SuperLife Overseas Shares Fund

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Not Mindful
Type: Aggressive fund
Past Returns: 4.53%

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

Annual Fees: 0.58%

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 Corporation 0.01%
Chevron Corporation 0.15%
Nextera Energy, Inc. 0.11%
Dominion Energy Inc 0.06%
Conocophillips 0.04%
American Electric Power Company, Inc. 0.04%
Phillips 66 0.03%
Xcel Energy Inc. 0.03%
Kinder Morgan Inc Class P 0.03%
Eog Resources, Inc. 0.03%
Wec Energy Group Inc 0.07%
Valero Energy Corporation 0.02%
Williams Companies, Inc. 0.02%
Firstenergy Corp. 0.06%
Marathon Petroleum Corporation 0.02%
Dte Energy Company 0.05%
Ameren Corporation 0.04%
Cms Energy Corporation 0.04%
Lyondellbasell Industries Nv 0.01%
Pioneer Natural Resources Company 0.02%
Oneok, Inc. 0.04%
Evergy, Inc. 0.03%
Hess Corporation 0.03%
Alliant Energy Corp 0.03%
Occidental Petroleum Corporation 0.01%
Concho Resources Inc. 0.03%
Nrg Energy, Inc. 0.01%
Total Sa 0.24%
Bp P.L.C. 0.20%
Royal Dutch Shell Plc Class B 0.15%
Royal Dutch Shell Plc Class A 0.03%
BHP Group Plc 0.11%
Anglo American Plc 0.07%
Eni S.P.A. 0.06%
Glencore Plc 0.05%
Engie Sa 0.05%
Rwe Ag 0.05%
Neste Corporation 0.04%
Equinor Asa 0.04%
Repsol Sa 0.03%
Snam S.P.A. 0.03%
Galp Energia Sgps Sa Class B 0.02%
Enagas Sa 0.01%
Polski Koncern Naftowy Orlen S.A. 0.01%
Omv Ag 0.01%
Rubis Sca 0.01%
Suez Sa 0.01%
BHP Group Ltd 0.17%
Clp Holdings Limited 0.04%
Woodside Petroleum Ltd 0.04%
Jxtg Holdings. Inc. 0.03%
Apa Group 0.02%
Marubeni Corporation 0.02%
Agl Energy Limited 0.02%
Origin Energy Limited 0.02%
Inpex Corporation 0.02%
Santos Limited 0.02%
South32 Ltd. 0.02%
Sk Innovation Co., Ltd 0.01%
Idemitsu Kosan Co., Ltd. 0.01%
Korea Electric Power Corporation 0.01%
Cheniere Energy, Inc. 0.03%
Aes Corporation 0.02%
Diamondback Energy, Inc. 0.02%
Hollyfrontier Corporation 0.01%
Marathon Oil Corporation 0.01%
Noble Energy, Inc. 0.01%
Targa Resources Corp. 0.01%
Apache Corporation 0.01%
Cabot Oil & Gas Corporation 0.01%
Devon Energy Corporation 0.01%
Idacorp, Inc. 0.01%

Weapons

Honeywell International Inc. 0.09%
Lockheed Martin Corporation 0.01%
Raytheon Technologies Corporation 0.08%
Boeing Company 0.01%
Northrop Grumman Corporation 0.04%
L3Harris Technologies Inc 0.04%
General Dynamics Corporation 0.03%
Transdigm Group Incorporated 0.05%
Leidos Holdings, Inc. 0.03%
Jacobs Engineering Group Inc. 0.03%
Airbus Se 0.09%
Safran S.A. 0.08%
Bae Systems Plc 0.05%
Thales Sa 0.02%
Rolls-Royce Holdings Plc 0.02%
Mitsubishi Heavy Industries, Ltd. 0.02%
Huntington Ingalls Industries, Inc. 0.02%
Textron Inc. 0.02%
Heico Corporation Class A 0.02%
Teledyne Technologies Incorporated 0.03%
Booz Allen Hamilton Holding Corporation Class A 0.03%
Caci International Inc Class A 0.01%
Bwx Technologies, Inc. 0.01%
Aecom 0.01%
Science Applications International Corp. 0.01%
Mercury Systems, Inc. 0.01%
Oshkosh Corp 0.01%
Axon Enterprise Inc 0.01%
Curtiss-Wright Corporation 0.01%

