SuperLife Global Aggregate Bond Fund

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Not Mindful
Type: Defensive fund
Past Returns: No 3 year data yet

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

Annual Fees: 0.59%

Annual fees, including any membership and % management fee.

The graph below shows the percentage of the fund invested in each of the worst issues of concern to New Zealanders. Below the graph are listed all the companies this fund invests in, by issue of concern.


Fossil Fuel

Abu Dhabi National Energy Co PJSC Mtn Regs 0.02%
Aker BP Asa 144A 0.01%
American Electric Power Company In 0.02%
Anglo American Capital PLC 144A 0.01%
Anglo American Capital PLC Mtn Regs 0.01%
Anglo American Capital PLC Regs 0.01%
Apt Pipelines Ltd 144A 0.01%
Bharat Petroleum Corp Ltd Mtn Regs 0.01%
BHP Billiton Finance Ltd Regs 0.01%
BP Capital Markets America Inc. 0.04%
BP Capital Markets PLC 0.01%
BP Capital Markets PLC Mtn Regs 0.04%
BP Capital Markets PLC Nc6 Regs 0.01%
BP Capital Markets PLC Regs 0.02%
Canadian National Railway Company 0.02%
Canadian Pacific Railway Company 0.01%
Centrica PLC Mtn Regs 0.01%
Chevron Corp 0.02%
China Cinda Finance (2014) Ltd Regs 0.01%
China Cinda Finance (2015) I Ltd Mtn Regs 0.01%
China Cinda Finance (2017) I Ltd Mtn Regs 0.01%
Citic Ltd Mtn Regs 0.01%
Ck Hutchison International (16) Lt 144A 0.01%
Ck Hutchison International (17) (I 144A 0.01%
Ck Hutchison International 20 Ltd 144A 0.01%
Cnac Hk Finbridge Co Ltd Regs 0.02%
Cnooc Finance 2015 Usa Llc 0.02%
Coca-Cola Co 0.03%
Coca-Cola Co Regs 0.01%
Coca-Cola Company (The) 0.01%
Coentreprise De Transport Delectri Regs 0.01%
Concho Resources Inc 0.01%
Conocophillips 0.01%
Devon Energy Corporation 0.01%
Diamondback Energy Inc 0.02%
Dte Energy Company 0.01%
E.On Se Regs 0.01%
Ecopetrol SA 0.03%
Edp - Energias De Portugal SA Mtn Regs 0.01%
Electricite De France Regs 0.01%
Electricite De France SA 144A 0.04%
Electricite De France SA Mtn Regs 0.04%
Electricite De France SA Regs 0.01%
Empresa Nacional Del Petroleo Regs 0.01%
Enagas Financiaciones Sau Mtn Regs 0.01%
Enbridge Energy Partners Lp 0.01%
Enbridge Gas Inc Mtn 0.01%
Enbridge Inc 0.01%
Enbridge Inc Mtn 0.01%
Enbw Energie Baden Wuerttemberg AG Regs 0.01%
Enel Fin Intl 144A 0.01%
Enel Finance International Nv 144A 0.02%
Enel Finance International Nv Mtn Regs 0.04%
Enel Finance International SA Mtn Regs 0.01%
Enel Spa 144A 0.01%
Energy Transfer Operating Lp 0.03%
Energy Transfer Partners Lp 0.02%
Engie SA Mtn Regs 0.03%
Eni Spa 144A 0.01%
Eni Spa Mtn Regs 0.03%
Eog Resources Inc 0.01%
Ep Infrastructure As Regs 0.01%
Equinor Asa 0.02%
Equinor Asa Mtn Regs 0.03%
Esb Finance Dac Mtn Regs 0.01%
Evergy Metro Inc 0.01%
Exxon Mobil Corp 0.08%
Firstenergy Corporation 0.01%
Fortum Oyj Mtn Regs 0.01%
Glencore Finance (Europe) Ltd Mtn Regs 0.01%
Glencore Funding Llc 144A 0.02%
Gohl Capital Ltd Regs 0.01%
Hess Corporation 0.01%
Husky Energy Inc. 0.01%
Iberdrola Finanzas Sau Mtn Regs 0.04%
Iberdrola International Bv Regs 0.01%
Indonesia Asahan Aluminium Persero Regs 0.02%
Israel Electric Corp Ltd Mtn 0.01%
Jefferies Group Llc 0.01%
Jsc National Kazmunaygas Regs 0.02%
Kinder Morgan Energy Partners Lp 0.04%
Kinder Morgan Inc 0.02%
Korea East-West Power Co Ltd Regs 0.01%
Korea Gas Corp Mtn Regs 0.01%
Korea Gas Corporation Mtn Regs 0.01%
Lyb International Finance Ii Bv 0.01%
Lyb International Finance Iii Llc 0.01%
Lyondellbasell Industries Nv 0.01%
Marathon Petroleum Corp 0.02%
Midamerican Energy Company 0.01%
Minejesa Capital Bv Regs 0.01%
Mitsubishi Corporation Mtn Regs 0.01%
Mplx Lp 0.04%
Naturgy Finance Bv Mtn Regs 0.01%
Nextera Energy Capital Holdings In 0.03%
Noble Energy Inc 0.01%
Norfolk Southern Corporation 0.03%
Ntpc Ltd Mtn Regs 0.01%
OMV AG Mtn Regs 0.03%
Oneok Inc 0.01%
Ongc Videsh Ltd Regs 0.01%
Pacificorp 0.02%
Pertamina Persero Pt Mtn Regs 0.03%
Perusahaan Listrik Negara (Persero Mtn Regs 0.03%
Phillips 66 0.02%
Posco Regs 0.01%
Ppl Electric Utilities Corporation 0.01%
Pttep Treasury Center Co Ltd Mtn Regs 0.01%
Reliance Industries Ltd Regs 0.01%
Rio Tinto Finance (Usa) Ltd 0.01%
Saudi Arabian Oil Co Mtn Regs 0.04%
Shell International Finance Bv 0.07%
Shell International Finance Bv Mtn Regs 0.03%
Sinopec Group Overseas Development Regs 0.05%
Snam Spa Mtn Regs 0.01%
Sunoco Logistics Partners Operatio 0.01%
Thaioil Treasury Center Co Ltd Mtn Regs 0.01%
Total Capital International SA 0.04%
Total Capital International SA Mtn Regs 0.04%
Total SA Mtn Regs 0.01%
Valero Energy Corporation 0.01%
Weyerhaeuser Company 0.01%
Williams Companies Inc 0.01%
Wintershall Dea Finance Bv Regs 0.01%
Xcel Energy Inc 0.02%

