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

Fund: SuperLife KiwiSaver Overseas Bonds

Index: Bloomberg Global Aggregate TR Hdg NZD

Category: Global Bond
Financial Year Total Returns
Mar-20 | Mar-21 | Mar-22 | Apr-22 | |
---|---|---|---|---|
Fund | 4.67 | 4.86 | -2.02 | -1.45 |
+/- Cat | 0.89 | 1.31 | 1.82 | 0.96 |
+/- Index | -1.35 | 3.46 | 1.58 | 1.40 |
Trailing Total Returns
as at 30 Apr 2022Total Return | +/- Cat | +/- Index | Cat Rank | |
---|---|---|---|---|
1 Month | -1.45 | 0.96 | 1.40 | 6 / 30 |
3 Month | -4.18 | 1.34 | 1.85 | 7 / 30 |
1 Year | -3.59 | 2.86 | 3.00 | 2 / 30 |
3 Year | 1.95 | 1.68 | 1.73 | 2 / 27 |
5 Year | 2.43 | 1.32 | 0.89 | 2 / 25 |
Risk Analysis
as at 30 Apr 20223-Year Risk Measures | Fund | Category | Index |
---|---|---|---|
Standard Deviation | 3.12 | 4.18 | 3.95 |
Sharpe Ratio | 0.44 | -0.1 | -- |
R-Squared | 72.75 | 78.55 | -- |
Beta | 0.68 | 0.92 | -- |
Alpha | 1.58 | -0.03 | -- |
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) |
9.12 |
Minimum Investment $ | 0 |
Regular Savings Plan (Yes/No) |
-- |
Cash Distributions | -- |
Current Investment Style
as at 30 Apr 2022

Size | Medium Style | Value
Asset Allocation
% as at 30 Apr 2022
Domestic Equity | 0.000 |
International Equity | 0.000 |
Listed Property | 0.000 |
Unlisted Property | 0.000 |
Domestic Fixed Interest | 0.000 |
International Fixed Interest | 99.932 |
Cash | 0.034 |
Other | 0.034 |
Morningstar Sustainability Rating
Learn more
Quick Stats
as at --
APIR Code | -- |
Legal Type | Superannuation Fund |
Status | Open |
Category | Global Bond |
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) | 0.59% |
Investment Management Fee | 0.58% |
Performance Fee Costs | 0.00% |
Administration Fees & Costs | -- |
Buy Spread/Sell Spread | -- / -- |