SuperLife Total World Fund

In their own words: "The Total World Fund invests in the Smartshares Exchange Traded Funds' Smartshares Total World ETF."

At a glance:

Not Mindful
Type: Aggressive fund
Past Returns: 8.96%

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

Annual Fees: 0.6%

Annual fees, including membership and % management fee.

More information:

A summary of this fund and it's details.

Number FND2631
Name SuperLife Total World Fund
Risk profile Aggressive fund
Description The Total World Fund invests in the Smartshares Exchange Traded Funds' Smartshares Total World ETF.
Value $4.1M NZD
Members 421
Market index description FTSE Global All Cap Index (converted to the New Zealand dollar)
Disclosure Statement Period Tue Dec. 31st 2019
Fund started Mon Sept. 21st 2015
Three-year average return 8.96%
Market index past year return 26.88%
Past year return net charges and tax 24.08%
Past year return net of charges gross of tax 26.13%
Market index return since fund started 9.76%
Return since fund started net 6.87%
Total annual fund fees 0.6%
Total performance based fees 0.0%
Manager's basic fee 0.46%
Administration charges 0.14%
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 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% 7.02%
2018 6.68% 8.3%
2017 11.18% 11.56%

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:

  • Vanguard Total World Stock ETF
    United States International Equities
  • Westpac Current Account
    New Zealand Cash and Equivalents A-1+

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.



Type Target Actual
Cash and Cash Equivalents 1.0% 0.37%
New Zealand Fixed Interest 0.0% 0.0%
International Fixed Interest 0.0% 0.0%
Australasian Equities 0.0% 0.0%
International Equities 99.0% 99.63%
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 September 2019.

Key Personnel

  • Alister John Williams

    Currently: Director (4 years, 1 months)
    Previously: Investment Manager - Trust Management (4 years, 11 months)

  • Guy Roulston Elliffe

    Currently: Director (4 years, 1 months)
    Previously: Corporate Governance Manager - ACC (current position) (4 years, 8 months)

  • Hugh Duncan Stevens

    Currently: Chief Executive Officer - Smartshares (1 years, 10 months)
    Previously: Chief Operating Officer - Implemented Investment Solutions Ltd (2 years, 6 months)

  • Stuart Kenneth Reginald Millar

    Currently: Chief Investment Officer - Smartshares (0 years, 7 months)
    Previously: Head of Portfolio Management - ANZ Investments (6 years, 4 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:
  • Alcohol:
  • Animal Testing:
  • Fossil Fuels:
  • Gambling:
  • GMOs:
  • Human Rights & Environmental Violations:
  • Palm Oil:
  • Tobacco:
  • Weapons:

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 Corporation 0.56%
Chevron Corporation 0.42%
Bp P.L.C. 0.24%
Royal Dutch Shell Plc Class A 0.24%
Total Sa 0.24%
Nextera Energy, Inc. 0.21%
Royal Dutch Shell Plc Class B 0.21%
BHP Group Ltd 0.14%
Enbridge Inc. 0.13%
Dominion Energy Inc 0.12%
Conocophillips 0.12%
Suncor Energy Inc. 0.09%
Phillips 66 0.09%
BHP Group Plc 0.08%
Eog Resources, Inc. 0.08%
Kinder Morgan Inc Class P 0.08%
Occidental Petroleum Corporation 0.08%
Marathon Petroleum Corporation 0.07%
Eni S.P.A. 0.07%
Oil Company Lukoil Pjsc Sponsored Adr 0.07%
Valero Energy Corporation 0.07%
Reliance Industries Limited Sponsored Gdr 144A 0.06%
Glencore Plc 0.06%
Canadian Natural Resources Limited 0.06%
Oneok, Inc. 0.06%
Williams Companies, Inc. 0.05%
Anglo American Plc 0.05%
Gazprom Pjsc Sponsored Adr 0.05%
Engie Sa 0.05%
Reliance Industries Limited 0.05%
Cnooc Limited 0.05%
Lyondellbasell Industries Nv 0.04%
Ptt Public Co., Ltd.(Alien Mkt) 0.04%
Pioneer Natural Resources Company 0.04%
Repsol Sa 0.04%
Novatek Jsc 0.04%
Woodside Petroleum Ltd 0.04%
Pembina Pipeline Corporation 0.04%
Equinor Asa 0.03%
Hess Corporation 0.03%
Diamondback Energy, Inc. 0.03%
Cheniere Energy, Inc. 0.03%
China Petroleum & Chemical Corporation Class H 0.03%
Jxtg Holdings. Inc. 0.03%
Neste Corporation 0.03%
Concho Resources Inc. 0.03%
Snam S.P.A. 0.02%
Tatneft Pjsc Sponsored Adr 0.02%
Noble Energy, Inc. 0.02%
Petrochina Company Limited Class H 0.02%
Marubeni Corporation 0.02%
Marathon Oil Corporation 0.02%
Devon Energy Corporation 0.02%
Apache Corporation 0.02%
Cenovus Energy Inc. 0.02%
Santos Limited 0.02%
Targa Resources Corp. 0.02%
Origin Energy Limited 0.02%
Apa Group 0.02%
Sasol Limited 0.02%
South32 Ltd. 0.02%
Inpex Corporation 0.02%
Hollyfrontier Corporation 0.02%


