Morningstar Fund Report
SuperLife KiwiSaver NZ Top 50
Performance
31 May 2022
Growth of $10,000

Fund: SuperLife KiwiSaver NZ Top 50

Index: S&P/NZX 50 TR NZD

Category: Equity Region NZ
Financial Year Total Returns
-- | -- | -- | -- | |
---|---|---|---|---|
Fund | -- | -- | -- | -- |
+/- Cat | -- | -- | -- | -- |
+/- Index | -- | -- | -- | -- |
Trailing Total Returns
as at 31 May 2022Total Return | +/- Cat | +/- Index | Cat Rank | |
---|---|---|---|---|
1 Month | -4.57 | 0.48 | 0.28 | 8 / 48 |
3 Month | -4.62 | 0.80 | 0.97 | 13 / 48 |
1 Year | -7.25 | 0.06 | 0.97 | 19 / 46 |
3 Year | 5.39 | -0.01 | 1.61 | 12 / 36 |
5 Year | 9.91 | 0.22 | 1.12 | 11 / 33 |
Risk Analysis
as at 31 May 20223-Year Risk Measures | Fund | Category | Index |
---|---|---|---|
Standard Deviation | 15.85 | 15.13 | 14.51 |
Sharpe Ratio | 0.37 | 0.34 | -- |
R-Squared | 92.22 | 92.78 | -- |
Beta | 1.05 | 1 | -- |
Alpha | 1.57 | 0.95 | -- |
Fund Details
Fund Inception | 19 Jan 2015 |
Responsible Entity | SmartShares Limited |
Fund Manager | SmartShares Limited |
Base Currency | $NZ |
Net Assets $Mil (as at 29 Apr 2022) |
59.95 |
Minimum Investment $ | 0 |
Regular Savings Plan (Yes/No) |
-- |
Cash Distributions | -- |
Current Investment Style
as at 31 May 2022

Size | Medium Style | Blend
Asset Allocation
% as at 30 Apr 2022
Domestic Equity | 99.772 |
International Equity | 0.000 |
Listed Property | 0.000 |
Unlisted Property | 0.000 |
Domestic Fixed Interest | 0.000 |
International Fixed Interest | 0.000 |
Cash | 0.215 |
Other | 0.013 |
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 | -- / -- |