Fund | Last month | Last year | 3 years (p.a.) | 5 years (p.a.) | Fund charges (p.a.) |
---|---|---|---|---|---|
SuperLife Age Steps - Age 20 | 4.56% | 10.13% | 7.82% | 8.97% | 0.63% |
SuperLife Age Steps - Age 30 | 3.79% | 9.10% | 6.81% | 7.52% | 0.62% |
SuperLife Age Steps - Age 40 | 3.79% | 9.10% | 6.81% | 7.52% | 0.62% |
SuperLife Age Steps - Age 50 | 3.54% | 8.78% | 6.49% | 7.06% | 0.61% |
SuperLife Age Steps - Age 60 | 2.72% | 7.66% | 5.40% | 5.47% | 0.60% |
SuperLife Age Steps - Age 70 | 1.85% | 6.47% | 4.24% | 3.84% | 0.58% |
SuperLife Age Steps - Age 80 | 0.41% | 4.46% | 2.26% | 1.09% | 0.56% |
SuperLife Income Fund | -0.08% | 3.78% | 1.60% | 0.24% | 0.56% |
SuperLife Conservative Fund | 1.42% | 6.13% | 3.80% | 3.20% | 0.57% |
SuperLife Balanced Fund | 2.89% | 8.14% | 5.53% | 5.83% | 0.60% |
SuperLife Growth Fund | 3.75% | 9.48% | 6.91% | 7.61% | 0.61% |
SuperLife High Growth Fund | 4.75% | 10.39% | 8.07% | 9.33% | 0.63% |
SuperLife Default Fund | 3.01% | 7.98% | 6.66% | 0.20% | |
Ethica Fund | 3.06% | 8.50% | 5.87% | 6.30% | 0.70% |
Castle Point 5 Oceans Fund | 2.28% | 7.02% | 2.94% | 1.39% | |
S&P/NZX 50 Fund | 3.66% | 4.76% | 2.46% | 0.59% | |
NZ Shares Fund | 4.29% | 5.53% | 1.21% | 2.94% | 0.59% |
NZ Top 50 Fund | 4.30% | 5.55% | 1.21% | 3.25% | 0.59% |
NZ Top 10 Fund | 3.56% | -0.51% | 3.23% | 0.83% | 0.59% |
NZ Mid Cap Fund | 3.63% | 10.68% | 1.50% | 3.29% | 0.59% |
NZ Dividend Fund | 5.97% | 6.02% | 1.09% | 4.12% | 0.59% |
NZ Property Fund | 7.13% | 3.11% | -2.46% | -0.57% | 0.59% |
S&P/ASX 200 Fund | 3.97% | 11.27% | 6.87% | 0.59% | |
Australian Shares Fund | 3.83% | 11.40% | 7.52% | 11.67% | 0.59% |
Australian Top 20 Fund | 2.47% | 9.88% | 6.55% | 10.94% | 0.59% |
Australian Mid Cap Fund | 5.61% | 12.25% | 6.96% | 12.06% | 0.59% |
Australian Dividend Fund | 3.46% | 11.01% | 7.72% | 9.48% | 0.59% |
Australian Financials Fund | 5.46% | 28.27% | 13.55% | 17.74% | 0.59% |
Australian Resources Fund | 3.62% | -9.14% | -1.68% | 7.24% | 0.59% |
Australian Property Fund | 4.18% | 13.68% | 2.42% | 5.87% | 0.59% |
US 500 Fund | 6.57% | 15.06% | 15.25% | 14.86% | 0.54% |
US Large Growth Fund | 9.13% | 18.79% | 20.91% | 15.93% | 0.57% |
US Large Value Fund | 1.38% | 10.17% | 9.16% | 12.45% | 0.57% |
US Mid Cap Fund | 5.58% | 13.84% | 9.75% | 11.47% | 0.57% |
US Small Cap Fund | 5.66% | 6.41% | 7.54% | 10.25% | 0.57% |
Overseas Shares Fund | 5.61% | 14.24% | 13.87% | 12.88% | 0.58% |
Overseas Shares (Currency Hedged) Fund | 6.17% | 11.30% | 11.24% | 12.33% | 0.58% |
Total World Fund | 4.92% | 14.34% | 13.14% | 12.18% | 0.58% |
Total World (NZD Hedged) Fund | 5.45% | 11.32% | 10.38% | 0.58% | |
Asia Pacific Fund | 3.96% | 11.52% | 8.51% | 6.63% | 0.59% |
Emerging Markets Fund | 4.64% | 13.39% | 7.91% | 7.26% | 0.73% |
