Funds
SuperLife Emerging Markets Fund
Issues of concern
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.
Key:
- Adult Entertainment/Pornography
- Alcohol
- Animal Cruelty
- Fossil Fuels
- Gambling
- GMOs
- Human Rights & Environmental Violations
- Palm Oil
- Tobacco
- Weapons
Companies of concern
Fossil Fuel
- Reliance Industries Ltd. 1.52%
- Petroleo Brasileiro SA 0.84%
- Vale SA 0.81%
- Saudi Arabian Oil Co. 0.42%
- China Shenhua Energy Co. Ltd. 0.20%
- Adani Enterprises Ltd. 0.18%
- China Petroleum & Chemical Corp. 0.18%
- Adani Transmission Ltd. 0.16%
- Petrochina Co. Ltd. 0.15%
- Astra International Tbk Pt 0.14%
- Ntpc Ltd. 0.14%
- Sasol Ltd. 0.14%
- Yankuang Energy Group Co. Ltd. 0.11%
- Taiwan Cement Corp. 0.10%
- Acwa Power Co. 0.09%
- Cez As 0.09%
- Gulf Energy Development Pcl 0.09%
- Hapvida Participacoes E Investimentos S/A 0.09%
- Oil & Natural Gas Corp. Ltd. 0.09%
- Ptt Exploration & Production Pcl 0.09%
- Tenaga Nasional Bhd. 0.09%
- Coal India Ltd. 0.08%
- Saudi Electricity Co. 0.08%
- Adani Power Ltd. 0.07%
- China Longyuan Power Group Corp. Ltd. 0.07%
- Citic Ltd. 0.07%
- Citic Securities Co. Ltd. 0.07%
- Tata Power Co. Ltd. 0.07%
- Bharat Petroleum Corp. Ltd. 0.06%
- Cosan SA 0.06%
- Formosa Petrochemical Corp. 0.06%
- Vedanta Ltd. 0.06%
- Adaro Energy Indonesia Tbk Pt 0.05%
- China Resources Power Holdings Co. Ltd. 0.05%
- Eneva SA 0.05%
- Grupo Financiero Inbursa Sab De Cv 0.05%
- Indian Oil Corp. Ltd. 0.05%
- Petro Rio SA 0.05%
- Qatar Gas Transport Co. Ltd. 0.05%
- United Tractors Tbk Pt 0.05%
- Acc Ltd. 0.04%
- Exxaro Resources Ltd. 0.04%
- Gail India Ltd. 0.04%
- Guangdong Investment Ltd. 0.04%
- Kunlun Energy Co. Ltd. 0.04%
- Misc Bhd. 0.04%
- Novatek Microelectronics Corp. 0.04%
- Ptt Global Chemical Pcl 0.04%
- Qatar Electricity & Water Co. Qsc 0.04%
- Thungela Resources Ltd. 0.04%
- China Coal Energy Co. Ltd. 0.03%
- China Power International Development Ltd. 0.03%
- Cosco Shipping Energy Transportation Co. Ltd. 0.03%
- Enel Americas SA 0.03%
- Enka Insaat Ve Sanayi As 0.03%
- Hindustan Petroleum Corp. Ltd. 0.03%
- Huaneng Power International Inc. 0.03%
- Jindal Steel & Power Ltd. 0.03%
- Mol Hungarian Oil & Gas PLC 0.03%
- Petronas Gas Bhd. 0.03%
- Petronet Lng Ltd. 0.03%
- Ptt Oil & Retail Business Pcl 0.03%
- Turkiye Petrol Rafinerileri As 0.03%
- African Rainbow Minerals Ltd. 0.02%
- Aluminum Corp. Of China Ltd. 0.02%
- Aneka Tambang Tbk 0.02%
- Bukit Asam Tbk Pt 0.02%
- Ecopetrol SA 0.02%
- Edp - Energias Do Brasil SA 0.02%
