| Fund | Last month | Last year | 3 years (p.a.) | 5 years (p.a.) | Fund charges (p.a.) |
|---|---|---|---|---|---|
| SuperLife Age Steps - Age 20 | 4.13% | 16.38% | 5.04% | 6.97% | 0.63% |
| SuperLife Age Steps - Age 30 | 3.52% | 13.97% | 4.07% | 5.95% | 0.62% |
| SuperLife Age Steps - Age 40 | 3.52% | 13.97% | 4.07% | 5.95% | 0.62% |
| SuperLife Age Steps - Age 50 | 3.33% | 13.22% | 3.76% | 5.62% | 0.61% |
| SuperLife Age Steps - Age 60 | 2.68% | 10.71% | 2.67% | 4.39% | 0.60% |
| SuperLife Age Steps - Age 70 | 1.99% | 8.08% | 1.54% | 3.12% | 0.58% |
| SuperLife Age Steps - Age 80 | 0.85% | 3.79% | -0.38% | 0.93% | 0.56% |
| SuperLife Income Fund | 0.46% | 2.38% | -0.92% | 0.44% | 0.56% |
| SuperLife Conservative Fund | 1.76% | 7.37% | 1.27% | 2.66% | 0.57% |
| SuperLife Balanced Fund | 2.81% | 11.25% | 2.92% | 4.78% | 0.60% |
| SuperLife Growth Fund | 3.44% | 14.02% | 4.06% | 5.92% | 0.61% |
| SuperLife High Growth Fund | 4.29% | 16.99% | 5.28% | 7.22% | 0.63% |
| SuperLife Default Fund | 2.56% | 12.28% | 0.20% | ||
| Ethica Fund | 2.60% | 12.81% | 3.17% | 6.21% | 0.70% |
| Castle Point 5 Oceans Fund | 1.46% | 4.69% | 1.61% | 1.43% | |
| S&P/NZX 50 Fund | 2.95% | 1.37% | -1.92% | 0.59% | |
| NZ Shares Fund | 3.08% | 1.37% | -2.04% | 2.54% | 0.59% |
| NZ Top 50 Fund | 3.08% | 1.33% | -2.06% | 3.78% | 0.59% |
| NZ Top 10 Fund | 2.72% | 1.10% | -1.12% | 4.17% | 0.59% |
| NZ Mid Cap Fund | 5.13% | 1.59% | -3.06% | 2.22% | 0.59% |
| NZ Dividend Fund | 4.56% | 2.51% | 0.53% | 2.30% | 0.59% |
| NZ Property Fund | 2.73% | 1.25% | -5.52% | 0.58% | 0.59% |
| S&P/ASX 200 Fund | 5.15% | 13.61% | 7.35% | 0.59% | |
| Australian Shares Fund | 4.46% | 15.01% | 8.43% | 8.25% | 0.59% |
| Australian Top 20 Fund | 5.14% | 13.39% | 8.12% | 8.79% | 0.59% |
| Australian Mid Cap Fund | 5.17% | 14.30% | 7.63% | 10.52% | 0.59% |
| Australian Dividend Fund | 4.00% | 12.78% | 7.72% | 6.12% | 0.59% |
| Australian Financials Fund | 5.56% | 27.55% | 10.33% | 9.54% | 0.59% |
| Australian Resources Fund | 6.51% | 0.24% | 8.45% | 8.76% | 0.59% |
| Australian Property Fund | 9.76% | 15.93% | 2.00% | 1.66% | 0.59% |
| US 500 Fund | 4.74% | 34.93% | 15.04% | 15.81% | 0.54% |
| US Large Growth Fund | 4.96% | 45.42% | 15.17% | 18.89% | 0.57% |
| US Large Value Fund | 5.91% | 24.16% | 13.21% | 12.17% | 0.57% |
| US Mid Cap Fund | 6.40% | 24.91% | 9.27% | 11.75% | 0.57% |