Europe Fund | 5.31% | 15.85% | 13.65% | 11.63% | 0.59% |
Global Property Fund | 4.24% | 8.64% | -0.81% | 3.22% | 0.58% |
NZ Bonds Fund | -0.17% | 5.29% | 3.16% | 0.96% | 0.54% |
S&P/NZX NZ Government Bond Fund | 0.02% | 4.27% | 1.70% | 0.54% | |
Overseas Bonds Fund | -0.25% | 3.76% | 1.67% | 0.41% | 0.59% |
Overseas Non-government Bonds Fund | -0.10% | 3.87% | 1.42% | -0.10% | 0.54% |
Global Aggregate Bond Fund | -0.32% | 3.49% | -0.03% | 0.59% | |
NZ Cash Fund | 0.18% | 3.39% | 3.26% | 2.18% | 0.52% |
UK Cash Fund | 0.08% | 7.34% | 5.59% | 2.83% | 0.49% |
Fund | Last month | Last year | 3 years (p.a.) | 5 years (p.a.) | Fund charges (p.a.) |
---|---|---|---|---|---|
SuperLife Age Steps - Age 20 | 4.55% | 10.21% | 7.86% | 8.95% | 0.53% |
SuperLife Age Steps - Age 30 | 3.78% | 9.18% | 6.86% | 7.53% | 0.52% |
SuperLife Age Steps - Age 40 | 3.78% | 9.18% | 6.86% | 7.53% | 0.52% |
SuperLife Age Steps - Age 50 | 3.54% | 8.86% | 6.54% | 7.08% | 0.51% |
SuperLife Age Steps - Age 60 | 2.72% | 7.74% | 5.46% | 5.50% | 0.50% |
SuperLife Age Steps - Age 70 | 1.86% | 6.55% | 4.30% | 3.90% | 0.48% |
SuperLife Age Steps - Age 80 | 0.41% | 4.53% | 2.34% | 1.18% | 0.46% |
SuperLife Income Fund | -0.07% | 3.85% | 1.68% | 0.35% | 0.46% |
SuperLife Conservative Fund | 1.42% | 6.22% | 3.87% | 3.28% | 0.47% |
SuperLife Balanced Fund | 2.89% | 8.23% | 5.59% | 5.86% | 0.50% |
SuperLife Growth Fund | 3.75% | 9.57% | 6.97% | 7.65% | 0.51% |
SuperLife High Growth Fund | 4.75% | 10.47% | 8.11% | 9.31% | 0.53% |
Ethica Fund | 3.05% | 8.48% | 5.87% | 6.30% | 0.60% |
Castle Point 5 Oceans Fund | 2.26% | 6.83% | 2.88% | 1.29% | |
S&P/NZX 50 Fund | 3.67% | 4.83% | 2.24% | 0.49% | |
NZ Shares Fund | 4.31% | 5.60% | 1.25% | 2.99% | 0.49% |
NZ Top 50 Fund | 4.31% | 5.63% | 1.25% | 3.28% | 0.49% |
NZ Top 10 Fund | 3.58% | -0.45% | 3.25% | 0.89% | 0.49% |
NZ Mid Cap Fund | 3.64% | 10.76% | 1.58% | 3.35% | 0.49% |
NZ Dividend Fund | 5.98% | 6.08% | 1.10% | 4.11% | 0.49% |
NZ Property Fund | 7.14% | 3.18% | -2.40% | -0.50% | 0.49% |
S&P/ASX 200 Fund | 3.98% | 11.36% | 6.92% | 0.49% | |
Australian Shares Fund | 3.84% | 11.47% | 7.55% | 11.57% | 0.49% |
Australian Top 20 Fund | 2.48% | 9.96% | 6.60% | 10.91% | 0.49% |
Australian Mid Cap Fund | 5.61% | 12.33% | 7.01% | 12.03% | 0.49% |
Australian Dividend Fund | 3.47% | 11.10% | 7.70% | 9.26% | 0.49% |
Australian Financials Fund | 5.47% | 28.37% | 13.65% | 17.75% | 0.49% |
Australian Resources Fund | 3.63% | -9.09% | -1.65% | 7.07% | 0.49% |
Australian Property Fund | 4.19% | 13.79% | 2.53% | 5.93% | 0.49% |
US 500 Fund | 6.58% | 15.14% | 15.27% | 14.84% | 0.44% |
US Large Growth Fund | 9.14% | 18.87% | 20.88% | 15.93% | 0.47% |
US Large Value Fund | 1.39% | 10.25% | 9.22% | 12.49% | 0.47% |
US Mid Cap Fund | 5.58% | 13.93% | 9.79% | 11.45% | 0.47% |
