Supereasy Automatic Fund (Age 20)

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Not Mindful
Type: Aggressive fund
Past Returns: 5.15%

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

Annual Fees: 0.56%

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

Exxon Mobil Corp 0.03%
Chevron Corp 0.03%
Nextera Energy Inc 0.03%
Total Sa 0.02%
Bp Plc 0.02%
Royal Dutch Shell Plc-A Shs 0.01%
Dominion Energy Inc 0.01%
Royal Dutch Shell Plc-B Shs 0.01%
Enbridge Inc 0.01%
BHP Group Ltd 0.01%
American Electric Power Co Inc 0.05%
BHP Group Plc 0.04%
Xcel Energy Inc 0.04%
Conocophillips 0.03%
Wec Energy Group Inc 0.03%
Gazprom Pjsc 0.03%
Lukoil Pjsc 0.03%
Phillips 66 0.03%
Firstenergy Corp 0.03%
Kinder Morgan Inc/De 0.03%
Eni Spa 0.03%
Dte Energy Co 0.02%
Eog Resources Inc 0.02%
Cnooc Ltd 0.02%
Valero Energy Corp 0.02%
Ameren Corp 0.02%
Williams Cos Inc/The 0.02%
Suncor Energy Inc 0.02%
Evergy Inc 0.02%
Engie Sa 0.02%
Marathon Petroleum Corp 0.02%
Anglo American Plc 0.02%
Cms Energy Corp 0.02%
Glencore Plc 0.02%
Rwe Ag 0.02%
Neste Oyj 0.02%
Lyondellbasell Industries Nv 0.01%
China Petroleum & Chemical-H 0.01%
Clp Holdings Ltd 0.01%
Alliant Energy Corp 0.01%
Repsol Sa 0.01%
Canadian Natural Resources Ltd 0.01%
Petrobras - Petroleo Bras-Pr 0.01%
Woodside Petroleum Ltd 0.01%
Tatneft Pao 0.01%
Novatek Pjsc 0.01%
Petrobras - Petroleo Bras 0.01%
Occidental Petroleum Corp 0.01%
Pioneer Natural Resources Co 0.01%

Weapons

Transdigm Group Inc 0.02%
Teledyne Technologies Inc 0.01%
Mitsubishi Heavy Industries Lt 0.01%
Booz Allen Hamilton Holding Co 0.01%

Gambling

Galaxy Entertainment Group Ltd 0.01%
Las Vegas Sands Corp 0.01%
Sands China Ltd 0.01%
Skycity Entertainment Group Lt 0.25%

Alcohol

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

Palm Oil

Posco 0.02%

GMOs

Novartis Ag 0.04%
Bayer Ag 0.01%
Basf Se 0.05%
Dupont De Nemours Inc 0.03%
Nutrien Ltd 0.02%

Human Rights & Environmental Violations

Johnson & Johnson 0.07%
Nestle Sa 0.07%
Chevron Corp 0.03%
Royal Dutch Shell Plc-A Shs 0.01%
Duke Energy Corp 0.01%
Royal Dutch Shell Plc-B Shs 0.01%
Rio Tinto Plc 0.01%
BHP Group Ltd 0.01%
BHP Group Plc 0.04%
Sempra Energy 0.04%
Vale Sa 0.03%
Barrick Gold Corp-Tse 0.03%
Nutrien Ltd 0.02%
Archer-Daniels-Midland Co 0.02%
Mmc Norilsk Nickel Pjsc-Lon 0.02%
Glencore Plc 0.02%
Rio Tinto Ltd 0.02%
Posco 0.01%

