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Superlife KiwiSaver Scheme

NZ Shares Fund

SuperLife, managed by Smartshares Limited

Aggressive fund type

Here's what the provider says about this fund:

The NZ Shares Fund is designed to provide a return (after tax, fees and other expenses) that reflects the after-tax return on the New Zealand share market.

Considering switching to this fund? Read the must-knows of switching funds before you start the switching process.

Combined fees

This fund
0.84%
vs
Average
1.20%

The combined fees are how much you would have been charged for the year ended 30 June 2017 on the average KiwiSaver balance.

All the averages you see are for this same type of fund, so you’re comparing apples with apples.

Show fees breakdown

Combined fees include

Membership fees per year

This fund
$30.00
Average
$30.08

Here you’ll find the total breakdown of the combined fees. These don’t include other fees such as for switching or withdrawing.

+ Total fund fees

This fund
0.60%
Average
0.96%
Annual management fee
0.52%
0.81%
Performance-based fees
0.00%
0.00%
Other fees and costs
0.08%
0.29%

Your KiwiSaver money is invested by a professional fund manager, so there are always fees to pay. Fees can have a big impact on your nest egg, especially in the long run, so it pays to keep a close eye on how they add up.

Must-knows of KiwiSaver fees.

Combined fees example

On an aggressive fund of $12,700 the annual fees would be approximately:

This fund
$106.20
Average
$152.40

Services

From the June 2017 KiwiSaver provider survey

This fund
69%
vs
Average
81%

We surveyed KiwiSaver providers on how many different ways they help their members with investment options, communicate with members, and the extra services they offer.

So this rating is more about the quantity than the quality of services. 

Show survey categories

Compare services

Help with investment options

This fund
71%
Average
81%

Communications to members

67%
82%

Other services

67%
79%

Here ‘help’ means things like online forms, tools, calculators and information on how to optimise your KiwiSaver. 

More communication is not always better communication, but if the provider gives you options on how you like to be reached, that usually helps.

These extras include a range of additional services that are helpful.

Must-knows of KiwiSaver service

Returns

Since April 2012

This fund
16.42%
vs
Average
9.86%

Warning about returns!

These show how funds have performed in the past, but that’s not a good guide to how they’ll perform in the future. Don’t switch funds based on past returns.

Show yearly returns

Compare past returns

All returns shown are after total fund fees (not membership fees) and tax (28% PIR).

Last twelve months

This fund
12.46%
Average
11.35%

April 2016 - March 2017

11.13%
9.65%

April 2015 - March 2016

19.27%
2.81%

April 2014 - March 2015

0.55%
6.29%

April 2013 - March 2014

21.24%
3.99%

April 2012 - March 2013

34.62%
5.35%

April 2011 - March 2012

-2.35%
-1.95%

April 2010 - March 2011

13.68%
2.56%

April 2009 - March 2010

31.21%
7.31%

April 2008 - March 2009

-21.06%
-6.04%

The last twelve months refers to July 2016 to June 2017.

In general, it’s good to look at the longest possible time period when weighing returns. After all, with retirement savings, it’s the long game that counts.

Must-knows of KiwiSaver returns.

More fund details

Aggressive fund type

Which is the right type for me?

What’s in this fund

At 30 June 2017

This shows the actual mix of investments that this fund held on 30 June 2017. This mix continually changes because of market swings and managers’ rebalancing, so these percentages are a snapshot. But it will give you a good idea of where your money is being invested.

How this fund invests your money

How this fund invests your money
Cash Bonds Property Shares Other
Assets 2.96 0 0 97.04 0

Fund information

Number of members
3,384
Total value of fund
$19,694,955
Date fund started
24 Oct 2007

More information

More information can be found at:

www.superlifekiwisaver.co.nz

Top 10 investments

These assets make up 50% of this fund.

Top 10 investments
Kind of investment Country Percentage of the fund Name
Australasian equities NZ 8.74 Wellington Drive Technologies Ltd
Australasian equities NZ 6.17 Auckland International Airport Ltd
Australasian equities NZ 6.04 Fisher & Paykel Healthcare Corp Ltd
Australasian equities NZ 5.3 Ebos Group Ltd
Australasian equities NZ 4.57 Pacific Edge Ltd
Australasian equities NZ 4.43 Mainfreight Ltd
Australasian equities NZ 4 Delegat Group Ltd
Australasian equities NZ 3.9 Freightways Ltd
Australasian equities NZ 3.55 Abano Healthcare Group Ltd
Australasian equities NZ 3.3 Skellerup Holdings Ltd

Key personnel

Key personnel
Name Current position Time in role
Paul James Baldwin Director 0 years, 6 months
Michael John Chamberlain Head Of Superlife Funds Management - Nzx 2 years, 5 months
Guy Roulston Elliffe Director 1 years, 7 months
Bevan Keith Miller Director 3 years, 10 months
Alister John Williams Director 1 years, 7 months