US Small Cap Fund | 5.67% | 6.47% | 7.56% | 10.23% | 0.47% |
Overseas Shares Fund | 5.59% | 14.16% | 13.69% | 12.72% | 0.48% |
Overseas Shares (Currency Hedged) Fund | 6.10% | 11.03% | 11.08% | 12.08% | 0.48% |
Total World Fund | 4.91% | 14.39% | 13.06% | 12.15% | 0.48% |
Total World (NZD Hedged) Fund | 5.42% | 11.23% | 10.25% | 0.48% | |
Asia Pacific Fund | 3.97% | 11.61% | 8.51% | 6.65% | 0.49% |
Emerging Markets Fund | 4.64% | 13.45% | 7.89% | 7.21% | 0.63% |
Europe Fund | 5.32% | 15.94% | 13.61% | 11.62% | 0.49% |
Global Property Fund | 4.22% | 8.71% | -0.78% | 3.28% | 0.48% |
NZ Bonds Fund | -0.17% | 5.39% | 3.24% | 1.05% | 0.44% |
S&P/NZX NZ Government Bond Fund | 0.02% | 4.34% | 1.77% | 0.44% | |
Overseas Bonds Fund | -0.24% | 3.84% | 1.77% | 0.55% | 0.49% |
Overseas Non-government Bonds Fund | -0.09% | 3.94% | 1.52% | -0.01% | 0.44% |
Global Aggregate Bond Fund | -0.30% | 3.56% | 0.03% | 0.49% | |
NZ Cash Fund | 0.19% | 3.48% | 3.29% | 2.22% | 0.42% |
UK Cash Fund | 0.10% | 7.40% | 5.65% | 2.89% | 0.39% |
Fund | Last month | Last year | 3 years (p.a.) | 5 years (p.a.) | Fund charges (p.a.) |
---|---|---|---|---|---|
SuperLife Age Steps - Age 20 | 4.56% | 10.14% | 7.84% | 8.98% | 0.63% |
SuperLife Age Steps - Age 30 | 3.79% | 9.11% | 6.83% | 7.53% | 0.62% |
SuperLife Age Steps - Age 40 | 3.79% | 9.11% | 6.83% | 7.53% | 0.62% |
SuperLife Age Steps - Age 50 | 3.55% | 8.78% | 6.51% | 7.08% | 0.61% |
SuperLife Age Steps - Age 60 | 2.72% | 7.67% | 5.42% | 5.49% | 0.60% |
SuperLife Age Steps - Age 70 | 1.86% | 6.47% | 4.25% | 3.87% | 0.58% |
SuperLife Age Steps - Age 80 | 0.41% | 4.46% | 2.28% | 1.12% | 0.56% |
SuperLife Income Fund | -0.08% | 3.78% | 1.61% | 0.28% | 0.56% |
SuperLife Conservative Fund | 1.42% | 6.13% | 3.81% | 3.24% | 0.57% |
SuperLife Balanced Fund | 2.89% | 8.14% | 5.55% | 5.86% | 0.60% |
SuperLife Growth Fund | 3.76% | 9.48% | 6.93% | 7.63% | 0.61% |
SuperLife High Growth Fund | 4.75% | 10.39% | 8.09% | 9.34% | 0.63% |
Ethica Fund | 3.05% | 8.49% | 5.88% | 6.33% | 0.70% |
Castle Point 5 Oceans Fund | 2.28% | 7.02% | 2.96% | 1.39% | |
S&P/NZX 50 Fund | 3.66% | 4.76% | 2.47% | 0.59% | |
NZ Shares Fund | 4.30% | 5.53% | 1.22% | 2.97% | 0.59% |
NZ Top 50 Fund | 4.30% | 5.55% | 1.22% | 3.28% | 0.59% |
NZ Top 10 Fund | 3.57% | -0.51% | 3.25% | 0.86% | 0.59% |
NZ Mid Cap Fund | 3.89% | 11.55% | 1.63% | 3.49% | 0.59% |
NZ Dividend Fund | 5.97% | 6.02% | 1.10% | 4.15% | 0.59% |
NZ Property Fund | 7.13% | 3.11% | -2.44% | -0.53% | 0.59% |
S&P/ASX 200 Fund | 3.97% | 11.29% | 6.88% | 0.59% | |
Australian Shares Fund | 3.83% | 11.41% | 7.54% | 11.68% | 0.59% |
Australian Top 20 Fund | 2.48% | 9.89% | 6.56% | 10.95% | 0.59% |
Australian Mid Cap Fund | 5.61% | 12.26% | 6.97% | 12.10% | 0.59% |
Australian Dividend Fund | 3.47% | 11.02% | 7.75% | 9.51% | 0.59% |
