Morningstar Fund Report
SuperLife KiwiSaver NZ Mid Cap
Performance
30 Apr 2022
Growth of $10,000

Fund: SuperLife KiwiSaver NZ Mid Cap

Index: S&P/NZX 50 TR NZD

Category: Equity Region NZ
Financial Year Total Returns
Mar-20 | Mar-21 | Mar-22 | Apr-22 | |
---|---|---|---|---|
Fund | -11.63 | 41.03 | -0.42 | -1.47 |
+/- Cat | -10.17 | 8.86 | 0.59 | 0.27 |
+/- Index | -11.14 | 12.82 | 3.16 | 0.40 |
Trailing Total Returns
as at 30 Apr 2022Total Return | +/- Cat | +/- Index | Cat Rank | |
---|---|---|---|---|
1 Month | -1.47 | 0.27 | 0.40 | 14 / 44 |
3 Month | -1.31 | -1.26 | -1.27 | 40 / 44 |
1 Year | -2.65 | 1.66 | 4.00 | 7 / 43 |
3 Year | 6.74 | -0.90 | 0.87 | 18 / 35 |
5 Year | 11.11 | 0.27 | 1.11 | 13 / 32 |
Risk Analysis
as at 30 Apr 20223-Year Risk Measures | Fund | Category | Index |
---|---|---|---|
Standard Deviation | 16.51 | 14.88 | 14.17 |
Sharpe Ratio | 0.44 | 0.49 | -- |
R-Squared | 76.04 | 92.31 | -- |
Beta | 1.02 | 1 | -- |
Alpha | 1.13 | 1.06 | -- |
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) |
7.40 |
Minimum Investment $ | 0 |
Regular Savings Plan (Yes/No) |
-- |
Cash Distributions | -- |
Current Investment Style
as at 30 Apr 2022

Size | Medium Style | Blend
Asset Allocation
% as at 30 Apr 2022
Domestic Equity | 99.435 |
International Equity | 0.000 |
Listed Property | 0.000 |
Unlisted Property | 0.000 |
Domestic Fixed Interest | 0.000 |
International Fixed Interest | 0.000 |
Cash | 0.466 |
Other | 0.099 |
Morningstar Sustainability Rating
Learn more
Quick Stats
as at --
APIR Code | -- |
Legal Type | Superannuation Fund |
Status | Open |
Category | Equity Region NZ |
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 | -- / -- |