Fund Facts
Asset Class | Australasian Equities |
---|---|
Geographic Focus | Australia and New Zealand |
Market Index | The market index combines the S&P/NZX 50 Index (70%) and the S&P/ASX 200 Fossil Fuel Screened (AUD) Index, 50% hedged to the New Zealand dollar (30%). |
Fund Value ( 28/03/2024) | $7,286,565 |
---|---|
Fund Start Date | 1 July 2000 |
Risk Indicator ( 29/12/2023) |
Lower risk Higher risk Potentially lower return Potentially higher return |
Returns and Fees
28 March 2024Last month | Last year | 3 years (p.a.) | 5 years (p.a.) | |
---|---|---|---|---|
Return (after deductions for charges and tax) |
3.54% | 4.83% | 1.56% | 5.07% |
Market Index Return (reflects no deductions for charges and tax) |
3.62% | 6.85% | 3.18% | 6.77% |
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.