Morningstar Fund Report
SuperLife KiwiSaver Ovrs ShrsCcyH
Performance
31 Mar 2021
Growth of $10,000

Fund: SuperLife KiwiSaver Ovrs ShrsCcyH

Index: Morningstar DM xAus Large-Mid NR Hdg NZD

Category: Equity Region World - Hedged
Financial Year Total Returns
Mar-19 | Mar-20 | Mar-21 | Mar-21 | |
---|---|---|---|---|
Fund | 3.63 | -17.16 | 48.10 | 48.10 |
+/- Cat | -2.62 | -10.70 | 6.75 | 6.75 |
+/- Index | -2.74 | -6.07 | -1.52 | -1.52 |
Trailing Total Returns
as at 31 Mar 2021Total Return | +/- Cat | +/- Index | Cat Rank | |
---|---|---|---|---|
1 Month | 3.83 | 0.06 | -0.45 | 25 / 41 |
3 Month | 7.39 | 1.55 | 1.05 | 9 / 41 |
1 Year | 48.10 | 6.75 | -1.52 | 11 / 40 |
3 Year | 8.34 | -3.67 | -3.93 | 35 / 38 |
5 Year | 10.31 | -1.50 | -3.25 | 28 / 33 |
Risk Analysis
as at 31 Mar 20213-Year Risk Measures | Fund | Category | Index |
---|---|---|---|
Standard Deviation | 19.43 | 15.4 | 17.48 |
Sharpe Ratio | 0.46 | 0.75 | -- |
R-Squared | 94.43 | 86.49 | -- |
Beta | 1.08 | 0.82 | -- |
Alpha | -4.17 | 1.39 | -- |
Fund Details
Fund Inception | 24 Oct 2007 |
Responsible Entity | SmartShares Limited |
Fund Manager | SmartShares Limited |
Base Currency | $NZ |
Net Assets $Mil (as at 31 Mar 2021) |
19.59 |
Minimum Investment $ | 0 |
Regular Savings Plan (Yes/No) |
-- |
Cash Distributions | -- |
Current Investment Style
Style Box is unavailable.
Asset Allocation
Morningstar Sustainability Rating
Learn more
Quick Stats
as at --
APIR Code | -- |
Legal Type | Superannuation Fund |
Status | Open |
Category | Equity Region World - Hedged |
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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Fees & Expenses
One-Time
Entry Fee/Contribution Fee | -- |
Exit Fee/Withdrawal Fee | -- |
Buy/Sell Spread | -- |
Annual
MER pa (31 Mar 2021) | 0.5800 |
Max Management Fee pa![]() |
0.57% |
Max Admin Fee pa![]() |
-- |
Max Brokerage | 0.0000 |