Boeing Company 0.38%
Honeywell International Inc. 0.23%
United Technologies Corporation 0.21%
Lockheed Martin Corporation 0.18%
Airbus Se 0.13%
Northrop Grumman Corporation 0.11%
Raytheon Company 0.10%
Safran S.A. 0.10%
Transdigm Group Incorporated 0.05%
Bae Systems Plc 0.04%
Rolls-Royce Holdings Plc 0.03%
Jacobs Engineering Group Inc. 0.02%
Teledyne Technologies Incorporated 0.02%
Leidos Holdings, Inc. 0.02%
Thales Sa 0.02%
Textron Inc. 0.02%
Mitsubishi Heavy Industries, Ltd. 0.02%
Booz Allen Hamilton Holding Corporation Class A 0.02%
Huntington Ingalls Industries, Inc. 0.02%
Larsen & Toubro Ltd. 0.01%
Heico Corporation Class A 0.01%
Meggitt Plc 0.01%
Caci International Inc Class A 0.01%
Aecom 0.01%
Rheinmetall Ag 0.01%
Curtiss-Wright Corporation 0.01%
Bwx Technologies, Inc. 0.01%
Science Applications International Corp. 0.01%
Oshkosh Corp 0.01%
Heico Corporation 0.01%
Cobham Plc 0.01%
Leonardo Spa 0.01%
Mercury Systems, Inc. 0.01%
Viasat, Inc. 0.01%
Singapore Technologies Engineering Ltd 0.01%
Elbit Systems Ltd 0.01%
G4S Plc 0.01%
Aerojet Rocketdyne Holdings, Inc. 0.01%
Dassault Aviation Sa 0.01%
Axon Enterprise Inc 0.01%
Olin Corporation 0.01%
Kawasaki Heavy Industries Ltd. 0.01%
Ihi Corporation 0.01%
Saab Ab Class B 0.01%
Fluor Corporation 0.01%


Las Vegas Sands Corp. 0.04%
Mgm Resorts International 0.03%
Galaxy Entertainment Group Limited 0.02%
Aristocrat Leisure Limited 0.02%
Sands China Ltd. 0.02%
Wynn Resorts, Limited 0.02%


Lvmh Moet Hennessy Louis Vuitton Se 0.19%
Diageo Plc 0.18%
Altria Group Inc 0.14%
Anheuser-Busch Inbev Sa/Nv 0.14%
Pernod Ricard Sa 0.07%
Constellation Brands, Inc. Class A 0.06%
Heineken Nv 0.05%
Asahi Group Holdings,Ltd. 0.04%
Brown-Forman Corporation Class B 0.04%
Kirin Holdings Company, Limited 0.03%
Carlsberg A/S Class B 0.03%
Kweichow Moutai Co., Ltd. Class A 0.02%
Heineken Holding N.V. 0.02%
Ambev Sa 0.02%
Molson Coors Brewing Company Class B 0.02%
Ambev Sa Sponsored Adr 0.02%
Treasury Wine Estates Limited 0.02%
China Resources Beer (Holdings) Co. Ltd. 0.02%

