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About

Morningstar Fund Report

SuperLife KiwiSaver High Growth

Retail

Fund Report | Report generated 18 Apr 2021 |

Performance

31 Mar 2021

Growth of $10,000

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

Financial Year Total Returns

Mar-19 Mar-20 Mar-21 Mar-21
Fund 8.28 -12.67 40.56 40.56
+/- Cat 0.79 -7.46 7.39 7.39
+/- Index -2.58 -12.58 11.38 11.38

Trailing Total Returns

as at 31 Mar 2021
Total Return +/- Cat +/- Index Cat Rank
1 Month 3.97 0.50 -1.62 8 / 26
3 Month 4.85 1.51 -0.24 4 / 26
1 Year 40.56 7.35 11.38 3 / 26
3 Year 9.95 -0.77 -2.73 13 / 21
5 Year 9.78 -0.76 -1.87 16 / 20

Risk Analysis

as at 31 Mar 2021
3-Year Risk Measures Fund Category Index
Standard Deviation 15.52 12.67 12.1
Sharpe Ratio 0.63 0.79 --
R-Squared 82.34 86.98 --
Beta 1.16 0.98 --
Alpha -3.9 -1.54 --

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)
456.92
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 25.208
International Equity 65.820
Listed Property 7.681
Unlisted Property 0.000
Domestic Fixed Interest 0.000
International Fixed Interest 0.000
Cash 1.117
Other 0.175

Morningstar Sustainability Rating  Learn more

Quick Stats

as at --

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

Morningstar Ratings

Overall 2
3 Year 2
5 Year 2
10 Year  

Fees & Expenses

One-Time

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

Annual

MER pa (31 Mar 2021) 0.6300
Max Management Fee pa 0.62%
Max Admin Fee pa --
Max Brokerage 0.0000