Supereasy Automatic Fund (Age 40)

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Not Mindful
Type: Growth fund
Past Returns: 4.16%

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

Annual Fees: 0.55%

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

Ameren Corp 0.01%
American Electric Power Co Inc 0.03%
Anglo American PLC 0.01%
BHP Group Ltd 0.05%
BHP Group PLC 0.02%
BP PLC 0.08%
Chevron Corp 0.14%
Cms Energy Corp 0.01%
Cnooc Ltd 0.02%
Conocophillips 0.02%
Dominion Energy Inc 0.06%
Dte Energy Co 0.02%
Enbridge Inc 0.05%
Engie SA 0.01%
Eni Spa 0.02%
Eog Resources Inc 0.02%
Evergy Inc 0.01%
Exxon Mobil Corp 0.16%
Firstenergy Corp 0.02%
Gazprom PJSC 0.02%
Glencore PLC 0.01%
Kinder Morgan Inc/De 0.02%
Lukoil PJSC 0.02%
Marathon Petroleum Corp 0.01%
Neste Oyj 0.01%
Nextera Energy Inc 0.12%
Phillips 66 0.02%
Royal Dutch Shell PLC-A Shs 0.07%
Royal Dutch Shell PLC-B Shs 0.05%
Rwe AG 0.01%
Shell International Finance Bv - 24/03/2021 0.01%
Suncor Energy Inc 0.01%
Total SA 0.09%
Valero Energy Corp 0.02%
Wec Energy Group Inc 0.02%
Williams Cos Inc/The 0.01%
Xcel Energy Inc 0.02%

Weapons

Transdigm Group Inc 0.01%

Gambling

Skycity Entertainment Group Lt 0.22%

Alcohol

Anheuser-Busch Inbev SA/Nv 0.03%
Brown-Forman Corp 0.01%
Constellation Brands Inc 0.02%
Diageo PLC 0.07%
Heineken Nv 0.01%
Kirin Holdings Co Ltd 0.01%
LVMH Moet Hennessy Louis Vuitt 0.10%
Pernod Ricard SA 0.02%

Palm Oil

Posco 0.01%

GMOs

Basf Se 0.04%
Bayer AG 0.05%
Dupont De Nemours Inc 0.02%
Novartis AG 0.17%
Nutrien Ltd 0.02%

Human Rights & Environmental Violations

Archer-Daniels-Midland Co 0.01%
Barrick Gold Corp-Tse 0.02%
BHP Group Ltd 0.05%
BHP Group PLC 0.02%
Chevron Corp 0.14%
Duke Energy Corp 0.06%
Glencore PLC 0.01%
Johnson & Johnson 0.34%
Mmc Norilsk Nickel PJSC-Lon 0.01%
Nestle SA 0.31%
Nutrien Ltd 0.02%
Rio Tinto Ltd 0.01%
Rio Tinto PLC 0.05%
Royal Dutch Shell PLC-A Shs 0.07%
Royal Dutch Shell PLC-B Shs 0.05%
Sempra Energy 0.02%
Shell International Finance Bv - 24/03/2021 0.01%
Vale SA 0.02%

Animal Testing

Air Liquide SA 0.050%
Air Products & Chemicals Inc 0.040%
Akzo Nobel Nv 0.010%
Archer-Daniels-Midland Co 0.010%
Basf Se 0.040%
Bayer AG 0.050%
Chevron Corp 0.140%
Church & Dwight Co Inc 0.010%
Clorox Co/The 0.020%
Coca-Cola Co/The 0.170%
Colgate-Palmolive Co 0.050%
Danone SA 0.030%
Ecolab Inc 0.040%
Estee Lauder Cos Inc/The 0.030%
General Mills Inc 0.020%
Givaudan SA 0.020%
Glaxosmithkline PLC 0.090%
Henkel AG & Co Kgaa Vorzug 0.010%
Johnson & Johnson 0.340%
Kimberly-Clark Corp 0.040%
Koninklijke Dsm Nv 0.020%
Kraft Heinz Co/The 0.010%
L'Oreal SA 0.070%
LVMH Moet Hennessy Louis Vuitt 0.100%
Nestle SA 0.310%
Pepsico Inc 0.170%
Pepsico Inc - 15/10/2027 0.010%
PPG Industries Inc 0.020%
Procter & Gamble Co/The 0.290%
Reckitt Benckiser Group PLC 0.050%
Royal Dutch Shell PLC-A Shs 0.070%
Royal Dutch Shell PLC-B Shs 0.050%
Shell International Finance Bv - 24/03/2021 0.010%
Shiseido Co Ltd 0.020%
Tesco PLC 0.020%
Unilever Nv 0.080%
Unilever PLC 0.050%
Walgreens Boots Alliance Inc 0.020%

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.

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 -3.47% -3.28%
2019 6.87% 9.15%
2018 7.63% 6.6%
2017 8.87% 7.12%
2016 3.62% 4.13%
2015 13.73% 16.31%
2014 8.43% 9.69%
2013 12.00% 9.46%
2012 -1.50% -2.54%
2011 6.13% 5.08%

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
    31.16%
  • AMP NZ Shares Index Fund - Aif Pe
    New Zealand Australasian Equities
    17.49%
  • AMP Australasian Property Fund - Aifp
    New Zealand Listed Property
    12.45%
  • AMP Hedged Global Fixed Interest Fund - Aif Pq
    New Zealand International Fixed Interest
    11.92%
  • AMP Hedged Global Index Shares - Aif Hpi
    New Zealand International Equities
    9.48%
  • ANZ Wholesale Cash Fund
    New Zealand Cash and Cash Equivalents
    5.0%
  • AMP SRI Global - Aifr
    New Zealand International Equities
    4.57%
  • ANZ High Grade Bond Fund
    New Zealand New Zealand Fixed Interest
    3.97%
  • ANZ Sovereign Bond Fund
    New Zealand New Zealand Fixed Interest
    3.97%

This information has been sourced from the quarterly data that each KiwiSaver fund has filed with Disclose register Tue March 31st 2020.

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

Target

Actual


Type Target Actual
Cash and Cash Equivalents 5.0% 5.0%
New Zealand Fixed Interest 8.0% 7.94%
International Fixed Interest 12.0% 11.92%
Australasian Equities 17.5% 17.49%
International Equities 45.0% 45.21%
Listed Properties 12.5% 12.45%
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 Tue March 31st 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:
    0.46%
  • Animal Testing:
    2.99%
  • Fossil Fuels:
    2.16%
  • Gambling:
    0.31%
  • GMOs:
    0.35%
  • Human Rights & Environmental Violations:
    1.42%
  • Palm Oil:
    0.05%
  • Tobacco:
    0.00%
  • Weapons:
    0.08%

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"

Value $3.7M NZD
Period of data report Tue March 31st 2020
Members 173
Fund started Sun July 1st 2007
Total annual fund fees 0.55%
Total performance based fees 0.0%
Manager's basic fee 0.5%
Administration charges 0.05%
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)

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)

Glenn Watkin

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

Chathuri Mendis

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

This information has been sourced from the quarterly data that each KiwiSaver fund has filed with Disclose register to Tue March 31st 2020.

Downloads

Download the fund's disclosure statement and portfolio holdings.

Latest news

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.