Weapons

Airbus Group Se 144A 0.01%
Airbus Se Mtn Regs 0.02%
Bae Systems PLC Regs 0.01%
Boeing Co 0.08%
General Dynamics Corporation 0.02%
Honeywell International Inc 0.02%
Lockheed Martin Corp 0.02%
Lockheed Martin Corporation 0.01%
Northrop Grumman Corp 0.03%
Precision Castparts Corp 0.01%
Raytheon Technologies Corporation 0.05%
Raytheon Technologies Corporation 144A 0.01%
Textron Inc 0.01%
Thales SA Mtn Regs 0.01%

Tobacco

Altria Group Inc 0.07%
Bat Capital Corp 0.05%
Bat International Finance PLC 144A 0.01%
Bat International Finance PLC Mtn Regs 0.02%
Imperial Brands Finance PLC 144A 0.02%
Imperial Brands Finance PLC Regs 0.01%
Philip Morris International Inc 0.06%

Gambling

Gohl Capital Ltd Regs 0.01%
Las Vegas Sands Corp 0.01%
Sands China Ltd 0.02%

Alcohol

Anheuser Busch Inbev Nv Mtn Regs 0.04%
Anheuser-Busch Companies Llc 0.03%
Anheuser-Busch Inbev Nv Mtn Regs 0.01%
Anheuser-Busch Inbev SA Nv Mtn Regs 0.01%
Anheuser-Busch Inbev Worldwide Inc 0.05%
Anheuser-Busch Inbev Worldwide Inc Mtn 0.02%
Bacardi Ltd 144A 0.01%
Carlsberg Breweries A/S Mtn Regs 0.01%
Constellation Brands Inc 0.03%
Diageo Capital PLC 0.02%
Diageo Finance PLC Mtn Regs 0.01%
Heineken Nv Mtn Regs 0.03%
LVMH Moet Hennessy Louis Vuitton S Mtn Regs 0.02%
LVMH Moet Hennessy Louis Vuitton S Regs 0.01%
Molson Coors Brewing Co 0.02%
Pernod-Ricard SA Regs 0.02%