| US Small Cap Fund | 5.35% | 26.11% | 6.99% | 10.51% | 0.57% |
| Overseas Shares Fund | 5.42% | 29.17% | 11.66% | 12.16% | 0.58% |
| Overseas Shares (Currency Hedged) Fund | 4.53% | 26.58% | 8.49% | 9.40% | 0.58% |
| Total World Fund | 4.93% | 26.91% | 10.02% | 11.69% | 0.58% |
| Total World (NZD Hedged) Fund | 4.01% | 23.79% | 6.55% | 0.58% | |
| Asia Pacific Fund | 6.97% | 20.38% | 4.20% | 6.73% | 0.59% |
| Emerging Markets Fund | 2.63% | 7.78% | -1.00% | 3.27% | 0.73% |
| Europe Fund | 6.16% | 16.99% | 8.82% | 8.63% | 0.59% |
| Global Property Fund | 4.38% | 7.87% | -1.81% | -0.31% | 0.58% |
| NZ Bonds Fund | 0.55% | 3.72% | -0.06% | 0.99% | 0.54% |
| S&P/NZX NZ Government Bond Fund | 0.40% | 1.51% | -2.19% | 0.54% | |
| Overseas Bonds Fund | 1.03% | 3.49% | -1.10% | 0.58% | 0.59% |
| Overseas Non-government Bonds Fund | 0.85% | 3.50% | -1.66% | 0.10% | 0.54% |
| Global Aggregate Bond Fund | 0.97% | 2.00% | -3.53% | 0.59% | |
| NZ Cash Fund | 0.25% | 3.70% | 2.11% | 1.68% | 0.52% |
| UK Cash Fund | 1.05% | 7.12% | 2.73% | 1.79% | 0.49% |
| Fund | Last month | Last year | 3 years (p.a.) | 5 years (p.a.) | Fund charges (p.a.) |
|---|---|---|---|---|---|
| SuperLife Age Steps - Age 20 | 4.14% | 16.35% | 5.10% | 6.97% | 0.53% |
| SuperLife Age Steps - Age 30 | 3.53% | 13.96% | 4.14% | 5.97% | 0.52% |
| SuperLife Age Steps - Age 40 | 3.53% | 13.96% | 4.14% | 5.97% | 0.52% |
| SuperLife Age Steps - Age 50 | 3.34% | 13.22% | 3.84% | 5.65% | 0.51% |
| SuperLife Age Steps - Age 60 | 2.69% | 10.72% | 2.76% | 4.42% | 0.50% |
| SuperLife Age Steps - Age 70 | 2.00% | 8.12% | 1.63% | 3.18% | 0.48% |
| SuperLife Age Steps - Age 80 | 0.85% | 3.85% | -0.27% | 1.02% | 0.46% |
| SuperLife Income Fund | 0.47% | 2.46% | -0.79% | 0.54% | 0.46% |
| SuperLife Conservative Fund | 1.77% | 7.41% | 1.38% | 2.74% | 0.47% |
| SuperLife Balanced Fund | 2.82% | 11.24% | 3.01% | 4.82% | 0.50% |
| SuperLife Growth Fund | 3.44% | 14.04% | 4.13% | 5.97% | 0.51% |
| SuperLife High Growth Fund | 4.29% | 16.95% | 5.34% | 7.22% | 0.53% |
| Ethica Fund | 2.57% | 12.70% | 3.18% | 6.21% | 0.60% |
| Castle Point 5 Oceans Fund | 1.43% | 4.64% | 1.64% | 1.33% | |
| S&P/NZX 50 Fund | 2.96% | 0.97% | -2.11% | 0.49% | |
| NZ Shares Fund | 3.09% | 1.40% | -1.92% | 2.58% | 0.49% |
| NZ Top 50 Fund | 3.09% | 1.37% | -2.00% | 3.79% | 0.49% |
| NZ Top 10 Fund | 2.73% | 1.16% | -1.05% | 4.22% | 0.49% |
