Fund Facts
| Asset Class | Australasian Equities |
|---|---|
| Geographic Focus | Australia and New Zealand |
| Market Index | The market index combines the S&P/NZX 50 Gross with Imputation Index (70%), the S&P/ASX 200 Fossil Fuel Screened Total Return Index (15%), and the S&P/ASX 200 Fossil Fuel Screened NZD Hedged Total Return Index (15%). |
| Fund Value ( 29/11/2024) | $7,129,196 |
|---|---|
| Fund Start Date | 1 July 2000 |
| Risk Indicator ( 27/06/2024) |
Lower risk Higher risk Potentially lower return Potentially higher return |
Returns and Fees
29 November 2024| Last month | Last year | 3 years (p.a.) | 5 years (p.a.) | |
|---|---|---|---|---|
|
Return (after deductions for charges and tax) |
3.75% | 17.72% | 3.31% | 4.22% |
|
Market Index Return (reflects no deductions for charges and tax) |
3.70% | 19.41% | 4.61% | 5.69% |
| Fee | Amount |
|---|---|
| Administration fee | An administration fee may apply. If you are an ordinary member, you may pay an administration fee of up to 0.50% of the daily average balance of your account. If you are a specified member, the administration fee you pay (if anything) will depend on what has been agreed with your employer – please consult your employer for more information. |
The returns are after tax at the highest prescribed investor rate (PIR) of tax for an individual New Zealand resident. Your tax may be lower.
If you are a SuperLife investor, you can log in to see how your investments have performed.
