Morningstar Fund Report
SuperLife KiwiSaver US Large Growth
Performance
31 Jan 2021
Growth of $10,000

Fund: SuperLife KiwiSaver US Large Growth

Index: S&P 500 TR NZD

Category: Equity Region North America
Financial Year Total Returns
Mar-18 | Mar-19 | Mar-20 | Jan-21 | |
---|---|---|---|---|
Fund | 10.59 | 17.31 | 18.98 | 33.84 |
+/- Cat | 2.14 | 6.86 | 20.96 | -- |
+/- Index | 0.13 | 1.49 | 11.97 | 13.93 |
Trailing Total Returns
as at 31 Jan 2021Total Return | +/- Cat | +/- Index | Cat Rank | |
---|---|---|---|---|
1 Month | 1.67 | -- | 2.78 | -- |
3 Month | 4.73 | -- | 0.14 | -- |
1 Year | 20.38 | -- | 15.09 | -- |
3 Year | 20.33 | -- | 7.64 | -- |
5 Year | 18.91 | -- | 5.23 | -- |
Risk Analysis
as at 31 Jan 20213-Year Risk Measures | Fund | Category | Index |
---|---|---|---|
Standard Deviation | 17.16 | -- | -- |
Sharpe Ratio | 1.11 | -- | -- |
R-Squared | 80.14 | -- | -- |
Beta | 1.11 | -- | -- |
Alpha | 5.82 | -- | -- |
Fund Details
Fund Inception | 21 Sep 2015 |
Responsible Entity | SmartShares Limited |
Fund Manager | SmartShares Limited |
Base Currency | $NZ |
Net Assets $Mil (as at 31 Jan 2021) |
19.43 |
Minimum Investment $ | 0 |
Regular Savings Plan (Yes/No) |
-- |
Cash Distributions | -- |
Current Investment Style
as at 31 Dec 2020

Size | Large Style | Growth
Asset Allocation
Morningstar Sustainability Rating
Learn more
Quick Stats
as at --
APIR Code | -- |
Legal Type | Superannuation Fund |
Status | Open |
Category | Equity Region North America |
Entry Price $ | -- |
Exit Price $ | -- |
Exit Price 1 Week Change $ |
-- |
Morningstar Ratings
Overall |
![]() |
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 Dec 2020) | 0.5700 |
Max Management Fee pa![]() |
0.56% |
Max Admin Fee pa![]() |
-- |
Max Brokerage | 0.0000 |