Morningstar Fund Report
SuperLife KiwiSaver Europe
Performance
31 Jan 2021
Growth of $10,000

Fund: SuperLife KiwiSaver Europe

Index: MSCI Europe Ex UK GR NZD

Category: Equity Region Europe
Financial Year Total Returns
Mar-18 | Mar-19 | Mar-20 | Jan-21 | |
---|---|---|---|---|
Fund | 10.24 | 0.68 | -5.44 | 18.75 |
+/- Cat | -4.04 | 3.31 | -2.58 | -- |
+/- Index | -2.53 | -0.59 | -6.71 | 2.18 |
Trailing Total Returns
as at 31 Jan 2021Total Return | +/- Cat | +/- Index | Cat Rank | |
---|---|---|---|---|
1 Month | 0.32 | -- | 2.20 | -- |
3 Month | 13.43 | -- | 3.20 | -- |
1 Year | -3.25 | -- | -3.77 | -- |
3 Year | 1.73 | -- | -2.76 | -- |
5 Year | 5.71 | -- | -2.14 | -- |
Risk Analysis
as at 31 Jan 20213-Year Risk Measures | Fund | Category | Index |
---|---|---|---|
Standard Deviation | 15.43 | -- | -- |
Sharpe Ratio | 0.12 | -- | -- |
R-Squared | 84.26 | -- | -- |
Beta | 1.01 | -- | -- |
Alpha | -2.5 | -- | -- |
Fund Details
Fund Inception | 21 Sep 2015 |
Responsible Entity | SmartShares Limited |
Fund Manager | SmartShares Limited |
Base Currency | $NZ |
Net Assets $Mil (as at 31 Jan 2021) |
3.03 |
Minimum Investment $ | 0 |
Regular Savings Plan (Yes/No) |
-- |
Cash Distributions | -- |
Current Investment Style
as at 31 Dec 2020

Size | Large Style | Blend
Asset Allocation
Morningstar Sustainability Rating
Learn more
Quick Stats
as at --
APIR Code | -- |
Legal Type | Superannuation Fund |
Status | Open |
Category | Equity Region Europe |
Entry Price $ | -- |
Exit Price $ | -- |
Exit Price 1 Week Change $ |
-- |
Morningstar Ratings
Overall |
![]() |
3 Year | |
5 Year | |
10 Year |
Fees & Expenses
One-Time
Entry Fee/Contribution Fee | -- |
Exit Fee/Withdrawal Fee | -- |
Buy/Sell Spread | -- |
Annual
MER pa (31 Dec 2020) | 0.5900 |
Max Management Fee pa![]() |
0.58% |
Max Admin Fee pa![]() |
-- |
Max Brokerage | 0.0000 |