Fund | Last month | Last year | 3 years (p.a.) | 5 years (p.a.) | Fund charges (p.a.) |
---|---|---|---|---|---|
SuperLife Age Steps - Age 20 | 2.87% | 15.15% | 14.38% | 10.01% | 0.63% |
SuperLife Age Steps - Age 30 | 2.52% | 12.91% | 12.47% | 8.36% | 0.62% |
SuperLife Age Steps - Age 40 | 2.52% | 12.91% | 12.47% | 8.36% | 0.62% |
SuperLife Age Steps - Age 50 | 2.41% | 12.21% | 11.87% | 7.85% | 0.61% |
SuperLife Age Steps - Age 60 | 2.04% | 9.86% | 9.86% | 6.10% | 0.60% |
SuperLife Age Steps - Age 70 | 1.64% | 7.40% | 7.75% | 4.28% | 0.58% |
SuperLife Age Steps - Age 80 | 0.99% | 3.34% | 4.27% | 1.23% | 0.56% |
SuperLife Income Fund | 0.77% | 2.01% | 3.12% | 0.18% | 0.56% |
SuperLife Conservative Fund | 1.34% | 6.48% | 6.95% | 3.49% | 0.57% |
SuperLife Balanced Fund | 2.10% | 10.62% | 10.31% | 6.45% | 0.60% |
SuperLife Growth Fund | 2.48% | 13.00% | 12.62% | 8.45% | 0.61% |
SuperLife High Growth Fund | 2.96% | 15.71% | 14.86% | 10.42% | 0.63% |
SuperLife Default Fund | 1.69% | 8.58% | 9.85% | 0.20% | |
Ethica Fund | 1.66% | 9.87% | 10.42% | 6.71% | 0.70% |
Castle Point 5 Oceans Fund | 1.19% | 8.26% | 5.55% | 4.49% | 1.39% |
S&P/NZX 50 Fund | 1.98% | 4.92% | 5.64% | 1.75% | 0.59% |
NZ Shares Fund | 2.92% | 7.75% | 4.48% | 2.87% | 0.59% |
NZ Top 50 Fund | 2.92% | 7.80% | 4.47% | 2.95% | 0.59% |
NZ Top 10 Fund | 1.84% | -0.08% | 5.44% | 0.74% | 0.59% |
NZ Mid Cap Fund | 4.74% | 16.87% | 6.12% | 3.62% | 0.59% |
NZ Dividend Fund | 4.51% | 19.56% | 6.59% | 5.74% | 0.59% |
NZ Property Fund | 5.70% | 14.06% | 4.32% | 0.16% | 0.59% |
S&P/ASX 200 Fund | 0.91% | 13.43% | 13.09% | 11.91% | 0.59% |
Australian Shares Fund | 0.02% | 11.48% | 13.42% | 12.63% | 0.59% |
Australian Top 20 Fund | 0.65% | 11.27% | 12.91% | 12.97% | 0.59% |
Australian Mid Cap Fund | 3.98% | 22.39% | 14.21% | 13.53% | 0.59% |
Australian Dividend Fund | 1.94% | 20.03% | 14.45% | 12.23% | 0.59% |
Australian Financials Fund | 1.73% | 24.11% | 21.17% | 20.72% | 0.59% |
Australian Resources Fund | 6.92% | 10.31% | 7.51% | 11.24% | 0.59% |
Australian Property Fund | 0.17% | 11.27% | 12.02% | 7.75% | 0.59% |
US 500 Fund | 3.96% | 26.48% | 21.27% | 17.34% | 0.54% |
US Large Growth Fund | 4.92% | 36.13% | 27.80% | 17.58% | 0.57% |
US Large Value Fund | 2.69% | 17.52% | 13.98% | 15.70% | 0.57% |
US Mid Cap Fund | 1.54% | 20.80% | 14.64% | 13.06% | 0.57% |
