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About

Morningstar Fund Report

SuperLife KiwiSaver High Growth

Retail

Fund Report | Report generated 20 Jan 2022 |

Performance

30 Nov 2021

Growth of $10,000

Fund
Fund: SuperLife KiwiSaver High Growth
Index
Index: Morningstar NZ Agg Tgt Alloc NR NZD
Category
Category: Multisector - Aggressive

Financial Year Total Returns

Mar-19 Mar-20 Mar-21 Dec-21
Fund 8.28 -12.67 40.56 11.52
+/- Cat 0.79 -7.46 7.39 0.88
+/- Index -1.67 -11.43 11.55 -0.30

Trailing Total Returns

as at 30 Nov 2021
Total Return +/- Cat +/- Index Cat Rank
1 Month -0.01 0.04 -1.13 --
3 Month -0.46 0.29 -0.55 --
1 Year 16.31 1.92 0.06 --
3 Year 12.00 -0.85 -1.57 --
5 Year 10.64 -0.75 -1.94 --

Risk Analysis

as at 30 Nov 2021
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 Dec 2021)
62.69
Minimum Investment $ 0
Regular Savings Plan
(Yes/No)
--
Cash Distributions --

Current Investment Style

as at 30 Jun 2021

Size | Large Style | Blend

Asset Allocation

% as at 30 Sep 2021

Domestic Equity 25.580
International Equity 65.642
Listed Property 7.561
Unlisted Property 0.000
Domestic Fixed Interest 0.000
International Fixed Interest 0.000
Cash 1.874
Other -0.656

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 0
3 Year  
5 Year  
10 Year  

Prosective Fees & Costs

as at 03 Nov 2021

Total Cost Ratio (Prospective) 0.63%
Investment Management Fee 0.62%
Performance Fee Costs 0.00%
Administration Fees & Costs --
Buy Spread/Sell Spread -- / --