Palm Oil

Posco 0.02%
Pt Astra International Tbk 0.02%
Brown & Brown, Inc. 0.02%


Novartis Ag 0.35%
Bayer Ag 0.12%
Basf Se 0.12%
Dupont De Nemours, Inc. 0.10%
Nutrien Ltd. 0.05%
Japan Tobacco Inc. 0.05%
Novozymes A/S Class B 0.02%

Human Rights & Environmental Violations

Johnson & Johnson 0.65%
Nestle S.A. 0.59%
Chevron Corporation 0.42%
Royal Dutch Shell Plc Class A 0.24%
Royal Dutch Shell Plc Class B 0.21%
BHP Group Ltd 0.14%
Duke Energy Corporation 0.13%
BHP Group Plc 0.08%
Sempra Energy 0.08%
Glencore Plc 0.06%
Nutrien Ltd. 0.05%
Archer-Daniels-Midland Company 0.04%
Petroleo Brasileiro Sa Pfd 0.04%
Vale S.A. Sponsored Adr 0.04%
Vale S.A. 0.04%
Barrick Gold Corporation 0.02%
Freeport-Mcmoran, Inc. 0.03%
Mmc Norilsk Nickel Pjsc Adr 0.03%
Petroleo Brasileiro Sa Sponsored Adr Pfd 0.02%
Petroleo Brasileiro Sa 0.02%
Posco 0.02%
Petrochina Company Limited Class H 0.02%
Pt Astra International Tbk 0.02%
Bunge Limited 0.02%

Animal Testing

Johnson & Johnson 0.649%
Nestle S.A. 0.589%
Procter & Gamble Company 0.579%
Chevron Corporation 0.419%
Coca-Cola Company 0.389%
Pepsico, Inc. 0.359%
Royal Dutch Shell Plc Class A 0.240%
Honeywell International Inc. 0.230%
Philip Morris International Inc. 0.220%
Royal Dutch Shell Plc Class B 0.210%
Glaxosmithkline Plc 0.200%
Lvmh Moet Hennessy Louis Vuitton Se 0.190%
Unilever Nv 0.160%
Altria Group Inc 0.140%
British American Tobacco P.L.C. 0.140%
Bayer Ag 0.120%
Unilever Plc 0.120%
Basf Se 0.120%
Colgate-Palmolive Company 0.120%
L'Oreal Sa 0.110%
Danone Sa 0.100%
Ecolab Inc. 0.090%
Reckitt Benckiser Group Plc 0.090%
Air Products and Chemicals, Inc. 0.090%
Kimberly-Clark Corporation 0.090%
Estee Lauder Companies Inc. Class A 0.080%
Walgreens Boots Alliance Inc 0.080%
General Mills, Inc. 0.060%
Shiseido Company,Limited 0.060%
Tesco Plc 0.050%
Ppg Industries, Inc. 0.050%
Givaudan Sa 0.050%
Archer-Daniels-Midland Company 0.040%
Imperial Brands Plc 0.040%
Koninklijke Dsm N.V. 0.040%
Air Liquide Sa Temp 0.040%
Akzo Nobel N.V. 0.040%
Hindustan Unilever Limited 0.040%
Clorox Company 0.040%
Church & Dwight Co., Inc. 0.030%
Kraft Heinz Company 0.030%
Henkel Ag & Co. Kgaa Pref 0.030%
Air Liquide Sa 0.030%
International Flavors & Fragrances Inc. 0.020%
British American Tobacco Plc Sponsored Adr 0.020%
Symrise Ag 0.020%
Beiersdorf Ag 0.020%
Fmc Corporation 0.020%
Burberry Group Plc 0.020%
Associated British Foods Plc 0.020%
Coca-Cola European Partners Plc 0.020%
Henkel Ag & Co. Kgaa 0.020%
Novozymes A/S Class B 0.020%
Kikkoman Corporation 0.020%
Chr. Hansen Holding A/S 0.020%

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.