US Small Cap Fund | 1.34% | 15.82% | 12.89% | 12.78% | 0.57% |
Overseas Shares Fund | 3.91% | 26.93% | 20.92% | 15.49% | 0.58% |
Overseas Shares (Currency Hedged) Fund | 2.78% | 18.35% | 20.24% | 13.71% | 0.58% |
Total World Fund | 3.99% | 26.27% | 19.35% | 14.34% | 0.58% |
Total World (NZD Hedged) Fund | 2.36% | 16.14% | 18.20% | 11.84% | 0.58% |
Asia Pacific Fund | 3.72% | 23.94% | 15.42% | 8.98% | 0.59% |
Emerging Markets Fund | 7.10% | 25.15% | 14.70% | 8.71% | 0.73% |
Europe Fund | 1.74% | 22.34% | 20.72% | 12.56% | 0.59% |
Global Property Fund | 1.56% | 3.75% | 7.52% | 3.93% | 0.58% |
NZ Bonds Fund | 0.65% | 4.29% | 4.42% | 1.13% | 0.54% |
S&P/NZX NZ Government Bond Fund | 0.60% | 3.37% | 3.36% | -0.96% | 0.54% |
Overseas Bonds Fund | 0.12% | 2.65% | 3.61% | 0.32% | 0.59% |
Overseas Non-government Bonds Fund | 0.64% | 1.95% | 3.90% | -0.16% | 0.54% |
Global Aggregate Bond Fund | 0.40% | 0.22% | 2.54% | -2.03% | 0.59% |
NZ Cash Fund | 0.12% | 2.77% | 3.30% | 2.28% | 0.52% |
UK Cash Fund | 0.77% | 8.32% | 6.22% | 3.56% | 0.49% |
Fund | Last month | Last year | 3 years (p.a.) | 5 years (p.a.) | Fund charges (p.a.) |
---|---|---|---|---|---|
SuperLife Age Steps - Age 20 | 2.87% | 15.21% | 14.37% | 10.00% | 0.53% |
SuperLife Age Steps - Age 30 | 2.50% | 12.97% | 12.47% | 8.38% | 0.52% |
SuperLife Age Steps - Age 40 | 2.50% | 12.97% | 12.47% | 8.38% | 0.52% |
SuperLife Age Steps - Age 50 | 2.38% | 12.28% | 11.88% | 7.87% | 0.51% |
SuperLife Age Steps - Age 60 | 1.98% | 9.93% | 9.88% | 6.14% | 0.50% |
SuperLife Age Steps - Age 70 | 1.57% | 7.47% | 7.78% | 4.34% | 0.48% |
SuperLife Age Steps - Age 80 | 0.87% | 3.42% | 4.32% | 1.33% | 0.46% |
SuperLife Income Fund | 0.64% | 2.08% | 3.18% | 0.30% | 0.46% |
SuperLife Conservative Fund | 1.35% | 6.57% | 6.99% | 3.58% | 0.47% |
SuperLife Balanced Fund | 2.10% | 10.70% | 10.32% | 6.49% | 0.50% |
SuperLife Growth Fund | 2.49% | 13.08% | 12.66% | 8.49% | 0.51% |
SuperLife High Growth Fund | 2.96% | 15.77% | 14.84% | 10.41% | 0.53% |
Ethica Fund | 1.64% | 9.85% | 10.39% | 6.71% | 0.60% |
Castle Point 5 Oceans Fund | 1.16% | 8.07% | 5.45% | 4.45% | 1.29% |
S&P/NZX 50 Fund | 1.98% | 5.00% | 5.41% | 1.66% | 0.49% |
NZ Shares Fund | 2.93% | 7.83% | 4.51% | 2.94% | 0.49% |
NZ Top 50 Fund | 2.93% | 7.88% | 4.51% | 2.99% | 0.49% |
NZ Top 10 Fund | 1.84% | -0.01% | 5.44% | 0.81% | 0.49% |