- Electricity Generating Pcl 0.02%
- Engie Brasil Energia SA 0.02%
- Gcc Sab De Cv 0.02%
- Global Power Synergy Pcl 0.02%
- Gmr Infrastructure Ltd. 0.02%
- Indo Tambangraya Megah Tbk Pt 0.02%
- Inner Mongolia Yitai Coal Co. Ltd. 0.02%
- Jsw Energy Ltd. 0.02%
- Manila Electric Co. 0.02%
- Mytilineos SA 0.02%
- Nmdc Ltd. 0.02%
- OMV Petrom SA 0.02%
- Perusahaan Gas Negara Tbk Pt 0.02%
- Petronas Dagangan Bhd. 0.02%
- Public Power Corp. SA 0.02%
- Qatar Navigation Qsc 0.02%
- Rabigh Refining & Petrochemical Co. 0.02%
- Santos Brasil Participacoes SA 0.02%
- Shaanxi Coal Industry Co. Ltd. 0.02%
- Torrent Power Ltd. 0.02%
Weapons
- Wal-Mart De Mexico Sab De Cv 0.28%
- Larsen & Toubro Ltd. 0.24%
- Bharat Electronics Ltd. 0.06%
- Ashok Leyland Ltd. 0.04%
- Hindustan Aeronautics Ltd. 0.04%
- Larsen & Toubro Infotech Ltd. 0.04%
- Embraer SA 0.02%
- Aselsan Elektronik Sanayi Ve Ticaret As 0.01%
- Avichina Industry & Technology Co. Ltd. 0.01%
Tobacco
- Itc Ltd. 0.19%
- Reinet Investments Sca 0.03%
- Smoore International Holdings Ltd. 0.03%
- Eve Energy Co. Ltd. 0.02%
- Yunnan Energy New Material Co. Ltd. 0.02%
- Gudang Garam Tbk Pt 0.01%
- Rlx Technology Inc. 0.01%
Gambling
- Opap SA 0.04%
- Genting Bhd. 0.03%
- Genting Malaysia Bhd. 0.03%
Alcohol
- Kweichow Moutai Co. Ltd. 0.35%
- Ambev SA 0.20%
- China Resources Beer Holdings Co. Ltd. 0.17%
- Wuliangye Yibin Co. Ltd. 0.10%
- Tsingtao Brewery Co. Ltd. 0.09%
- Luzhou Laojiao Co. Ltd. 0.06%
- United Spirits Ltd. 0.05%
- Shanxi Xinghuacun Fen Wine Factory Co. Ltd. 0.04%
- Anhui Gujing Distillery Co. Ltd. 0.03%
- Jiangsu Yanghe Brewery Joint-Stock Co. Ltd. 0.03%
- Beijing Enterprises Holdings Ltd. 0.02%
- Radico Khaitan Ltd. 0.02%
- United Breweries Ltd. 0.02%
Palm Oil
- Astra International Tbk Pt 0.14%
- Sime Darby Plantation Bhd. 0.05%
- Ioi Corp. Bhd. 0.04%
- Ppb Group Bhd. 0.04%
- Indofood Sukses Makmur Tbk Pt 0.03%
- Kuala Lumpur Kepong Bhd. 0.03%
- Sime Darby Bhd. 0.03%
- Adani Wilmar Ltd. 0.02%
- Ijm Corp. Bhd. 0.02%
- Indofood Cbp Sukses Makmur Tbk Pt 0.02%
- Ql Resources Bhd. 0.02%
Human Rights & Environmental Violations
- Petroleo Brasileiro SA 0.84%
- Vale SA 0.81%
- Li Ning Co. Ltd. 0.27%
- Adani Enterprises Ltd. 0.18%
- Centrais Eletricas Brasileiras SA 0.18%
- China Petroleum & Chemical Corp. 0.18%
- Petrochina Co. Ltd. 0.15%
- Astra International Tbk Pt 0.14%
- Adani Ports & Special Economic Zone Ltd. 0.12%
- Formosa Chemicals & Fibre Corp. 0.12%
- Jbs SA 0.10%
- Upl Ltd. 0.07%
- Evergreen Marine Corp. Taiwan Ltd. 0.06%