| NZ Mid Cap Fund | 5.14% | 1.68% | -2.95% | 2.27% | 0.49% |
| NZ Dividend Fund | 4.57% | 2.46% | 0.56% | 2.28% | 0.49% |
| NZ Property Fund | 2.74% | 1.23% | -5.43% | 0.62% | 0.49% |
| S&P/ASX 200 Fund | 5.16% | 13.63% | 7.40% | 0.49% | |
| Australian Shares Fund | 4.47% | 14.96% | 8.36% | 8.16% | 0.49% |
| Australian Top 20 Fund | 5.16% | 13.43% | 8.09% | 8.76% | 0.49% |
| Australian Mid Cap Fund | 5.17% | 14.26% | 7.64% | 10.47% | 0.49% |
| Australian Dividend Fund | 4.01% | 12.68% | 7.54% | 5.98% | 0.49% |
| Australian Financials Fund | 5.57% | 27.53% | 10.37% | 9.55% | 0.49% |
| Australian Resources Fund | 6.53% | 0.26% | 8.28% | 8.59% | 0.49% |
| Australian Property Fund | 9.79% | 15.95% | 2.09% | 1.70% | 0.49% |
| US 500 Fund | 4.75% | 34.81% | 15.03% | 15.80% | 0.44% |
| US Large Growth Fund | 4.96% | 45.21% | 15.19% | 18.86% | 0.47% |
| US Large Value Fund | 5.92% | 24.15% | 13.30% | 12.23% | 0.47% |
| US Mid Cap Fund | 6.41% | 24.84% | 9.31% | 11.75% | 0.47% |
| US Small Cap Fund | 5.36% | 25.97% | 7.05% | 10.53% | 0.47% |
| Overseas Shares Fund | 5.40% | 28.71% | 11.53% | 12.05% | 0.48% |
| Overseas Shares (Currency Hedged) Fund | 4.51% | 26.21% | 8.47% | 9.29% | 0.48% |
| Total World Fund | 4.90% | 26.72% | 9.97% | 11.67% | 0.48% |
| Total World (NZD Hedged) Fund | 4.00% | 23.68% | 6.47% | 0.48% | |
| Asia Pacific Fund | 6.98% | 20.32% | 4.24% | 6.76% | 0.49% |
| Emerging Markets Fund | 2.63% | 7.66% | -1.04% | 3.23% | 0.63% |
| Europe Fund | 6.17% | 16.92% | 8.80% | 8.62% | 0.49% |
| Global Property Fund | 4.37% | 7.79% | -1.76% | -0.21% | 0.48% |
| NZ Bonds Fund | 0.56% | 3.79% | 0.04% | 1.07% | 0.44% |
| S&P/NZX NZ Government Bond Fund | 0.40% | 1.58% | -2.02% | 0.44% | |
| Overseas Bonds Fund | 1.04% | 3.56% | -0.92% | 0.70% | 0.49% |
| Overseas Non-government Bonds Fund | 0.85% | 3.58% | -1.56% | 0.18% | 0.44% |
| Global Aggregate Bond Fund | 0.96% | 2.06% | -3.62% | 0.49% | |
| NZ Cash Fund | 0.25% | 3.65% | 2.13% | 1.71% | 0.42% |
| UK Cash Fund | 1.04% | 7.15% | 2.79% | 1.87% | 0.39% |
| Fund | Last month | Last year | 3 years (p.a.) | 5 years (p.a.) | Fund charges (p.a.) |
|---|---|---|---|---|---|
| SuperLife Age Steps - Age 20 | 4.13% | 16.38% | 5.08% | 6.99% | 0.63% |
| SuperLife Age Steps - Age 30 | 3.52% | 13.97% | 4.11% | 5.98% | 0.62% |
| SuperLife Age Steps - Age 40 | 3.52% | 13.97% | 4.11% | 5.98% | 0.62% |
| SuperLife Age Steps - Age 50 | 3.33% | 13.23% | 3.81% | 5.65% | 0.61% |
