Supereasy Aggressive Fund

In their own words: "The Aggressive Fund target asset allocations are 90% in growth assets and 10% in income assets. Its objective is to achieve a high level of real returns over the medium to long term primarily through investment in equities, accepting that the returns may be subject to significant short term variations."

At a glance:

Not Mindful
Type: Aggressive fund
Past Returns: *8.95%

Average annual returns over the past 3 years, after fees and taxes. *indicates less than three years of data.

Annual Fees: 0.56%

Annual fees, including membership and % management fee.

More information:

A summary of this fund and it's details.

Number FND198
Name Supereasy Aggressive Fund
Risk profile Aggressive fund
Description The Aggressive Fund target asset allocations are 90% in growth assets and 10% in income assets. Its objective is to achieve a high level of real returns over the medium to long term primarily through investment in equities, accepting that the returns may be subject to significant short term variations.
Value $14M NZD
Members 422
Market index description The market index return is the strategic asset allocation weighted benchmark index return, where the benchmark indices are defined in the Statement of Investment Policy and Objectives.
Disclosure Statement Period Sun March 31st 2019
Fund started Sun July 1st 2007
Three-year average return *8.95%
Market index past year return 12.54%
Past year return net charges and tax 10.0%
Past year return net of charges gross of tax 10.92%
Market index return since fund started 6.51%
Return since fund started net %
Total annual fund fees 0.56%
Total performance based fees 0.0%
Manager's basic fee 0.5%
Administration charges 0.06%
Total other charges 54.0
Total other charges currency NZD

This information has been sourced from the quarterly data that each KiwiSaver fund has filed with Disclose register to 30 September 2019.

The past annual returns for this fund. Please note that higher past returns do not always mean higher future returns.

Year Market Average Fund Annual Return
2019 10.11% 10.0%
2018 6.68% 7.9%
2017 11.18% 8.85%
2016 4.51% 3.95%
2015 15.30% 18.35%
2014 10.31% 12.71%
2013 13.23% 10.61%
2012 -5.15% -4.31%
2011 7.61% 5.44%
2010 26.74% 25.82%

The market index is the average NZ KiwiSaver return for funds of the same risk category, sourced from the Commission for Financial Capability's Sorted website. The fund information has been sourced from the quarterly data that each KiwiSaver fund has filed with Disclose register to 30 September 2019.

Showing the top 10 investments for this fund:

  • AMP Global Index Shares - Nwin
    New Zealand International Equities NA
    43.6%
  • AMP NZ Shares Index Fund - Aif Pe
    New Zealand Australasian Equities NA
    20.82%
  • AMP Australasian Property Fund - Aifp
    New Zealand Listed Property NA
    10.75%
  • AMP Hedged Global Index Shares - Aif Hpi
    New Zealand International Equities NA
    9.8%
  • AMP SRI Global - Aifr
    New Zealand International Equities NA
    5.77%
  • AMP Hedged Global Fixed Interest Fund - Aif Pq
    New Zealand International Fixed Interest NA
    4.67%
  • ANZ Wholesale Cash Fund
    New Zealand Cash and Cash Equivalents NA
    1.82%
  • ANZ High Grade Bond Fund
    New Zealand New Zealand Fixed Interest NA
    1.39%
  • ANZ Sovereign Bond Fund
    New Zealand New Zealand Fixed Interest NA
    1.38%

This information has been sourced from the quarterly data that each KiwiSaver fund has filed with Disclose register to 30 September 2019.

How the money in this fund is invested against the fund's targets.

Target

Actual


Type Target Actual
Cash and Cash Equivalents 2.0% 1.82%
New Zealand Fixed Interest 3.0% 2.77%
International Fixed Interest 5.0% 4.67%
Australasian Equities 20.0% 20.82%
International Equities 60.0% 59.17%
Listed Properties 10.0% 10.75%
Unlisted Properties 0.0% 0.0%
Unknown None% 0.0%
Other 0.0% 0.0%
Commodities 0.0% 0.0%

This information has been sourced from the quarterly data that each KiwiSaver fund has filed with Disclose register to 30 September 2019.

