Morningstar Fund Report
SuperLife KiwiSaver Total World
Performance
30 Apr 2022
Growth of $10,000

Fund: SuperLife KiwiSaver Total World

Index: MSCI World GR NZD

Category: Equity Region World
Financial Year Total Returns
Mar-20 | Mar-21 | Mar-22 | Apr-22 | |
---|---|---|---|---|
Fund | 0.90 | 32.29 | 6.66 | -1.05 |
+/- Cat | -0.34 | -4.09 | 1.21 | 1.23 |
+/- Index | -2.78 | 1.28 | -4.71 | 0.64 |
Trailing Total Returns
as at 30 Apr 2022Total Return | +/- Cat | +/- Index | Cat Rank | |
---|---|---|---|---|
1 Month | -1.05 | 1.23 | 0.65 | 17 / 46 |
3 Month | -4.06 | 1.37 | 2.89 | 18 / 46 |
1 Year | 3.85 | 3.21 | -3.27 | 14 / 41 |
3 Year | 10.05 | -0.55 | -1.92 | 13 / 33 |
5 Year | 9.67 | -0.82 | -2.31 | 13 / 26 |
Risk Analysis
as at 30 Apr 20223-Year Risk Measures | Fund | Category | Index |
---|---|---|---|
Standard Deviation | 12.64 | 12.71 | -- |
Sharpe Ratio | 0.77 | 0.75 | -- |
R-Squared | 81.1 | 77.33 | -- |
Beta | 0.92 | 0.9 | -- |
Alpha | -0.79 | -0.81 | -- |
Fund Details
Fund Inception | 21 Sep 2015 |
Responsible Entity | SmartShares Limited |
Fund Manager | SmartShares Limited |
Base Currency | $NZ |
Net Assets $Mil (as at 29 Apr 2022) |
9.53 |
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 | 99.669 |
Listed Property | 0.000 |
Unlisted Property | 0.000 |
Domestic Fixed Interest | 0.000 |
International Fixed Interest | 0.000 |
Cash | 0.363 |
Other | -0.032 |
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 |
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 | -- / -- |