SuperLife KiwiSaver Scheme
SuperLife Overseas Shares (Currency Hedged) Fund
In their own words: "The Overseas Shares (Currency Hedged) Fund is designed to provide a return (after tax, fees and other expenses) that reflects the after-tax return on the international share markets of developed economies. This fund is hedged against the NZ dollar."
At a glance:
Average annual returns over the past 3 years, after fees and taxes. *indicates less than three years of data.
Annual fees, including membership and % management fee.
A summary of this fund and it's details.
|Name||SuperLife Overseas Shares (Currency Hedged) Fund|
|Risk profile||Aggressive fund|
|Description||The Overseas Shares (Currency Hedged) Fund is designed to provide a return (after tax, fees and other expenses) that reflects the after-tax return on the international share markets of developed economies. This fund is hedged against the NZ dollar.|
|Market index description||FTSE Developed All-Cap Index (100% hedged to the New Zealand dollar)|
|Disclosure Statement Period||Sun June 30th 2019|
|Fund started||Wed Oct. 24th 2007|
|Three-year average return||9.70%|
|Market index past year return||5.40%|
|Past year return net charges and tax||3.56%|
|Past year return net of charges gross of tax||3.67%|
|Market index return since fund started||11.15%|
|Return since fund started net||10.74%|
|Total annual fund fees||0.58%|
|Total performance based fees||0.0%|
|Manager's basic fee||0.47%|
|Total other charges||30.0|
|Total other charges currency||NZD|
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|
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:
Vanguard S&P 500 ETF
United States International Equities24.99%
Vanguard FTSE Europe ETF
United States International Equities22.95%
Vanguard FTSE Pacific ETF
United States International Equities14.95%
Vanguard Mid-Cap ETF
United States International Equities10.01%
Vanguard Value ETF
United States International Equities9.72%
Vanguard Small-Cap ETF
United States International Equities8.39%
Vanguard Total World Stock ETF
United States International Equities2.64%
Vanguard Growth ETF
United States International Equities2.26%
Westpac Current Account
New Zealand Cash and Equivalents A-1+2.07%
How the money in this fund is invested.
|Cash and Cash Equivalents||1.0%||2.11%|
|New Zealand Fixed Interest||0.0%||0.0%|
|International Fixed Interest||0.0%||0.0%|
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)
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.
Human Rights & Environmental Violations:2.95%
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?
Human Rights & Environmental Violations:
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.