Tobacco

Philip Morris International Inc. 0.10%
Altria Group Inc 0.06%
British American Tobacco P.L.C. 0.23%
Imperial Brands Plc 0.04%
Swedish Match Ab 0.03%
Japan Tobacco Inc. 0.06%

Gambling

Las Vegas Sands Corp. 0.02%
Evolution Gaming Group Ab 0.02%
Gvc Holdings Plc 0.01%
Galaxy Entertainment Group Limited 0.04%
Aristocrat Leisure Limited 0.03%
Sands China Ltd. 0.02%
Mgm Resorts International 0.02%
Wynn Resorts, Limited 0.02%
Caesars Entertainment Corporation 0.01%
Churchill Downs Incorporated 0.01%

Alcohol

Altria Group Inc 0.07%
Constellation Brands, Inc. Class A 0.01%
Brown-Forman Corporation Class B 0.01%
Lvmh Moet Hennessy Louis Vuitton Se 0.27%
Diageo Plc 0.21%
Anheuser-Busch Inbev Sa/Nv 0.09%
Pernod Ricard Sa 0.09%
Heineken Nv 0.06%
Carlsberg A/S Class B 0.04%
Heineken Holding N.V. 0.02%
Davide Campari-Milano S.P.A. 0.01%
Kirin Holdings Company, Limited 0.04%
Asahi Group Holdings,Ltd. 0.03%
Treasury Wine Estates Limited 0.01%
Boston Beer Company, Inc. Class A 0.01%

Palm Oil

Posco 0.02%
Wilmar International Limited 0.01%

GMOs

Dupont De Nemours, Inc. 0.03%
Novartis Ag 0.48%
Bayer Ag 0.18%
Basf Se 0.13%
Novozymes A/S Class B 0.03%
Stora Enso Oyj Class R 0.02%
Japan Tobacco Inc. 0.05%
Scotts Miracle-Gro Company Class A 0.02%

Human Rights & Environmental Violations

Johnson & Johnson 0.02%
Chevron Corporation 0.15%
Duke Energy Corporation 0.05%
Sempra Energy 0.03%
Archer-Daniels-Midland Company 0.02%
Freeport-Mcmoran, Inc. 0.03%
Nestle S.A. 0.02%
Rio Tinto Plc 0.16%
Royal Dutch Shell Plc Class B 0.15%
Royal Dutch Shell Plc Class A 0.03%
BHP Group Plc 0.11%
Glencore Plc 0.05%
BHP Group Ltd 0.17%
Rio Tinto Limited 0.06%
Posco 0.02%
Wilmar International Limited 0.01%
Tokyo Electric Power Company Holdings, Incorporated 0.01%
Bunge Limited 0.01%

Animal Testing

Johnson & Johnson 0.020%
Procter & Gamble Company 0.020%
Pepsico, Inc. 0.160%
Coca-Cola Company 0.160%
Chevron Corporation 0.150%
Philip Morris International Inc. 0.100%
Honeywell International Inc. 0.090%
Altria Group Inc 0.060%
Colgate-Palmolive Company 0.010%
Ecolab Inc. 0.060%
Air Products and Chemicals, Inc. 0.050%
Kimberly-Clark Corporation 0.040%
Estee Lauder Companies Inc. Class A 0.050%
General Mills, Inc. 0.030%
Walgreens Boots Alliance Inc 0.030%
Clorox Company 0.060%
Ppg Industries, Inc. 0.020%
Archer-Daniels-Midland Company 0.020%
Kraft Heinz Company 0.020%
Church & Dwight Co., Inc. 0.050%
Fmc Corporation 0.030%
International Flavors & Fragrances Inc. 0.030%
Nestle S.A. 0.020%
Lvmh Moet Hennessy Louis Vuitton Se 0.270%
Glaxosmithkline Plc 0.260%
British American Tobacco P.L.C. 0.230%
Unilever Nv 0.180%
Bayer Ag 0.170%
Unilever Plc 0.150%
Royal Dutch Shell Plc Class B 0.150%
Reckitt Benckiser Group Plc 0.150%
Royal Dutch Shell Plc Class A 0.030%
Basf Se 0.130%
L'Oreal Sa Temp 0.120%
Air Liquide Sa Temp 0.030%
Danone Sa 0.110%
Givaudan Sa 0.090%
Tesco Plc 0.070%
L'Oreal Sa 0.060%
Koninklijke Dsm N.V. 0.060%
Imperial Brands Plc 0.040%
Henkel Ag & Co. Kgaa Pref 0.040%
Akzo Nobel N.V. 0.040%
Symrise Ag 0.040%
Novozymes A/S Class B 0.030%
Beiersdorf Ag 0.030%
Chr. Hansen Holding A/S 0.030%
Air Liquide Sa 0.020%
Croda International Plc 0.020%
Associated British Foods Plc 0.020%
Svenska Cellulosa Aktiebolaget Class B 0.020%
Burberry Group Plc 0.020%
Henkel Ag & Co. Kgaa 0.020%
Arkema Sa 0.020%
Solvay Sa 0.010%
Johnson Matthey Plc 0.010%
Coca-Cola Hbc Ag 0.010%
Evonik Industries Ag 0.010%
Lanxess Ag 0.010%
Jeronimo Martins Sgps Sa 0.010%
Shiseido Company,Limited 0.060%
Kikkoman Corporation 0.020%
Sumitomo Chemical Co., Ltd. 0.010%
Orica Limited 0.010%
Albemarle Corporation 0.020%
Cabot Oil & Gas Corporation 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 June 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 and research organisations.

