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Morningstar Fund Report

SuperLife KiwiSaver Growth

Retail

Fund Report | Report generated 22 May 2022 |

Performance

30 Apr 2022

Growth of $10,000

Fund
Fund: SuperLife KiwiSaver Growth
Index
Index: Morningstar NZ Growth Tgt Alloc NR NZD
Category
Category: Multisector - Growth

Financial Year Total Returns

Mar-20 Mar-21 Mar-22 Apr-22
Fund -9.42 32.58 4.81 -2.87
+/- Cat -5.98 3.83 1.25 0.00
+/- Index -8.97 10.36 1.28 -1.44

Trailing Total Returns

as at 30 Apr 2022
Total Return +/- Cat +/- Index Cat Rank
1 Month -2.87 0.00 -1.44 36 / 66
3 Month -2.27 1.22 1.11 10 / 66
1 Year -0.28 1.52 -0.76 12 / 65
3 Year 6.06 -0.79 -0.38 36 / 59
5 Year 6.48 -1.09 -1.06 42 / 50

Risk Analysis

as at 30 Apr 2022
3-Year Risk Measures Fund Category Index
Standard Deviation 12.6 10.84 8.97
Sharpe Ratio 0.48 0.57 --
R-Squared 89.27 88.11 --
Beta 1.33 1.13 --
Alpha -1.93 -0.64 --

Fund Details

Fund Inception 16 Sep 2013
Responsible Entity SmartShares Limited
Fund Manager SmartShares Limited
Base Currency $NZ
Net Assets $Mil
(as at 29 Apr 2022)
44.52
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 13.428
International Equity 59.378
Listed Property 2.639
Unlisted Property 1.198
Domestic Fixed Interest 6.017
International Fixed Interest 8.746
Cash 4.429
Other 4.166

Morningstar Sustainability Rating  Learn more

Quick Stats

as at --

APIR Code --
Legal Type Superannuation Fund
Status Open
Category Multisector - Growth
Entry Price $ --
Exit Price $ --
Exit Price
1 Week Change $
--

Morningstar Ratings

Overall 2
3 Year 2
5 Year 2
10 Year  

Prosective Fees & Costs

as at 03 Nov 2021

Total Cost Ratio (Prospective) 0.61%
Investment Management Fee 0.60%
Performance Fee Costs 0.00%
Administration Fees & Costs --
Buy Spread/Sell Spread -- / --