- Page Industries Ltd. 0.06%
- Vedanta Ltd. 0.06%
- Pi Industries Ltd. 0.04%
- Atul Ltd. 0.03%
- Genting Bhd. 0.03%
- Kuala Lumpur Kepong Bhd. 0.03%
- Tata Chemicals Ltd. 0.03%
- Bharat Heavy Electricals Ltd. 0.02%
- Coromandel International Ltd. 0.02%
- Hektas Ticaret Tas 0.02%
- Ijm Corp. Bhd. 0.02%
- Nhpc Ltd. 0.02%
- Steel Authority Of India Ltd. 0.02%
- Zte Corp. 0.02%
Animal Cruelty
- Reliance Industries Ltd. 1.52%
- Ping An Insurance Group Co. Of China Ltd. 0.54%
- Hindustan Unilever Ltd. 0.46%
- Asian Paints Ltd. 0.29%
- Itc Ltd. 0.19%
- Nan Ya Plastics Corp. 0.19%
- China Petroleum & Chemical Corp. 0.18%
- Grupo Mexico Sab De Cv 0.17%
- Formosa Plastics Corp. 0.16%
- Sasol Ltd. 0.14%
- Nestle India Ltd. 0.13%
- Formosa Chemicals & Fibre Corp. 0.12%
- Grasim Industries Ltd. 0.12%
- Hindalco Industries Ltd. 0.10%
- Jbs SA 0.10%
- Petronas Chemicals Group Bhd. 0.08%
- Srf Ltd. 0.07%
- Upl Ltd. 0.07%
- Almarai Co. Jsc 0.06%
- Sahara International Petrochemical Co. 0.06%
- Hengan International Group Co. Ltd. 0.05%
- Marico Ltd. 0.05%
- Alfa Sab De Cv 0.04%
- China Feihe Ltd. 0.04%
- Colgate-Palmolive India Ltd. 0.04%
- Pi Industries Ltd. 0.04%
- Ppb Group Bhd. 0.04%
- Ptt Global Chemical Pcl 0.04%
- Wanhua Chemical Group Co. Ltd. 0.04%
- Berger Paints India Ltd. 0.03%
- Deepak Nitrite Ltd. 0.03%
- Gujarat Fluorochemicals Ltd. 0.03%
- Hindustan Petroleum Corp. Ltd. 0.03%
- Kuala Lumpur Kepong Bhd. 0.03%
- Navin Fluorine International Ltd. 0.03%
- Nestle Malaysia Bhd. 0.03%
- Orbia Advance Corp. Sab De Cv 0.03%
- Saudi Industrial Investment Group 0.03%
- Supreme Industries Ltd. 0.03%
- Tata Chemicals Ltd. 0.03%
- Turkiye Sise Ve Cam Fabrikalari As 0.03%
- Ultrapar Participacoes SA 0.03%
- Unilever Indonesia Tbk Pt 0.03%
- Alsea Sab De Cv 0.02%
- Avi Ltd. 0.02%
- China Petrochemical Development Corp. 0.02%
- Coromandel International Ltd. 0.02%
- Dongyue Group Ltd. 0.02%
- Emami Ltd. 0.02%
- Eternal Materials Co. Ltd. 0.02%
- Hektas Ticaret Tas 0.02%
- Inner Mongolia Yili Industrial Group Co. Ltd. 0.02%
- Kimberly-Clark De Mexico Sab De Cv 0.02%
- Taiwan Fertilizer Co. Ltd. 0.02%
- Tongwei Co. Ltd. 0.02%
- Turkiye Is Bankasi As 0.02%
- Win Semiconductors Corp. 0.02%
This data is compiled by Mindful Money from the fund information and portfolios
that each KiwiSaver fund has
filed with the Disclose register to 30th Sept. 2022 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.
Please note that companies may breach more than one of these areas of
concern.
