SuperLife KiwiSaver Scheme
SuperLife NZ Mid Cap Fund

In their own words: "The NZ Mid Cap Fund invests in the Smartshares Exchange Traded Funds' NZ Mid Cap ETF."

At a glance:

Not Mindful
Type: Aggressive fund
Past Returns: 14.66%

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

Annual Fees: 0.59%

Annual fees, including membership and % management fee.

More information:

A summary of this fund and it's details.

Number FND2467
Name SuperLife NZ Mid Cap Fund
Risk profile Aggressive fund
Description The NZ Mid Cap Fund invests in the Smartshares Exchange Traded Funds' NZ Mid Cap ETF.
Value $3.8M NZD
Members 471
Market index description S&P/NZX Mid Cap Index
Disclosure Statement Period Sun June 30th 2019
Fund started Mon Sept. 21st 2015
Three-year average return 14.66%
Market index past year return 19.29%
Past year return net charges and tax 17.71
Past year return net of charges gross of tax 19.06
Market index return since fund started 19.43%
Return since fund started net 18.33%
Total annual fund fees 0.59
Total performance based fees 0.0
Manager's basic fee 0.55
Administration charges 0.04
Total other charges 30.0
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 June 2019.

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

Year Market Index Fund Annual Return
2019 10.11% 16.68%
2018 6.68% 18.45%
2017 11.18% 8.86%

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 June 2019.

Showing the top 10 investments for this fund:

  • Mainfreight Ltd
    New Zealand Australasian Equities
    7.72%
  • Infratil Ltd
    New Zealand Australasian Equities
    6.61%
  • Mercury NZ Ltd
    New Zealand Australasian Equities
    6.53%
  • Chorus Ltd
    New Zealand Australasian Equities
    5.61%
  • Kiwi Property Group Ltd
    New Zealand Listed Property N/A
    5.14%
  • Ebos Group Ltd
    New Zealand Australasian Equities
    5.03%
  • Goodman Property Trust
    New Zealand Listed Property N/A
    4.49%
  • Port Of Tauranga Ltd
    New Zealand Australasian Equities
    4.45%
  • Precinct Properties New Zealand Ltd
    New Zealand Listed Property
    4.38%
  • Genesis Energy Ltd
    New Zealand Australasian Equities
    3.82%

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

How the money in this fund is invested.

Type Target Actual
Cash and Cash Equivalents 1.0% 3.33%
New Zealand Fixed Interest 0.0% 0.0%
International Fixed Interest 0.0% 0.0%
Australasian Equities 99.0% 96.67%
International Equities 0.0% 0.0%
Listed Properties 0.0% 0.0%
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 June 2019.

Key Personnel

  • Alister John Williams

    Currently: Director (3 years, 7 months)
    Previously: Investment Manager - Trust Management (4 years, 5 months)

  • Guy Roulston Elliffe

    Currently: Director (3 years, 7 months)
    Previously: Corporate Governance Manager - ACC (4 years, 2 months)

  • Hugh Duncan Stevens

    Currently: Chief Executive Officer - Smartshares (1 years, 4 months)
    Previously: Chief Operating Officer - Implemented Investment Solutions Ltd (2 years, 6 months)

  • Lindsay Megan Wright

    Currently: Director (1 years, 0 months)
    Previously: Director - NZX (1 years, 4 months)

  • Mark John Peterson

    Currently: Director (1 years, 8 months)
    Previously: Chief Executive Officer - NZX (2 years, 5 months)

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

The known proportion of this fund invested in the areas of concern that we track. The Fund may have investments that are not consistent with their exclusions policy because of timing issues or because there are companies of concern in indirect investments.

  • Adult Entertainment/Pornography:
    0.00%
  • Alcohol:
    0.00%
  • Animal Testing:
    0.00%
  • Fossil Fuels:
    0.00%
  • Gambling:
    0.00%
  • GMOs:
    0.00%
  • Human Rights & Environmental Violations:
    0.00%
  • Palm Oil:
    0.00%
  • Tobacco:
    0.00%
  • Weapons:
    0.00%

This data has been compiled by Mindful Money from the portfolios that each KiwiSaver fund has filed with the Disclose register to 31 March 2019 and Mindful Money analysis of funds within those portfolio. 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.

Does this fund have a policy to exclude any industries from its investments?

  • Adult Entertainment/Pornography:
  • Alcohol:
  • Animal Testing:
  • Fossil Fuels:
  • Gambling:
  • GMOs:
  • Human Rights & Environmental Violations:
  • Palm Oil:
  • Tobacco:
  • Weapons:

This data is compiled from Mindful Money analysis of Fund websites. 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.

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.

Download the fund's disclosure statement and portfolio holdings.

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You should be prudent about your investment.

Investing involves risk. The value of investments can go down, as well as going up. You might lose some of your capital investment. Past returns are not a guide to future returns. The information provided on this website is not a recommendation to buy, sell or hold any financial products. Nothing on this page is financial advice for the purposes of the Financial Advisers Act 2008 and any associated regulations.

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.