Palm Oil

Cargill Inc 144A 0.01%
Posco Regs 0.01%

Human Rights & Environmental Violations

Adani Ports and Special Economic Z Regs 0.01%
Archer Daniels Midland Co 0.02%
BHP Billiton Finance Ltd Regs 0.01%
Cargill Inc 144A 0.01%
Chevron Corp 0.02%
Duke Energy Corp 0.02%
Glencore Finance (Europe) Ltd Mtn Regs 0.01%
Glencore Funding Llc 144A 0.02%
Johnson & Johnson 0.04%
Mmc Finance Dac Regs 0.01%
Nestle Finance International Ltd Regs 0.01%
Nestle Holdings Inc. 144A 0.02%
Nestle Holdings Inc. Mtn Regs 0.02%
Nutrien Ltd 0.02%
Posco Regs 0.01%
Rio Tinto Finance (Usa) Ltd 0.01%
Sempra Energy 0.01%
Shell International Finance Bv 0.07%
Shell International Finance Bv Mtn Regs 0.03%
Southern Peru Copper Corp 0.01%
Vale Overseas Ltd 0.01%

Animal Testing

Air Liquide Finance SA 144A 0.010%
Air Liquide Finance SA Mtn Regs 0.010%
Air Products and Chemicals Inc 0.010%
Altria Group Inc 0.070%
Archer Daniels Midland Co 0.020%
Argentum Netherlands Bv For Zurich Mtn Regs 0.010%
Bat International Finance PLC 144A 0.010%
Bat International Finance PLC Mtn Regs 0.020%
Bayer AG Regs 0.010%
Bayer US Finance Ii Llc 144A 0.030%
Bayer US Finance Llc 144A 0.010%
Cargill Inc 144A 0.010%
Chevron Corp 0.020%
Cnac Hk Finbridge Co Ltd Regs 0.020%
Coca-Cola Co 0.030%
Coca-Cola Co Regs 0.010%
Coca-Cola Company (The) 0.010%
Danone SA 144A 0.010%
Danone SA Mtn Regs 0.020%
Dow Chemical Company (The) 0.030%
Dowdupont Inc 0.010%
Dupont De Nemours Inc 0.020%
Eastman Chemical Co 0.010%
Ecolab Inc 0.010%
Estee Lauder Companies Inc. (The) 0.010%
Fmc Corporation 0.010%
General Mills Inc 0.020%
Givaudan Finance Europe Bv Regs 0.010%
Glaxosmithkline Capital Inc 0.040%
Glaxosmithkline Capital PLC Mtn Regs 0.020%
Henkel AG & Co Kgaa Regs 0.010%
Honeywell International Inc 0.020%
Hp Inc 0.010%
Imperial Brands Finance PLC 144A 0.020%
Imperial Brands Finance PLC Regs 0.010%
Johnson & Johnson 0.040%
Kellogg Company 0.010%
Keurig Dr Pepper Inc 0.020%
Kimberly-Clark Corp 0.010%
Linde Finance Bv Regs 0.010%
LVMH Moet Hennessy Louis Vuitton S Mtn Regs 0.020%
LVMH Moet Hennessy Louis Vuitton S Regs 0.010%
Lyb International Finance Ii Bv 0.010%
Lyb International Finance Iii Llc 0.010%
Lyondellbasell Industries Nv 0.010%
Marubeni Corp Regs 0.010%
Mondelez International Inc 0.010%
Mosaic Co 0.020%
Nestle Finance International Ltd Regs 0.010%
Nestle Holdings Inc. 144A 0.020%
Nestle Holdings Inc. Mtn Regs 0.020%
Nutrien Ltd 0.020%
Pepsico Inc 0.060%
Philip Morris International Inc 0.060%
PPG Industries Inc 0.010%
Praxair Inc 0.020%
Procter & Gamble Co 0.020%
Procter & Gamble Company 0.010%
Reckitt Benckiser Treasury Service 144A 0.020%
Reliance Industries Ltd Regs 0.010%
Shell International Finance Bv 0.070%
Shell International Finance Bv Mtn Regs 0.030%
Sherwin-Williams Company (The) 0.020%
Syngenta Finance Nv 144A 0.010%
Syngenta Finance Nv Mtn Regs 0.010%
Tesco Corporate Treasury Services Mtn Regs 0.020%
Tesco Property Regs 0.020%
Unilever Capital Corp 0.020%
Unilever Nv Mtn Regs 0.020%
Unilever PLC Regs 0.010%
Yara International Asa 144A 0.010%