NZ Mid Cap Fund | 4.75% | 16.95% | 6.20% | 3.70% | 0.49% |
NZ Dividend Fund | 4.52% | 19.65% | 6.61% | 5.76% | 0.49% |
NZ Property Fund | 5.70% | 14.14% | 4.36% | 0.24% | 0.49% |
S&P/ASX 200 Fund | 0.92% | 13.52% | 13.14% | 11.97% | 0.49% |
Australian Shares Fund | 0.03% | 11.55% | 13.37% | 12.55% | 0.49% |
Australian Top 20 Fund | 0.66% | 11.35% | 12.93% | 12.93% | 0.49% |
Australian Mid Cap Fund | 3.99% | 22.47% | 14.24% | 13.53% | 0.49% |
Australian Dividend Fund | 1.94% | 20.13% | 14.38% | 12.02% | 0.49% |
Australian Financials Fund | 1.74% | 24.21% | 21.23% | 20.73% | 0.49% |
Australian Resources Fund | 6.93% | 10.36% | 7.48% | 11.07% | 0.49% |
Australian Property Fund | 0.18% | 11.37% | 12.08% | 7.83% | 0.49% |
US 500 Fund | 3.97% | 26.57% | 21.29% | 17.34% | 0.44% |
US Large Growth Fund | 4.92% | 36.23% | 27.78% | 17.61% | 0.47% |
US Large Value Fund | 2.70% | 17.62% | 14.05% | 15.73% | 0.47% |
US Mid Cap Fund | 1.55% | 20.89% | 14.67% | 13.06% | 0.47% |
US Small Cap Fund | 1.34% | 15.90% | 12.91% | 12.77% | 0.47% |
Overseas Shares Fund | 3.90% | 26.78% | 20.64% | 15.33% | 0.48% |
Overseas Shares (Currency Hedged) Fund | 2.76% | 18.00% | 19.90% | 13.45% | 0.48% |
Total World Fund | 3.98% | 26.29% | 19.25% | 14.31% | 0.48% |
Total World (NZD Hedged) Fund | 2.34% | 15.99% | 18.04% | 11.76% | 0.48% |
Asia Pacific Fund | 3.73% | 24.04% | 15.41% | 9.02% | 0.49% |
Emerging Markets Fund | 7.09% | 25.19% | 14.66% | 8.67% | 0.63% |
Europe Fund | 1.75% | 22.43% | 20.62% | 12.56% | 0.49% |
Global Property Fund | 1.57% | 3.81% | 7.50% | 3.99% | 0.48% |
NZ Bonds Fund | 0.66% | 4.38% | 4.50% | 1.23% | 0.44% |
S&P/NZX NZ Government Bond Fund | 0.60% | 3.44% | 3.43% | -0.82% | 0.44% |
Overseas Bonds Fund | 0.13% | 2.73% | 3.66% | 0.46% | 0.49% |
Overseas Non-government Bonds Fund | 0.64% | 2.03% | 3.98% | -0.06% | 0.44% |
Global Aggregate Bond Fund | 0.40% | 0.30% | 2.61% | -2.05% | 0.49% |
NZ Cash Fund | 0.13% | 2.86% | 3.33% | 2.32% | 0.42% |
UK Cash Fund | 0.78% | 8.37% | 6.28% | 3.62% | 0.39% |
Fund | Last month | Last year | 3 years (p.a.) | 5 years (p.a.) | Fund charges (p.a.) |
---|---|---|---|---|---|
SuperLife Age Steps - Age 20 | 2.87% | 15.15% | 14.38% | 10.02% | 0.63% |
SuperLife Age Steps - Age 30 | 2.52% | 12.92% | 12.48% | 8.38% | 0.62% |
SuperLife Age Steps - Age 40 | 2.52% | 12.92% | 12.48% | 8.38% | 0.62% |
