund |
Status | Open |
Category | Equity Region Australia |
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 | -- / -- |