The listing of companies of concern is based on definitions used in Mindful Money's
methodology. These definitions may
be different from the exclusions policy and definitions applied by the fund provider.
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.
About this fund
In their own words
Invests in international shares and is designed to track the return (before tax, fees and other expense) of the FTSE Emerging Markets All Cap China A Inclusion Index.
| Value | $17M NZD |
| Period of data report | 31st Dec. 2022 |
| Members | 2,685 |
| Fund started | 28th Jan. 2011 |
| Total annual fund fees | 0.73% |
| Total performance based fees | 0.0% |
| Manager's basic fee | 0.73% |
| Other management and administration charges | 0.0% |
| Total other charges | 30.0 |
| Total other charges currency | NZD |
Key Personnel
|
Guy Roulston Elliffe |
Currently: Director (7 years, 1 months) |
|
Stuart Kenneth Reginald Millar |
Currently: Chief Investment Officer - Smartshares (3 years, 7 months) |
|
Hugh Duncan Stevens |
Currently: Chief Executive Officer - Smartshares (4 years, 10 months) |
|
Alister John Williams |
Currently: Director (7 years, 1 months) |
This information has been sourced from the quarterly data that each KiwiSaver fund has filed with Disclose register to 31st Dec. 2022.
Investment Exclusions
Does this fund exclude companies that cause deep concern to New Zealanders? The first column shows if the fund has a credible policy to exclude the issue. The second column shows if there are any current investments (source: Mindful Money research).
Note that the fund’s exclusions policy may not be consistent with its portfolio holdings because the fund might be still implementing its policy change or the fund’s exclusion policy and thresholds may be different from the definitions applied by Mindful Money.
| Issue of concern | Does this fund say it excludes this? | Actual holdings |
|---|---|---|
| Adult Entertainment /Pornography | 0.00% | |
| Alcohol | 1.22% | |
| Animal Cruelty | 5.94% | |
| Fossil Fuels | 8.35% | |
| Gambling | 0.10% | |
| GMOs | 0.00% | |
| Human Rights & Environmental Violations | 3.68% | |
| Palm Oil | 0.44% | |
| Tobacco | 0.31% | |
| Weapons | 0.74% |
This data is compiled by Mindful Money from the fund information and portfolios
that each KiwiSaver fund has
filed with the Disclose register to 30th Sept. 2022 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 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. Similarly Mindful Money uses a broader scope for fossil fuels
than the government’s rules for default KiwiSaver funds. The full definitions
used in the Mindful Money analysis are here.
Past Returns
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 |
|---|---|---|
| 2022 | 3.94% | -7.73% |
| 2021 | 36.11% | 32.8% |
| 2020 | -6.34% | -8.82% |
| 2019 | 9.78% | -2.48% |
| 2018 | 6.95% | 12.34% |
| 2017 | 10.40% | 12.41% |
| 2016 | 4.51% | -2.18% |
| 2015 | 15.30% | 16.26% |
| 2014 | 10.31% | -6.57% |
| 2013 | 13.23% | -0.63% |
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 31st Dec. 2022.
Top 10 Investments
-
Vanguard FTSE Emerging Markets ETF
United States International Equities99.63% -
ANZ NZD Current Account
New Zealand Cash and Equivalents AA-0.62%
| Type | Target | Actual |
|---|---|---|
| Cash and Cash Equivalents | 0.0% | 0.242408% |
| New Zealand Fixed Interest | 0.0% | 0.0% |
| International Fixed Interest | 0.0% | 0.0% |
| Australasian Equities | 100.0% | 0.0% |
| International Equities | 0.0% | 99.757592% |
| Listed Properties | 0.0% | 0.0% |
| Unlisted Properties | 0.0% | 0.0% |
| Other | 0.0% | 0.0% |
| Commodities | 0.0% | 0.0% |
Investment Mix
How the money in this fund is invested against the fund's targets.
Target
Actual
This information has been sourced from the quarterly data that each KiwiSaver fund has filed with Disclose register to 31st Dec. 2022.