SuperLife Age Steps - Age 50 | 2.41% | 12.22% | 11.88% | 7.87% | 0.61% |
SuperLife Age Steps - Age 60 | 2.04% | 9.87% | 9.87% | 6.12% | 0.60% |
SuperLife Age Steps - Age 70 | 1.65% | 7.40% | 7.76% | 4.31% | 0.58% |
SuperLife Age Steps - Age 80 | 0.99% | 3.34% | 4.27% | 1.26% | 0.56% |
SuperLife Income Fund | 0.77% | 2.01% | 3.12% | 0.21% | 0.56% |
SuperLife Conservative Fund | 1.34% | 6.48% | 6.95% | 3.52% | 0.57% |
SuperLife Balanced Fund | 2.10% | 10.62% | 10.32% | 6.48% | 0.60% |
SuperLife Growth Fund | 2.48% | 13.00% | 12.63% | 8.47% | 0.61% |
SuperLife High Growth Fund | 2.96% | 15.72% | 14.86% | 10.43% | 0.63% |
Ethica Fund | 1.66% | 9.86% | 10.42% | 6.73% | 0.70% |
Castle Point 5 Oceans Fund | 1.19% | 8.27% | 5.56% | 4.52% | 1.39% |
S&P/NZX 50 Fund | 1.98% | 4.93% | 5.64% | 1.78% | 0.59% |
NZ Shares Fund | 2.92% | 7.75% | 4.49% | 2.90% | 0.59% |
NZ Top 50 Fund | 2.92% | 7.80% | 4.48% | 2.98% | 0.59% |
NZ Top 10 Fund | 1.84% | -0.07% | 5.45% | 0.77% | 0.59% |
NZ Mid Cap Fund | 5.07% | 18.15% | 6.58% | 3.91% | 0.59% |
NZ Dividend Fund | 4.51% | 19.58% | 6.60% | 5.78% | 0.59% |
NZ Property Fund | 5.70% | 14.07% | 4.33% | 0.20% | 0.59% |
S&P/ASX 200 Fund | 0.91% | 13.44% | 13.10% | 11.93% | 0.59% |
Australian Shares Fund | 0.02% | 11.49% | 13.44% | 12.64% | 0.59% |
Australian Top 20 Fund | 0.66% | 11.27% | 12.92% | 12.97% | 0.59% |
Australian Mid Cap Fund | 3.98% | 22.40% | 14.22% | 13.56% | 0.59% |
Australian Dividend Fund | 1.94% | 20.06% | 14.47% | 12.25% | 0.59% |
Australian Financials Fund | 1.73% | 24.12% | 21.19% | 20.72% | 0.59% |
Australian Resources Fund | 6.92% | 10.30% | 7.50% | 11.26% | 0.59% |
Australian Property Fund | 0.17% | 11.29% | 12.04% | 7.77% | 0.59% |
US 500 Fund | 3.96% | 26.47% | 21.27% | 17.36% | 0.54% |
US Large Growth Fund | 4.92% | 36.12% | 27.79% | 17.60% | 0.57% |
US Large Value Fund | 2.69% | 17.53% | 14.00% | 15.72% | 0.57% |
US Mid Cap Fund | 1.54% | 20.80% | 14.66% | 13.09% | 0.57% |
US Small Cap Fund | 1.34% | 15.82% | 12.90% | 12.80% | 0.57% |
Overseas Shares Fund | 3.90% | 26.89% | 20.89% | 15.49% | 0.58% |
Overseas Shares (Currency Hedged) Fund | 2.76% | 18.23% | 20.06% | 13.64% | 0.58% |
Total World Fund | 3.99% | 26.28% | 19.36% | 14.36% | 0.58% |
Total World (NZD Hedged) Fund | 2.36% | 16.10% | 18.18% | 11.83% | 0.58% |
Asia Pacific Fund | 3.72% | 23.95% | 15.44% | 9.01% | 0.59% |
Emerging Markets Fund | 7.08% | 25.08% | 14.67% | 8.72% | 0.73% |