Australian Financials Fund | 5.46% | 28.28% | 13.57% | 17.74% | 0.59% |
Australian Resources Fund | 3.62% | -9.14% | -1.67% | 7.27% | 0.59% |
Australian Property Fund | 4.18% | 13.70% | 2.44% | 5.89% | 0.59% |
US 500 Fund | 6.57% | 15.05% | 15.26% | 14.89% | 0.54% |
US Large Growth Fund | 9.13% | 18.78% | 20.91% | 15.96% | 0.57% |
US Large Value Fund | 1.38% | 10.18% | 9.18% | 12.48% | 0.57% |
US Mid Cap Fund | 5.58% | 13.85% | 9.77% | 11.50% | 0.57% |
US Small Cap Fund | 5.66% | 6.40% | 7.55% | 10.27% | 0.57% |
Overseas Shares Fund | 5.60% | 14.21% | 13.87% | 12.89% | 0.58% |
Overseas Shares (Currency Hedged) Fund | 6.13% | 11.23% | 11.16% | 12.25% | 0.58% |
Total World Fund | 4.92% | 14.34% | 13.16% | 12.20% | 0.58% |
Total World (NZD Hedged) Fund | 5.44% | 11.29% | 10.37% | 0.58% | |
Asia Pacific Fund | 3.97% | 11.53% | 8.52% | 6.66% | 0.59% |
Emerging Markets Fund | 4.63% | 13.36% | 7.90% | 7.28% | 0.73% |
Europe Fund | 5.31% | 15.85% | 13.66% | 11.64% | 0.59% |
Global Property Fund | 4.25% | 8.65% | -0.80% | 3.25% | 0.58% |
NZ Bonds Fund | -0.17% | 5.31% | 3.19% | 1.01% | 0.54% |
S&P/NZX NZ Government Bond Fund | 0.02% | 4.28% | 1.69% | 0.54% | |
Overseas Bonds Fund | -0.25% | 3.77% | 1.68% | 0.45% | 0.59% |
Overseas Non-government Bonds Fund | -0.10% | 3.87% | 1.43% | -0.06% | 0.54% |
Global Aggregate Bond Fund | -0.32% | 3.49% | 0.03% | 0.59% | |
NZ Cash Fund | 0.18% | 3.39% | 3.28% | 2.21% | 0.52% |
UK Cash Fund | 0.07% | 7.35% | 5.62% | 2.87% | 0.49% |
Fund | Last month | Last year | 3 years (p.a.) | 5 years (p.a.) | Fund charges (p.a.) |
---|---|---|---|---|---|
SuperLife Age Steps - Age 20 | 4.55% | 9.98% | 7.68% | 8.87% | 0.84% |
SuperLife Age Steps - Age 30 | 3.77% | 8.94% | 6.67% | 7.42% | 0.83% |
SuperLife Age Steps - Age 40 | 3.77% | 8.94% | 6.67% | 7.42% | 0.83% |
SuperLife Age Steps - Age 50 | 3.53% | 8.62% | 6.35% | 6.96% | 0.82% |
SuperLife Age Steps - Age 60 | 2.71% | 7.51% | 5.26% | 5.37% | 0.81% |
SuperLife Age Steps - Age 70 | 1.84% | 6.32% | 4.10% | 3.74% | 0.79% |
SuperLife Age Steps - Age 80 | 0.39% | 4.30% | 2.12% | 0.99% | 0.77% |
SuperLife Income Fund | -0.09% | 3.62% | 1.46% | 0.14% | 0.77% |
SuperLife Conservative Fund | 1.40% | 5.97% | 3.65% | 3.09% | 0.78% |
SuperLife Balanced Fund | 2.88% | 7.98% | 5.39% | 5.72% | 0.81% |
SuperLife Growth Fund | 3.74% | 9.32% | 6.77% | 7.51% | 0.82% |
SuperLife High Growth Fund | 4.74% | 10.23% | 7.93% | 9.23% | 0.84% |
Ethica Fund | 3.04% | 8.32% | 5.73% | 6.19% | 0.91% |
Castle Point 5 Oceans Fund | 2.27% | 6.87% | 2.84% | 1.60% | |
S&P/NZX 50 Fund | 3.66% | 4.61% | 2.31% | 0.80% | |
NZ Shares Fund | 4.29% | 5.37% | 1.07% | 2.83% | 0.80% |
NZ Top 50 Fund | 4.29% | 5.40% | 1.07% | 3.14% | 0.80% |
NZ Top 10 Fund | 3.56% | -0.66% | 3.09% | 0.72% | 0.80% |
