Morningstar Fund Report
SuperLife KiwiSaver Income
Performance
31 May 2022
Growth of $10,000

Fund: SuperLife KiwiSaver Income

Index: Bloomberg Global Aggregate TR Hdg NZD

Category: Global Bond
Financial Year Total Returns
-- | -- | -- | -- | |
---|---|---|---|---|
Fund | -- | -- | -- | -- |
+/- Cat | -- | -- | -- | -- |
+/- Index | -- | -- | -- | -- |
Trailing Total Returns
as at 31 May 2022Total Return | +/- Cat | +/- Index | Cat Rank | |
---|---|---|---|---|
1 Month | 0.36 | 0.31 | 0.50 | 5 / 34 |
3 Month | -2.03 | 1.99 | 2.95 | 1 / 33 |
1 Year | -3.82 | 2.78 | 3.11 | 1 / 33 |
3 Year | 1.09 | 1.13 | 1.38 | 6 / 27 |
5 Year | 2.17 | 1.16 | 0.79 | 4 / 25 |
Risk Analysis
as at 31 May 20223-Year Risk Measures | Fund | Category | Index |
---|---|---|---|
Standard Deviation | 3.51 | 4.14 | -- |
Sharpe Ratio | 0.15 | -0.19 | -- |
R-Squared | 74.59 | 78.4 | -- |
Beta | 0.78 | 0.93 | -- |
Alpha | 1.18 | 0.1 | -- |
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) |
191.92 |
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 | Global Bond |
Entry Price $ | -- |
Exit Price $ | -- |
Exit Price 1 Week Change $ |
-- |
Morningstar Ratings
Overall |
![]() |
3 Year |
![]() |
5 Year |
![]() |
10 Year |
Prosective Fees & Costs
as at 03 Nov 2021
Total Cost Ratio (Prospective) | 0.56% |
Investment Management Fee | 0.55% |
Performance Fee Costs | 0.00% |
Administration Fees & Costs | -- |
Buy Spread/Sell Spread | -- / -- |