Europe Fund | 1.74% | 22.33% | 20.72% | 12.57% | 0.59% |
Global Property Fund | 1.56% | 3.76% | 7.53% | 3.95% | 0.58% |
NZ Bonds Fund | 0.65% | 4.30% | 4.45% | 1.17% | 0.54% |
S&P/NZX NZ Government Bond Fund | 0.60% | 3.37% | 3.37% | -0.94% | 0.54% |
Overseas Bonds Fund | 0.12% | 2.66% | 3.62% | 0.35% | 0.59% |
Overseas Non-government Bonds Fund | 0.64% | 1.95% | 3.90% | -0.12% | 0.54% |
Global Aggregate Bond Fund | 0.38% | 0.18% | 2.53% | -1.96% | 0.59% |
NZ Cash Fund | 0.12% | 2.77% | 3.30% | 2.31% | 0.52% |
UK Cash Fund | 0.77% | 8.33% | 6.24% | 3.60% | 0.49% |
Fund | Last month | Last year | 3 years (p.a.) | 5 years (p.a.) | Fund charges (p.a.) |
---|---|---|---|---|---|
SuperLife Age Steps - Age 20 | 2.86% | 14.98% | 14.22% | 9.89% | 0.84% |
SuperLife Age Steps - Age 30 | 2.51% | 12.75% | 12.31% | 8.25% | 0.83% |
SuperLife Age Steps - Age 40 | 2.51% | 12.75% | 12.31% | 8.25% | 0.83% |
SuperLife Age Steps - Age 50 | 2.40% | 12.05% | 11.72% | 7.73% | 0.82% |
SuperLife Age Steps - Age 60 | 2.03% | 9.70% | 9.71% | 5.98% | 0.81% |
SuperLife Age Steps - Age 70 | 1.63% | 7.24% | 7.60% | 4.17% | 0.79% |
SuperLife Age Steps - Age 80 | 0.98% | 3.19% | 4.12% | 1.12% | 0.77% |
SuperLife Income Fund | 0.76% | 1.85% | 2.97% | 0.07% | 0.77% |
SuperLife Conservative Fund | 1.33% | 6.31% | 6.78% | 3.37% | 0.78% |
SuperLife Balanced Fund | 2.09% | 10.46% | 10.15% | 6.33% | 0.81% |
SuperLife Growth Fund | 2.47% | 12.84% | 12.46% | 8.34% | 0.82% |
SuperLife High Growth Fund | 2.95% | 15.55% | 14.69% | 10.30% | 0.84% |
Ethica Fund | 1.65% | 9.69% | 10.26% | 6.59% | 0.91% |
Castle Point 5 Oceans Fund | 0.00% | 5.45% | 4.50% | 3.93% | 1.60% |
S&P/NZX 50 Fund | 1.97% | 4.78% | 5.47% | 1.65% | 0.80% |
NZ Shares Fund | 2.91% | 7.60% | 4.34% | 2.75% | 0.80% |
NZ Top 50 Fund | 2.91% | 7.64% | 4.32% | 2.83% | 0.80% |
NZ Top 10 Fund | 1.83% | -0.22% | 5.29% | 0.63% | 0.80% |
NZ Mid Cap Fund | 4.75% | 16.82% | 6.01% | 3.54% | 0.80% |
NZ Dividend Fund | 4.50% | 19.43% | 6.45% | 5.63% | 0.80% |
NZ Property Fund | 5.69% | 13.93% | 4.18% | 0.06% | 0.80% |
S&P/ASX 200 Fund | 0.90% | 13.29% | 12.94% | 11.81% | 0.80% |
Australian Shares Fund | 0.00% | 11.33% | 13.28% | 12.52% | 0.80% |
Australian Top 20 Fund | 0.65% | 11.13% | 12.76% | 12.86% | 0.80% |
Australian Mid Cap Fund | 3.97% | 22.24% | 14.06% | 13.41% | 0.80% |
