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About

Morningstar Fund Report

SuperLife KiwiSaver Growth

Retail

Fund Report | Report generated 13 May 2021 |

Performance

--

Growth of $10,000

Fund
Fund: SuperLife KiwiSaver Growth
Index
Index: Morningstar NZ Msec Growth TR NZD
Category
Category: Multisector - Growth

Financial Year Total Returns

-- -- -- --
Fund -- -- -- --
+/- Cat -- -- -- --
+/- Index -- -- -- --

Trailing Total Returns

as at --
Total Return +/- Cat +/- Index Cat Rank
1 Month -- -- -- --
3 Month -- -- -- --
1 Year -- -- -- --
3 Year -- -- -- --
5 Year -- -- -- --

Risk Analysis

as at --
3-Year Risk Measures Fund Category Index
Standard Deviation -- -- --
Sharpe Ratio -- -- --
R-Squared -- -- --
Beta -- -- --
Alpha -- -- --

Fund Details

Fund Inception 16 Sep 2013
Responsible Entity SmartShares Limited
Fund Manager SmartShares Limited
Base Currency $NZ
Net Assets $Mil
(as at 31 Mar 2021)
33.47
Minimum Investment $ 0
Regular Savings Plan
(Yes/No)
--
Cash Distributions --

Current Investment Style

as at 31 Dec 2020

Size | Large Style | Blend

Asset Allocation

% as at 30 Sep 2020

Domestic Equity 19.714
International Equity 52.635
Listed Property 7.684
Unlisted Property 0.000
Domestic Fixed Interest 6.443
International Fixed Interest 12.074
Cash 1.359
Other 0.092

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 0
3 Year  
5 Year  
10 Year  

Fees & Expenses

One-Time

Entry Fee/Contribution Fee --
Exit Fee/Withdrawal Fee --
Buy/Sell Spread --

Annual

MER pa (31 Mar 2021) 0.6100
Max Management Fee pa 0.60%
Max Admin Fee pa --
Max Brokerage 0.0000