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About

Morningstar Fund Report

SuperLife KiwiSaver Conservative

Retail

Fund Report | Report generated 29 May 2022 |

Performance

30 Apr 2022

Growth of $10,000

Fund
Fund: SuperLife KiwiSaver Conservative
Index
Index: Morningstar NZ Mod Tgt Alloc NR NZD
Category
Category: Multisector - Moderate

Financial Year Total Returns

Mar-20 Mar-21 Mar-22 Apr-22
Fund -1.70 14.18 1.05 -1.94
+/- Cat -1.68 2.67 1.90 -0.07
+/- Index -4.09 5.55 1.80 -0.24

Trailing Total Returns

as at 30 Apr 2022
Total Return +/- Cat +/- Index Cat Rank
1 Month -1.94 -0.07 -0.24 24 / 53
3 Month -2.47 0.78 1.09 9 / 53
1 Year -1.92 1.94 1.44 8 / 53
3 Year 3.34 0.90 0.95 11 / 51
5 Year 4.09 0.53 0.23 14 / 43

Risk Analysis

as at 30 Apr 2022
3-Year Risk Measures Fund Category Index
Standard Deviation 6.46 5.42 4.86
Sharpe Ratio 0.44 0.86 --
R-Squared 84.28 85.12 --
Beta 1.22 1.04 --
Alpha 0.61 -0.05 --

Fund Details

Fund Inception 15 Nov 2010
Responsible Entity SmartShares Limited
Fund Manager SmartShares Limited
Base Currency $NZ
Net Assets $Mil
(as at 29 Apr 2022)
26.56
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 Multisector - Moderate
Entry Price $ --
Exit Price $ --
Exit Price
1 Week Change $
--

Morningstar Ratings

Overall 4
3 Year 4
5 Year 4
10 Year 4

Prosective Fees & Costs

as at 03 Nov 2021

Total Cost Ratio (Prospective) 0.57%
Investment Management Fee 0.56%
Performance Fee Costs 0.00%
Administration Fees & Costs --
Buy Spread/Sell Spread -- / --