| SuperLife Age Steps - Age 60 | 2.68% | 10.71% | 2.72% | 4.42% | 0.60% |
| SuperLife Age Steps - Age 70 | 1.99% | 8.08% | 1.58% | 3.16% | 0.58% |
| SuperLife Age Steps - Age 80 | 0.85% | 3.79% | -0.34% | 0.98% | 0.56% |
| SuperLife Income Fund | 0.46% | 2.38% | -0.88% | 0.49% | 0.56% |
| SuperLife Conservative Fund | 1.76% | 7.37% | 1.32% | 2.71% | 0.57% |
| SuperLife Balanced Fund | 2.81% | 11.25% | 2.97% | 4.82% | 0.60% |
| SuperLife Growth Fund | 3.44% | 14.02% | 4.10% | 5.96% | 0.61% |
| SuperLife High Growth Fund | 4.29% | 16.99% | 5.32% | 7.24% | 0.63% |
| Ethica Fund | 2.60% | 12.79% | 3.20% | 6.25% | 0.70% |
| Castle Point 5 Oceans Fund | 1.46% | 4.71% | 1.66% | 1.43% | |
| S&P/NZX 50 Fund | 2.96% | 1.37% | -1.88% | 0.59% | |
| NZ Shares Fund | 3.08% | 1.37% | -2.00% | 2.59% | 0.59% |
| NZ Top 50 Fund | 3.08% | 1.33% | -2.02% | 3.83% | 0.59% |
| NZ Top 10 Fund | 2.72% | 1.10% | -1.08% | 4.22% | 0.59% |
| NZ Mid Cap Fund | 5.52% | 1.75% | -3.16% | 2.39% | 0.59% |
| NZ Dividend Fund | 4.55% | 2.51% | 0.56% | 2.34% | 0.59% |
| NZ Property Fund | 2.73% | 1.25% | -5.47% | 0.63% | 0.59% |
| S&P/ASX 200 Fund | 5.16% | 13.63% | 7.40% | 0.59% | |
| Australian Shares Fund | 4.46% | 15.02% | 8.47% | 8.28% | 0.59% |
| Australian Top 20 Fund | 5.15% | 13.40% | 8.17% | 8.81% | 0.59% |
| Australian Mid Cap Fund | 5.17% | 14.31% | 7.68% | 10.56% | 0.59% |
| Australian Dividend Fund | 4.01% | 12.79% | 7.77% | 6.14% | 0.59% |
| Australian Financials Fund | 5.56% | 27.58% | 10.38% | 9.59% | 0.59% |
| Australian Resources Fund | 6.51% | 0.24% | 8.49% | 8.79% | 0.59% |
| Australian Property Fund | 9.78% | 15.96% | 2.03% | 1.69% | 0.59% |
| US 500 Fund | 4.73% | 34.91% | 15.08% | 15.85% | 0.54% |
| US Large Growth Fund | 4.95% | 45.39% | 15.21% | 18.95% | 0.57% |
| US Large Value Fund | 5.91% | 24.19% | 13.27% | 12.22% | 0.57% |
| US Mid Cap Fund | 6.40% | 24.94% | 9.32% | 11.81% | 0.57% |
| US Small Cap Fund | 5.35% | 26.13% | 7.04% | 10.54% | 0.57% |
| Overseas Shares Fund | 5.41% | 29.13% | 11.69% | 12.19% | 0.58% |
| Overseas Shares (Currency Hedged) Fund | 4.49% | 26.33% | 8.47% | 9.36% | 0.58% |
| Total World Fund | 4.93% | 26.92% | 10.06% | 11.73% | 0.58% |
| Total World (NZD Hedged) Fund | 4.00% | 23.77% | 6.58% | 0.58% | |
| Asia Pacific Fund | 6.97% | 20.40% | 4.25% | 6.78% | 0.59% |
| Emerging Markets Fund | 2.62% | 7.75% | -0.96% | 3.32% | 0.73% |