Key Personnel

  • Basil Morrison

    Currently: LGST Chairman (7 years, 10 months)
    Previously: (None years, None months)

  • Chathuri Mendis

    Currently: Investment Accountant (Civic Financial Services) (0 years, 2 months)
    Previously: Junior Accountant (Civic Financial Services) (1 years, 10 months)

  • Glenn Watkin

    Currently: Chief Financial Officer (Civic Financial Services) (0 years, 2 months)
    Previously: Investment Accountant (Civic Financial Services) (6 years, 5 months)

  • Graeme Mitchell

    Currently: Licensed Independent Trustee (6 years, 1 months)
    Previously: (None years, None months)

  • Ian Brown

    Currently: Chief Executive Officer (Civic Financial Services) (2 years, 1 months)
    Previously: Superannuation Mgr (Civic Financial Services) (12 years, 3 months)

This information has been sourced from the quarterly data that each KiwiSaver fund has filed with Disclose register to 30 September 2019.

Does this fund have a policy to exclude any industries from its investments? The first column shows if the fund has a policy to exclude the issue. The second column shows if there are any current investments (source: Mindful Money research).

The Fund may have investments that are not consistent with their exclusions policy because they are still in the process of implementing their policy.

  • Issue of concern
    Is it excluded?
    Portfolio analysis
  • Adult Entertainment/Pornography:
    0.00%
  • Alcohol:
    0.66%
  • Animal Testing:
    4.16%
  • Fossil Fuels:
    3.05%
  • Gambling:
    0.65%
  • GMOs:
    0.53%
  • Human Rights & Environmental Violations:
    1.87%
  • Palm Oil:
    0.06%
  • Tobacco:
    0.12%
  • Weapons:
    0.12%

This data is compiled by Mindful Money from the fund information and portfolios that each KiwiSaver fund has filed with the Disclose register to 30 September 2019 and Mindful Money analysis of funds within those portfolios. The list of companies of concern has been drawn from ratings agencies and public sources, including the Norwegian Sovereign Fund, NZ Super Fund and research organisations.

Note that the fund’s intended exclusions may not be consistent with the analysis of the portfolio because of timing issues or because there are companies of concern in indirect investments by the fund.

Note that many KiwiSaver funds exclude controversial weapons. However, the category of Weapons used in this analysis is broader in scope, covering all munitions, firearms and military weapons

Specific companies invested in:

Fossil Fuel

Exxon Mobil Corp 0.28%
Chevron Corp 0.02%
Bp Plc 0.12%
Royal Dutch Shell Plc-A Shs 0.12%
Total Sa 0.02%
Royal Dutch Shell Plc-B Shs 0.10%
Nextera Energy Inc 0.05%
Enbridge Inc 0.07%
BHP Group Ltd 0.07%
Conocophillips 0.06%
Dominion Energy Inc 0.06%
Suncor Energy Inc 0.04%
BHP Group Plc 0.02%
Phillips 66 0.04%
Eog Resources Inc 0.04%
Marathon Petroleum Corp 0.04%
Occidental Petroleum Corp 0.04%
Kinder Morgan Inc/De 0.04%
Gazprom Pjsc 0.03%
Valero Energy Corp 0.03%
Eni Spa 0.02%
Lukoil Pjsc 0.03%
Canadian Natural Resources Ltd 0.03%
Glencore Plc 0.03%
Cnooc Ltd 0.03%
Engie Sa 0.03%
Petrobras - Petroleo Bras-Pr 0.03%
Oneok Inc 0.03%
Lyondellbasell Industries Nv 0.02%
Repsol Sa 0.02%
Woodside Petroleum Ltd 0.02%
Petrobras - Petroleo Bras 0.02%
Anglo American Plc 0.02%
Novatek Pjsc 0.02%
Pioneer Natural Resources Co 0.02%
Pembina Pipeline Corp 0.02%
Tatneft Pao 0.02%
China Petroleum & Chemical-H 0.01%
Hess Corp 0.01%
Jxtg Holdings Inc 0.01%
Equinor Asa 0.01%
Diamondback Energy Inc 0.01%
Concho Resources Inc 0.01%
Cheniere Energy Inc 0.01%
Petrochina Co Ltd-H 0.01%
BHP Group Ltd-Spon Adr 0.02%
Engie 0.02%
Royal Dutch Shell Plc - London Se 0.02%
Beach Energy Ltd 0.01%
Snam Spa 0.01%