NZ Mid Cap Fund | 3.65% | 10.56% | 1.37% | 3.19% | 0.80% |
NZ Dividend Fund | 5.97% | 5.87% | 0.95% | 4.00% | 0.80% |
NZ Property Fund | 7.14% | 2.96% | -2.59% | -0.66% | 0.80% |
S&P/ASX 200 Fund | 3.96% | 11.13% | 6.74% | 0.80% | |
Australian Shares Fund | 3.83% | 11.27% | 7.40% | 11.57% | 0.80% |
Australian Top 20 Fund | 2.47% | 9.74% | 6.45% | 10.84% | 0.80% |
Australian Mid Cap Fund | 5.60% | 12.10% | 6.82% | 11.95% | 0.80% |
Australian Dividend Fund | 3.46% | 10.87% | 7.59% | 9.32% | 0.80% |
Australian Financials Fund | 5.46% | 28.16% | 13.46% | 17.61% | 0.80% |
Australian Resources Fund | 3.61% | -9.29% | -1.82% | 7.09% | 0.80% |
Australian Property Fund | 4.19% | 13.59% | 2.36% | 5.79% | 0.80% |
US 500 Fund | 6.56% | 14.89% | 15.10% | 14.75% | 0.75% |
US Large Growth Fund | 9.12% | 18.62% | 20.74% | 15.81% | 0.78% |
US Large Value Fund | 1.37% | 10.02% | 9.02% | 12.32% | 0.78% |
US Mid Cap Fund | 5.57% | 13.71% | 9.64% | 11.30% | 0.78% |
US Small Cap Fund | 5.66% | 6.26% | 7.42% | 10.09% | 0.78% |
Overseas Shares Fund | 5.58% | 14.01% | 13.69% | 12.75% | 0.79% |
Overseas Shares (Currency Hedged) Fund | 6.11% | 11.10% | 11.07% | 12.23% | 0.79% |
Total World Fund | 4.90% | 14.17% | 12.99% | 12.06% | 0.79% |
Total World (NZD Hedged) Fund | 5.42% | 11.16% | 10.25% | 0.79% | |
Asia Pacific Fund | 3.95% | 11.36% | 8.36% | 6.52% | 0.80% |
Emerging Markets Fund | 4.62% | 13.20% | 7.74% | 7.15% | 0.94% |
Europe Fund | 5.30% | 15.68% | 13.49% | 11.52% | 0.80% |
Global Property Fund | 4.20% | 8.43% | -0.95% | 3.12% | 0.79% |
NZ Bonds Fund | -0.19% | 5.16% | 3.03% | 0.87% | 0.75% |
S&P/NZX NZ Government Bond Fund | 0.00% | 4.14% | 1.67% | 0.75% | |
Overseas Bonds Fund | -0.26% | 3.61% | 1.53% | 0.31% | 0.80% |
Overseas Non-government Bonds Fund | -0.11% | 3.70% | 1.28% | -0.19% | 0.75% |
Global Aggregate Bond Fund | -0.32% | 3.39% | 0.32% | 0.80% | |
NZ Cash Fund | 0.17% | 3.25% | 3.13% | 2.08% | 0.73% |
UK Cash Fund | 0.08% | 7.18% | 5.44% | 2.72% | 0.70% |
Fund | Last month | Last year | 3 years (p.a.) | 5 years (p.a.) | Fund charges (p.a.) |
---|---|---|---|---|---|
SuperLife SMT Moderate Fund | 1.97% | 6.72% | 5.09% | 3.64% | 0.38% |
SuperLife SMT Balanced Fund | 3.11% | 8.11% | 6.71% | 5.74% | 0.38% |
SuperLife SMT Growth Fund | 4.26% | 9.28% | 7.88% | 7.52% | 0.38% |
SuperLife SMT NZ Cash Fund | 0.20% | 3.62% | 3.54% | 2.28% | 0.23% |
SuperLife SMT NZ Fixed Interest Fund | -0.08% | 4.92% | 2.46% | -0.30% | 0.39% |
SuperLife SMT World Fixed Interest Fund | -0.75% | 2.70% | 0.53% | -0.77% | 0.40% |
SuperLife SMT Australasian Shares Fund | 3.93% | 6.94% | 4.11% | 4.93% | 0.38% |
SuperLife SMT World Shares Fund | 6.89% | 11.99% | 13.51% | 13.20% | 0.39% |
SuperLife SMT Global Property Shares Fund | 2.63% | 8.08% | -1.11% | 4.05% | 0.41% |