Morningstar Fund Report
SuperLife KiwiSaver Overseas Shares
Performance
30 Apr 2022
Growth of $10,000

Fund: SuperLife KiwiSaver Overseas Shares

Index: MSCI World GR NZD

Category: Equity Region World
Financial Year Total Returns
Mar-20 | Mar-21 | Mar-22 | Apr-22 | |
---|---|---|---|---|
Fund | -0.75 | 31.33 | 7.65 | -0.69 |
+/- Cat | -1.99 | -5.06 | 2.20 | 1.59 |
+/- Index | -4.43 | 0.32 | -3.72 | 1.01 |
Trailing Total Returns
as at 30 Apr 2022Total Return | +/- Cat | +/- Index | Cat Rank | |
---|---|---|---|---|
1 Month | -0.69 | 1.59 | 1.01 | 15 / 46 |
3 Month | -4.00 | 1.44 | 2.96 | 16 / 46 |
1 Year | 5.37 | 4.72 | -1.76 | 9 / 41 |
3 Year | 9.69 | -0.90 | -2.27 | 21 / 33 |
5 Year | 9.44 | -1.06 | -2.55 | 17 / 26 |
Risk Analysis
as at 30 Apr 20223-Year Risk Measures | Fund | Category | Index |
---|---|---|---|
Standard Deviation | 13.01 | 12.71 | -- |
Sharpe Ratio | 0.73 | 0.75 | -- |
R-Squared | 83.35 | 77.33 | -- |
Beta | 0.96 | 0.9 | -- |
Alpha | -1.52 | -0.81 | -- |
Fund Details
Fund Inception | 24 Oct 2007 |
Responsible Entity | SmartShares Limited |
Fund Manager | SmartShares Limited |
Base Currency | $NZ |
Net Assets $Mil (as at 29 Apr 2022) |
25.16 |
Minimum Investment $ | 0 |
Regular Savings Plan (Yes/No) |
-- |
Cash Distributions | -- |
Current Investment Style
as at 30 Apr 2022

Size | Large Style | Blend
Asset Allocation
% as at 30 Apr 2022
Domestic Equity | 0.000 |
International Equity | 99.719 |
Listed Property | 0.000 |
Unlisted Property | 0.000 |
Domestic Fixed Interest | 0.000 |
International Fixed Interest | 0.000 |
Cash | 0.272 |
Other | 0.010 |
Morningstar Sustainability Rating
Learn more
Quick Stats
as at --
APIR Code | -- |
Legal Type | Superannuation Fund |
Status | Open |
Category | Equity Region World |
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) | 0.58% |
Investment Management Fee | 0.57% |
Performance Fee Costs | 0.00% |
Administration Fees & Costs | -- |
Buy Spread/Sell Spread | -- / -- |