Weapons

Transdigm Group Inc 0.02%

Tobacco

Orbis Global Equity Le Fund 0.11%

Gambling

Las Vegas Sands Corp 0.02%
Galaxy Entertainment Group Ltd 0.01%
Mgm Resorts International 0.01%
Sands China Ltd 0.01%
Aristocrat Leisure Ltd 0.01%
Skycity Entertainment Group Lt 0.51%

Alcohol

Lvmh Moet Hennessy Louis Vuitt 0.10%
Diageo Plc 0.07%
Anheuser-Busch Inbev Sa/Nv 0.07%
Pernod Ricard Sa 0.01%
Constellation Brands Inc 0.03%
Heineken Nv 0.04%
Ambev Sa 0.02%
Kirin Holdings Co Ltd 0.02%
Asahi Group Holdings Ltd 0.02%
Carlsberg A/S 0.02%
Brown-Forman Corp 0.01%

Palm Oil

Posco 0.01%

GMOs

Novartis Ag 0.17%
Basf Se 0.06%
Bayer Ag 0.06%
Dupont De Nemours Inc 0.05%
Nutrien Ltd 0.03%
Novartis Ag-Reg 0.09%
Novartis Ag-Sponsored Adr 0.03%

Human Rights & Environmental Violations

Johnson & Johnson 0.07%
Nestle Sa 0.30%
Chevron Corp 0.02%
Royal Dutch Shell Plc-A Shs 0.12%
Royal Dutch Shell Plc-B Shs 0.10%
BHP Group Ltd 0.07%
Duke Energy Corp 0.06%
BHP Group Plc 0.02%
Sempra Energy 0.03%
Vale Sa 0.03%
Glencore Plc 0.03%
Nutrien Ltd 0.03%
Barrick Gold Corp - Tse 0.02%
Archer-Daniels-Midland Co 0.02%
Posco 0.01%
Mmc Norilsk Nickel Pjsc - London Se 0.01%
Freeport-Mcmoran Inc 0.01%
Petrochina Co Ltd-H 0.01%
Nestle Sa-Reg 0.10%
BHP Group Ltd-Spon Adr 0.02%
Nestle Sa-Spons Adr 0.02%
Royal Dutch Shell Plc - London Se 0.02%

Animal Testing

Johnson & Johnson 0.070%
Nestle Sa 0.305%
Procter & Gamble Co/The 0.124%
Chevron Corp 0.016%
Coca-Cola Co/The 0.022%
Pepsico Inc 0.179%
Royal Dutch Shell Plc-A Shs 0.118%
Royal Dutch Shell Plc-B Shs 0.100%
Lvmh Moet Hennessy Louis Vuitt 0.100%
Glaxosmithkline Plc 0.019%
Unilever Nv 0.106%
L'Oreal Sa 0.066%
Basf Se 0.061%
Unilever Plc 0.061%
Bayer Ag 0.057%
Air Liquide Sa 0.057%
Colgate-Palmolive Co 0.052%
Reckitt Benckiser Group Plc 0.012%
Ecolab Inc 0.048%
Danone Sa 0.048%
Air Products & Chemicals Inc 0.044%
Kimberly-Clark Corp 0.044%
Estee Lauder Cos Inc/The 0.025%
Walgreens Boots Alliance Inc 0.035%
Shiseido Co Ltd 0.031%
General Mills Inc 0.026%
Tesco Plc 0.026%
Ppg Industries Inc 0.026%
Givaudan Sa 0.022%
Koninklijke Dsm Nv 0.017%
Akzo Nobel Nv 0.017%
Archer-Daniels-Midland Co 0.017%
Henkel Ag & Co Kgaa Vorzug 0.017%
Clorox Co/The 0.017%
Kraft Heinz Co/The 0.017%
Church & Dwight Co Inc 0.017%
Symrise Ag 0.013%
Nestle Sa-Reg 0.098%
Unilever N V -Ny Shares 0.024%
Nestle Sa-Spons Adr 0.020%
Royal Dutch Shell Plc - London Se 0.020%

Download the fund's disclosure statement and portfolio holdings.

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Before investing, consider your investment aims, your values and your risk preferences. You should read the Product Disclosure Statement for the investment fund carefully. It contains the fund’s investment objectives, risks, fees and other information which you should know before investing. This website has a list of the advisers that are registered with the Responsible Investment Association of Australasia. You should contact an investment adviser before investing if you have questions or if you are unclear about the implications of your investment decision.