Morningstar Fund Report
SuperLife KiwiSaver Ethica
Performance
31 May 2022
Growth of $10,000

Fund: SuperLife KiwiSaver Ethica

Index: Morningstar NZ Balance Tgt Alloc NR NZD

Category: Multisector - Balanced
Financial Year Total Returns
-- | -- | -- | -- | |
---|---|---|---|---|
Fund | -- | -- | -- | -- |
+/- Cat | -- | -- | -- | -- |
+/- Index | -- | -- | -- | -- |
Trailing Total Returns
as at 31 May 2022Total Return | +/- Cat | +/- Index | Cat Rank | |
---|---|---|---|---|
1 Month | -2.37 | -0.99 | -1.58 | 83 / 84 |
3 Month | -3.43 | -0.95 | -0.70 | 41 / 84 |
1 Year | -3.42 | -0.35 | -1.41 | 27 / 78 |
3 Year | 7.26 | 2.46 | 2.90 | 4 / 68 |
5 Year | 6.69 | 1.42 | 1.03 | 4 / 64 |
Risk Analysis
as at 31 May 20223-Year Risk Measures | Fund | Category | Index |
---|---|---|---|
Standard Deviation | 10.59 | 8.27 | 6.8 |
Sharpe Ratio | 0.66 | 0.5 | -- |
R-Squared | 85.53 | 86.84 | -- |
Beta | 1.44 | 1.13 | -- |
Alpha | 1.38 | -0.28 | -- |
Fund Details
Fund Inception | 31 Mar 2008 |
Responsible Entity | SmartShares Limited |
Fund Manager | SmartShares Limited |
Base Currency | $NZ |
Net Assets $Mil (as at 29 Apr 2022) |
56.19 |
Minimum Investment $ | 0 |
Regular Savings Plan (Yes/No) |
-- |
Cash Distributions | -- |
Current Investment Style
Style Box is unavailable.
Asset Allocation
Morningstar Sustainability Rating
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Quick Stats
as at --
APIR Code | -- |
Legal Type | Superannuation Fund |
Status | Open |
Category | Multisector - Balanced |
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 |
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Prosective Fees & Costs
as at 03 Nov 2021
Total Cost Ratio (Prospective) | 0.70% |
Investment Management Fee | 0.69% |
Performance Fee Costs | 0.00% |
Administration Fees & Costs | -- |
Buy Spread/Sell Spread | -- / -- |