Animal Testing

Johnson & Johnson 0.070%
Nestle Sa 0.070%
Procter & Gamble Co/The 0.060%
Coca-Cola Co/The 0.040%
Pepsico Inc 0.040%
Chevron Corp 0.030%
Lvmh Moet Hennessy Louis Vuitt 0.020%
Glaxosmithkline Plc 0.020%
Unilever Nv 0.020%
Royal Dutch Shell Plc-A Shs 0.010%
L'Oreal Sa 0.010%
Air Liquide Sa 0.010%
Royal Dutch Shell Plc-B Shs 0.010%
Bayer Ag 0.010%
Unilever Plc 0.010%
Reckitt Benckiser Group Plc 0.010%
Colgate-Palmolive Co 0.010%
Air Products & Chemicals Inc 0.050%
Kimberly-Clark Corp 0.050%
Ecolab Inc 0.050%
Basf Se 0.050%
Estee Lauder Cos Inc/The 0.040%
Danone Sa 0.040%
Walgreens Boots Alliance Inc 0.040%
General Mills Inc 0.040%
Tesco Plc 0.030%
Givaudan Sa 0.030%
Shiseido Co Ltd 0.020%
Ppg Industries Inc 0.020%
Koninklijke Dsm Nv 0.020%
Clorox Co/The 0.020%
Archer-Daniels-Midland Co 0.020%
Kraft Heinz Co/The 0.020%
Akzo Nobel Nv 0.020%
Henkel Ag & Co Kgaa Vorzug 0.020%
Church & Dwight Co Inc 0.020%
Symrise Ag 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 Tue March 31st 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 and research organisations.

A summary of this fund and its details.

Number FND203
Name Supereasy Automatic Fund (Age 20)
Risk profile Aggressive fund
Description The Automatic Fund is a life cycle investment option. Its objective is to achieve the optimum long term outcome by accepting a higher investment risk and return volatility in the early stages of a member’s working life as a trade-off for potentially higher returns
Value $200k NZD
Members 116
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.
Period of data report Tue March 31st 2020
Fund started Sun July 1st 2007
Three-year average return 5.15%
Market index past year return -1.33%
Past year return net of charges and tax -3.18%
Past year return net of charges gross of tax -2.73%
Market index return since fund started %
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

Key Personnel

  • Basil Morrison

    Currently: LGST Chairman (8 years, 10 months)
    Previously: (None years, None months)

  • Basil Morrison

    Currently: LGST Chairman (8 years, 10 months)
    Previously: (None years, None months)

  • Basil Morrison

    Currently: LGST Chairman (8 years, 10 months)
    Previously: (None years, None months)

  • Basil Morrison

    Currently: LGST Chairman (8 years, 10 months)
    Previously: (None years, None months)

  • Basil Morrison

    Currently: LGST Chairman (8 years, 10 months)
    Previously: (None years, None months)

  • Basil Morrison

    Currently: LGST Chairman (8 years, 10 months)
    Previously: (None years, None months)

  • Basil Morrison

    Currently: LGST Chairman (8 years, 10 months)
    Previously: (None years, None months)

  • Chathuri Mendis

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

  • Chathuri Mendis

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

  • Chathuri Mendis

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

  • Chathuri Mendis

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

  • Chathuri Mendis

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

  • Chathuri Mendis

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

  • Chathuri Mendis

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

  • Glenn Watkin

    Currently: Chief Financial Officer (Civic Financial Services) (1 years, 2 months)
    Previously: Investment Accountant (Civic Financial Services) (6 years, 5 months)

  • Glenn Watkin

    Currently: Chief Financial Officer (Civic Financial Services) (1 years, 2 months)
    Previously: Investment Accountant (Civic Financial Services) (6 years, 5 months)

  • Glenn Watkin

    Currently: Chief Financial Officer (Civic Financial Services) (1 years, 2 months)
    Previously: Investment Accountant (Civic Financial Services) (6 years, 5 months)

  • Glenn Watkin

    Currently: Chief Financial Officer (Civic Financial Services) (1 years, 2 months)
    Previously: Investment Accountant (Civic Financial Services) (6 years, 5 months)

  • Glenn Watkin

    Currently: Chief Financial Officer (Civic Financial Services) (1 years, 2 months)
    Previously: Investment Accountant (Civic Financial Services) (6 years, 5 months)

  • Glenn Watkin

    Currently: Chief Financial Officer (Civic Financial Services) (1 years, 2 months)
    Previously: Investment Accountant (Civic Financial Services) (6 years, 5 months)