| Europe Fund | 6.16% | 16.99% | 8.87% | 8.66% | 0.59% |
| Global Property Fund | 4.39% | 7.88% | -1.77% | -0.27% | 0.58% |
| NZ Bonds Fund | 0.55% | 3.73% | -0.01% | 1.05% | 0.54% |
| S&P/NZX NZ Government Bond Fund | 0.40% | 1.52% | -2.17% | 0.54% | |
| Overseas Bonds Fund | 1.03% | 3.49% | -1.06% | 0.64% | 0.59% |
| Overseas Non-government Bonds Fund | 0.85% | 3.50% | -1.62% | 0.15% | 0.54% |
| Global Aggregate Bond Fund | 0.97% | 2.02% | -3.42% | 0.59% | |
| NZ Cash Fund | 0.25% | 3.70% | 2.15% | 1.73% | 0.52% |
| UK Cash Fund | 1.06% | 7.15% | 2.78% | 1.85% | 0.49% |
| Fund | Last month | Last year | 3 years (p.a.) | 5 years (p.a.) | Fund charges (p.a.) |
|---|---|---|---|---|---|
| SuperLife Age Steps - Age 20 | 4.12% | 16.23% | 4.93% | 6.94% | 0.84% |
| SuperLife Age Steps - Age 30 | 3.51% | 13.82% | 3.96% | 5.91% | 0.83% |
| SuperLife Age Steps - Age 40 | 3.51% | 13.82% | 3.96% | 5.91% | 0.83% |
| SuperLife Age Steps - Age 50 | 3.32% | 13.07% | 3.65% | 5.58% | 0.82% |
| SuperLife Age Steps - Age 60 | 2.67% | 10.55% | 2.56% | 4.34% | 0.81% |
| SuperLife Age Steps - Age 70 | 1.98% | 7.93% | 1.43% | 3.06% | 0.79% |
| SuperLife Age Steps - Age 80 | 0.83% | 3.63% | -0.49% | 0.86% | 0.77% |
| SuperLife Income Fund | 0.45% | 2.23% | -1.03% | 0.36% | 0.77% |
| SuperLife Conservative Fund | 1.74% | 7.20% | 1.16% | 2.59% | 0.78% |
| SuperLife Balanced Fund | 2.80% | 11.08% | 2.81% | 4.72% | 0.81% |
| SuperLife Growth Fund | 3.42% | 13.86% | 3.95% | 5.88% | 0.82% |
| SuperLife High Growth Fund | 4.28% | 16.83% | 5.17% | 7.20% | 0.84% |
| Ethica Fund | 2.59% | 12.64% | 3.05% | 6.11% | 0.91% |
| Castle Point 5 Oceans Fund | 1.45% | 4.58% | 1.62% | 1.64% | |
| S&P/NZX 50 Fund | 2.95% | 1.24% | -2.01% | 0.80% | |
| NZ Shares Fund | 3.07% | 1.22% | -2.15% | 2.46% | 0.80% |
| NZ Top 50 Fund | 3.08% | 1.18% | -2.17% | 3.70% | 0.80% |
| NZ Top 10 Fund | 2.71% | 0.97% | -1.22% | 4.08% | 0.80% |
| NZ Mid Cap Fund | 5.14% | 1.47% | -3.13% | 2.16% | 0.80% |
| NZ Dividend Fund | 4.55% | 2.36% | 0.42% | 2.22% | 0.80% |
| NZ Property Fund | 2.73% | 1.11% | -5.60% | 0.50% | 0.80% |
| S&P/ASX 200 Fund | 5.15% | 13.48% | 7.26% | 0.80% | |
| Australian Shares Fund | 4.46% | 14.89% | 8.34% | 8.19% | 0.80% |
| Australian Top 20 Fund | 5.15% | 13.30% | 8.04% | 8.74% | 0.80% |
| Australian Mid Cap Fund | 5.16% | 14.16% | 7.52% | 10.43% | 0.80% |