Australian Dividend Fund | 1.93% | 19.92% | 14.31% | 12.06% | 0.80% |
Australian Financials Fund | 1.72% | 23.96% | 21.05% | 20.57% | 0.80% |
Australian Resources Fund | 6.91% | 10.13% | 7.35% | 11.08% | 0.80% |
Australian Property Fund | 0.16% | 11.21% | 11.91% | 7.69% | 0.80% |
US 500 Fund | 3.94% | 26.30% | 21.10% | 17.22% | 0.75% |
US Large Growth Fund | 4.90% | 35.94% | 27.62% | 17.45% | 0.78% |
US Large Value Fund | 2.68% | 17.37% | 13.84% | 15.56% | 0.78% |
US Mid Cap Fund | 1.53% | 20.67% | 14.52% | 12.91% | 0.78% |
US Small Cap Fund | 1.33% | 15.69% | 12.76% | 12.63% | 0.78% |
Overseas Shares Fund | 3.89% | 26.66% | 20.70% | 15.34% | 0.79% |
Overseas Shares (Currency Hedged) Fund | 2.73% | 18.04% | 19.95% | 13.56% | 0.79% |
Total World Fund | 3.97% | 26.08% | 19.17% | 14.21% | 0.79% |
Total World (NZD Hedged) Fund | 2.35% | 15.94% | 18.02% | 11.73% | 0.79% |
Asia Pacific Fund | 3.71% | 23.77% | 15.26% | 8.86% | 0.80% |
Emerging Markets Fund | 7.07% | 24.92% | 14.51% | 8.57% | 0.94% |
Europe Fund | 1.73% | 22.16% | 20.55% | 12.44% | 0.80% |
Global Property Fund | 1.54% | 3.55% | 7.33% | 3.82% | 0.79% |
NZ Bonds Fund | 0.64% | 4.15% | 4.29% | 1.03% | 0.75% |
S&P/NZX NZ Government Bond Fund | 0.58% | 3.21% | 3.27% | -1.00% | 0.75% |
Overseas Bonds Fund | 0.11% | 2.50% | 3.46% | 0.21% | 0.80% |
Overseas Non-government Bonds Fund | 0.62% | 1.79% | 3.73% | -0.26% | 0.75% |
Global Aggregate Bond Fund | 0.39% | 0.07% | 2.53% | -1.79% | 0.80% |
NZ Cash Fund | 0.10% | 2.62% | 3.16% | 2.17% | 0.73% |
UK Cash Fund | 0.76% | 8.16% | 6.06% | 3.44% | 0.70% |
Fund | Last month | Last year | 3 years (p.a.) | 5 years (p.a.) | Fund charges (p.a.) |
---|---|---|---|---|---|
SuperLife SMT Moderate Fund | 1.38% | 7.30% | 8.10% | 4.13% | 0.38% |
SuperLife SMT Balanced Fund | 1.85% | 9.89% | 10.68% | 6.33% | 0.38% |
SuperLife SMT Growth Fund | 2.28% | 12.24% | 12.81% | 8.26% | 0.38% |
SuperLife SMT NZ Cash Fund | 0.16% | 3.02% | 3.60% | 2.42% | 0.23% |
SuperLife SMT NZ Fixed Interest Fund | 0.65% | 3.99% | 3.90% | -0.05% | 0.39% |
SuperLife SMT World Fixed Interest Fund | 0.35% | 0.20% | 2.41% | -0.73% | 0.40% |
SuperLife SMT Australasian Shares Fund | 1.43% | 7.15% | 8.36% | 5.42% | 0.38% |
SuperLife SMT World Shares Fund | 3.19% | 19.40% | 20.33% | 14.25% | 0.39% |
SuperLife SMT Global Property Shares Fund | 0.74% | -4.51% | 5.06% | 4.30% | 0.41% |