Morningstar Fund Report
SuperLife KiwiSaver Income
Fund Report | Report generated 04 Jul 2022 | 
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 2022| Total 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 2022| 3-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 
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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 | -- / -- |