This data is compiled by Mindful Money from the fund information and portfolios that each KiwiSaver fund has filed with the Disclose register to Wed Sept. 30th 2020 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, Sustainalytics and research organisations.

Mindful Money uses the term Mindful Funds as our standard for ethical investment and responsible investment. This does not imply that other funds are unethical or that the fund providers that do not meet these standards are unethical providers.

Past annual returns for this fund are after fees and taxes. Please note that higher past returns do not always mean higher future returns.

Year Market Average Fund Annual Return

The market average is the average 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 Wed Sept. 30th 2020.

Showing the top 10 investments for this fund:

  • Ishares Global Aggregate Bond Ucits ETF
    Ireland Int Fixed Interest
    100.5302%
  • Westpac NZD Current Account
    New Zealand Cash and Equivalents AA-
    0.5401%

This information has been sourced from the quarterly data that each KiwiSaver fund has filed with Disclose register Wed Sept. 30th 2020.

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

Target

Actual


Type Target Actual
Cash and Cash Equivalents 0.0% 0.53%
New Zealand Fixed Interest 0.0% 0.0%
International Fixed Interest 100.0% 99.47%
Australasian Equities 0.0% 0.0%
International Equities 0.0% 0.0%
Listed Properties 0.0% 0.0%
Unlisted Properties 0.0% 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 Wed Sept. 30th 2020.

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
    Does this fund say it excludes this?
    Actual holdings
  • Adult Entertainment/Pornography:
    0.00%
  • Alcohol:
    0.34%
  • Animal Testing:
    1.32%
  • Fossil Fuels:
    2.19%
  • Gambling:
    0.04%
  • GMOs:
    0.00%
  • Human Rights & Environmental Violations:
    0.39%
  • Palm Oil:
    0.02%
  • Tobacco:
    0.24%
  • Weapons:
    0.31%

This data is compiled by Mindful Money from the fund information and portfolios that each KiwiSaver fund has filed with the Disclose register to Wed Sept. 30th 2020 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, Sustainalytics 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.

In their own words

"The Global Aggregate Bond Fund invests in international bonds and designed to track the return (before tax fees and other expenses) on the Bloomberg Barclays Global Aggregate Bond Index 100% hedged to the New Zealand dollar."

Value $49k NZD
Period of data report Wed Sept. 30th 2020
Members 7
Fund started Wed July 15th 2020
Total annual fund fees 0.59%
Total performance based fees 0.0%
Manager's basic fee 0.58%
Administration charges 0.01%
Total other charges 30.0
Total other charges currency NZD

Key Personnel

Guy Roulston Elliffe

Currently: Director (4 years, 10 months)
Previously: Corporate Governance Manager - ACC (current position) (5 years, 5 months)

Stuart Kenneth Reginald Millar

Currently: Chief Investment Officer - Smartshares (1 years, 4 months)
Previously: Head of Portfolio Management - ANZ Investments (6 years, 4 months)

Hugh Duncan Stevens

Currently: Chief Executive Officer - Smartshares (2 years, 7 months)
Previously: Chief Operating Officer - Implemented Investment Solutions Ltd (2 years, 6 months)

Alister John Williams

Currently: Director (4 years, 10 months)
Previously: Investment Manager - Trust Management (5 years, 8 months)

This information has been sourced from the quarterly data that each KiwiSaver fund has filed with Disclose register to Wed Sept. 30th 2020.

Downloads

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 invested. 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.