| Australian Dividend Fund | 3.99% | 12.64% | 7.59% | 6.15% | 0.80% |
| Australian Financials Fund | 5.57% | 27.49% | 10.25% | 9.53% | 0.80% |
| Australian Resources Fund | 6.51% | 0.09% | 8.34% | 8.68% | 0.80% |
| Australian Property Fund | 9.82% | 15.93% | 1.95% | 1.64% | 0.80% |
| US 500 Fund | 4.72% | 34.75% | 14.93% | 15.75% | 0.75% |
| US Large Growth Fund | 4.95% | 45.22% | 15.05% | 18.80% | 0.78% |
| US Large Value Fund | 5.90% | 24.01% | 13.09% | 12.10% | 0.78% |
| US Mid Cap Fund | 6.40% | 24.80% | 9.16% | 11.63% | 0.78% |
| US Small Cap Fund | 5.35% | 25.98% | 6.90% | 10.47% | 0.78% |
| Overseas Shares Fund | 5.40% | 28.94% | 11.53% | 12.09% | 0.79% |
| Overseas Shares (Currency Hedged) Fund | 4.49% | 26.31% | 8.38% | 9.48% | 0.79% |
| Total World Fund | 4.92% | 26.72% | 9.90% | 11.63% | 0.79% |
| Total World (NZD Hedged) Fund | 4.00% | 23.64% | 6.47% | 0.79% | |
| Asia Pacific Fund | 6.96% | 20.21% | 4.09% | 6.67% | 0.80% |
| Emerging Markets Fund | 2.61% | 7.60% | -1.12% | 3.20% | 0.94% |
| Europe Fund | 6.15% | 16.82% | 8.70% | 8.57% | 0.80% |
| Global Property Fund | 4.37% | 7.70% | -1.89% | -0.41% | 0.79% |
| NZ Bonds Fund | 0.54% | 3.58% | -0.17% | 0.92% | 0.75% |
| S&P/NZX NZ Government Bond Fund | 0.39% | 1.55% | -2.19% | 0.75% | |
| Overseas Bonds Fund | 1.02% | 3.34% | -1.20% | 0.51% | 0.80% |
| Overseas Non-government Bonds Fund | 0.84% | 3.34% | -1.75% | 0.02% | 0.75% |
| Global Aggregate Bond Fund | 0.99% | 2.26% | -3.08% | 0.80% | |
| NZ Cash Fund | 0.24% | 3.55% | 2.00% | 1.60% | 0.73% |
| UK Cash Fund | 1.05% | 6.94% | 2.60% | 1.72% | 0.70% |
| Fund | Last month | Last year | 3 years (p.a.) | 5 years (p.a.) | Fund charges (p.a.) |
|---|---|---|---|---|---|
| SuperLife SMT Moderate Fund | 2.01% | 8.58% | 1.92% | 3.20% | 0.38% |
| SuperLife SMT Balanced Fund | 2.69% | 11.88% | 3.45% | 5.25% | 0.38% |
| SuperLife SMT Growth Fund | 3.23% | 14.17% | 4.72% | 6.61% | 0.38% |
| SuperLife SMT NZ Cash Fund | 0.26% | 4.05% | 2.26% | 1.65% | 0.23% |
| SuperLife SMT NZ Fixed Interest Fund | 0.48% | 2.30% | -1.30% | -0.26% | 0.39% |
| SuperLife SMT World Fixed Interest Fund | 0.59% | 1.99% | -1.85% | -0.22% | 0.40% |
| SuperLife SMT Australasian Shares Fund | 3.54% | 4.83% | 1.56% | 5.07% | 0.38% |
| SuperLife SMT World Shares Fund | 4.81% | 28.34% | 11.15% | 11.73% | 0.39% |
| SuperLife SMT Global Property Shares Fund | -0.18% | 3.52% | -1.25% | -1.30% | 0.41% |
