SuperLife

SuperLife SMT World Shares Fund

 

Objective

Invests in a portfolio of international equities with the aim of providing a gross return (before tax, fees and other expenses) that is consistent with the market index.

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Fund Facts

Asset Class International equities
Geographic Focus International
Market Index The market index is the MSCI World ex Australia Custom ESG Leaders Net Total Return Index (50% NZD Hedged).

Fund Value ( 29/11/2024) $725,664,829
Fund Start Date 1 July 2000
Risk Indicator ( 27/06/2024)

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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)
2.67% 29.67% 10.57% 11.70%
Market Index Return
(reflects no deductions for charges and tax)
4.69% 31.77% 11.74% 13.39%
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.

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