  • Glenn Watkin

    Currently: Chief Financial Officer (Civic Financial Services) (1 years, 2 months)
    Previously: Investment Accountant (Civic Financial Services) (6 years, 5 months)

  • Graeme Mitchell

    Currently: Licensed Independent Trustee (7 years, 7 months)
    Previously: (None years, None months)

  • Graeme Mitchell

    Currently: Licensed Independent Trustee (7 years, 7 months)
    Previously: (None years, None months)

  • Graeme Mitchell

    Currently: Licensed Independent Trustee (7 years, 7 months)
    Previously: (None years, None months)

  • Graeme Mitchell

    Currently: Licensed Independent Trustee (7 years, 7 months)
    Previously: (None years, None months)

  • Graeme Mitchell

    Currently: Licensed Independent Trustee (7 years, 7 months)
    Previously: (None years, None months)

  • Graeme Mitchell

    Currently: Licensed Independent Trustee (7 years, 7 months)
    Previously: (None years, None months)

  • Graeme Mitchell

    Currently: Licensed Independent Trustee (7 years, 7 months)
    Previously: (None years, None months)

  • Ian Brown

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

  • Ian Brown

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

  • Ian Brown

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

  • Ian Brown

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

  • Ian Brown

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

  • Ian Brown

    Currently: Chief Executive Officer (Civic Financial Services) (2 years, 1 months)
    Previously: Superannuation Mgr (Civic Financial Services) (12 years, 3 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 Tue March 31st 2020.

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
2020 -7.41% -3.18%
2019 10.11% 10.38%
2018 6.68% 8.25%
2017 11.18% 9.27%
2016 4.51% 4.01%
2015 15.30% 19.22%
2014 10.31% 13.59%
2013 13.23% 10.34%
2012 -5.15% -4.95%
2011 7.61% 4.66%

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 Tue March 31st 2020.

Showing the top 10 investments for this fund:

  • AMP Global Index Shares - Nwin
    New Zealand International Equities
    49.41%
  • AMP NZ Shares Index Fund - Aif Pe
    New Zealand Australasian Equities
    19.91%
  • AMP Australasian Property Fund - Aifp
    New Zealand Listed Property
    9.9%
  • AMP Hedged Global Index Shares - Aif Hpi
    New Zealand International Equities
    8.71%
  • AMP SRI Global - Aifr
    New Zealand International Equities
    6.53%
  • ANZ Wholesale Cash Fund
    New Zealand Cash and Cash Equivalents
    2.45%
  • AMP Hedged Global Fixed Interest Fund - Aif Pq
    New Zealand International Fixed Interest
    2.07%
  • ANZ Sovereign Bond Fund
    New Zealand New Zealand Fixed Interest
    0.52%
  • ANZ High Grade Bond Fund
    New Zealand New Zealand Fixed Interest
    0.51%

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

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

Target

Actual


Type Target Actual
Cash and Cash Equivalents 2.0% 2.45%
New Zealand Fixed Interest 1.0% 1.03%
International Fixed Interest 2.0% 2.07%
Australasian Equities 20.0% 19.91%
International Equities 65.0% 64.65%
Listed Properties 10.0% 9.9%
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 30 June 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:
    0.60%
  • Animal Testing:
    4.12%
  • Fossil Fuels:
    2.84%
  • Gambling:
    0.38%
  • GMOs:
    0.48%
  • Human Rights & Environmental Violations:
    1.97%
  • Palm Oil:
    0.07%
  • Tobacco:
    0.00%
  • Weapons:
    0.10%

This data is compiled by Mindful Money from the fund information and portfolios that each KiwiSaver fund has filed with the Disclose register to Tue March 31st 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 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 Automatic Fund is a life cycle investment option. Its objective is to achieve the optimum long term outcome by accepting a higher investment risk and return volatility in the early stages of a member’s working life as a trade-off for potentially higher returns"

Download the fund's disclosure statement and portfolio holdings.

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