Morningstar Fund Report
SuperLife KiwiSaver Default
Fund Report | Report generated 20 May 2022 | 
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 2022| Total 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 2022| 3-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 
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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 | -- / -- |