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About

Morningstar Fund Report

SuperLife KiwiSaver Total Wld (NZD H)

Retail

Fund Report | Report generated 22 Oct 2021 |

Performance

30 Sep 2021

Growth of $10,000

Fund
Fund: SuperLife KiwiSaver Total Wld (NZD H)
Index
Index: Morningstar DM xAus Large-Mid NR Hdg NZD
Category
Category: Equity Region World - Hedged

Financial Year Total Returns

-- -- Mar-21 Sep-21
Fund -- -- -- 8.31
+/- Cat -- -- -- 1.17
+/- Index -- -- -- 0.33

Trailing Total Returns

as at 30 Sep 2021
Total Return +/- Cat +/- Index Cat Rank
1 Month -1.37 1.49 -- --
3 Month 1.10 1.01 -- --
1 Year 28.28 3.86 -- --
3 Year -- -- -- --
5 Year -- -- -- --

Risk Analysis

as at 30 Sep 2021
3-Year Risk Measures Fund Category Index
Standard Deviation -- 16.26 17.76
Sharpe Ratio -- 0.71 --
R-Squared -- 88.11 --
Beta -- 0.86 --
Alpha -- 1 --

Fund Details

Fund Inception 15 Jul 2020
Responsible Entity SmartShares Limited
Fund Manager SmartShares Limited
Base Currency $NZ
Net Assets $Mil
(as at 30 Sep 2021)
1.15
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 Equity Region World - Hedged
Entry Price $ --
Exit Price $ --
Exit Price
1 Week Change $
--

Morningstar Ratings

Overall 0
3 Year  
5 Year  
10 Year  

Prosective Fees & Costs

as at --

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