Morningstar Fund Report
SuperLife KiwiSaver Default
Performance
30 Apr 2022
Growth of $10,000

Fund: SuperLife KiwiSaver Default

Index: Morningstar NZ Balance Tgt Alloc NR NZD

Category: Multisector - Balanced
Financial Year Total Returns
-- | -- | Mar-22 | Apr-22 | |
---|---|---|---|---|
Fund | -- | -- | -- | -1.68 |
+/- Cat | -- | -- | -- | 0.70 |
+/- Index | -- | -- | -- | -0.03 |
Trailing Total Returns
as at 30 Apr 2022Total Return | +/- Cat | +/- Index | Cat Rank | |
---|---|---|---|---|
1 Month | -1.68 | 0.70 | -0.03 | 13 / 78 |
3 Month | -3.39 | -0.86 | 0.48 | 34 / 78 |
1 Year | -- | -- | -- | -- |
3 Year | -- | -- | -- | -- |
5 Year | -- | -- | -- | -- |
Risk Analysis
as at 30 Apr 20223-Year Risk Measures | Fund | Category | Index |
---|---|---|---|
Standard Deviation | -- | -- | -- |
Sharpe Ratio | -- | -- | -- |
R-Squared | -- | -- | -- |
Beta | -- | -- | -- |
Alpha | -- | -- | -- |
Fund Details
Fund Inception | 01 Dec 2021 |
Responsible Entity | SmartShares Limited |
Fund Manager | SmartShares Limited |
Base Currency | $NZ |
Net Assets $Mil (as at 29 Apr 2022) |
367.42 |
Minimum Investment $ | -- |
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 | Multisector - Balanced |
Entry Price $ | -- |
Exit Price $ | -- |
Exit Price 1 Week Change $ |
-- |
Morningstar Ratings
Overall |
![]() |
3 Year | |
5 Year | |
10 Year |
Prosective Fees & Costs
as at 11 Jan 2022
Total Cost Ratio (Prospective) | 0.20% |
Investment Management Fee | 1.05% |
Performance Fee Costs | 0.00% |
Administration Fees & Costs | -- |
Buy Spread/Sell Spread | -- / -- |