A summary of this fund and its details.

Number FND2475
Name SuperLife Overseas Shares Fund
Risk profile Aggressive fund
Description Invests in international shares and designed to reflect the return (before tax, fees and other expenses) on the international share markets of developed economies.
Value $21M NZD
Members 2,313
Market index description FTSE Developed All-Cap Index (converted to the New Zealand dollar)
Period of data report Tue June 30th 2020
Fund started Wed Oct. 24th 2007
Three-year average return 4.53%
Market index past year return 6.50%
Past year return net of charges and tax 1.89%
Past year return net of charges gross of tax 3.43%
Market index return since fund started 10.95%
Return since fund started net 8.56%
Total annual fund fees 0.58%
Total performance based fees 0.0%
Manager's basic fee 0.47%
Administration charges 0.11%
Total other charges 30.0
Total other charges currency NZD

Key Personnel

  • Alister John Williams

    Currently: Director (4 years, 7 months)
    Previously: Investment Manager - Trust Management (5 years, 5 months)

  • Alister John Williams

    Currently: Director (4 years, 7 months)
    Previously: Investment Manager - Trust Management (5 years, 5 months)

  • Alister John Williams

    Currently: Director (4 years, 7 months)
    Previously: Investment Manager - Trust Management (5 years, 5 months)

  • Alister John Williams

    Currently: Director (4 years, 7 months)
    Previously: Investment Manager - Trust Management (5 years, 5 months)

  • Alister John Williams

    Currently: Director (4 years, 7 months)
    Previously: Investment Manager - Trust Management (5 years, 5 months)

  • Alister John Williams

    Currently: Director (4 years, 7 months)
    Previously: Investment Manager - Trust Management (5 years, 5 months)

  • Alister John Williams

    Currently: Director (4 years, 7 months)
    Previously: Investment Manager - Trust Management (5 years, 5 months)

  • Alister John Williams

    Currently: Director (4 years, 7 months)
    Previously: Investment Manager - Trust Management (5 years, 5 months)

  • Alister John Williams

    Currently: Director (4 years, 7 months)
    Previously: Investment Manager - Trust Management (5 years, 5 months)

  • Alister John Williams

    Currently: Director (4 years, 7 months)
    Previously: Investment Manager - Trust Management (5 years, 5 months)

  • Alister John Williams

    Currently: Director (4 years, 7 months)
    Previously: Investment Manager - Trust Management (5 years, 5 months)

  • Alister John Williams

    Currently: Director (4 years, 7 months)
    Previously: Investment Manager - Trust Management (5 years, 5 months)

  • Alister John Williams

    Currently: Director (4 years, 7 months)
    Previously: Investment Manager - Trust Management (5 years, 5 months)

  • Alister John Williams

    Currently: Director (4 years, 7 months)
    Previously: Investment Manager - Trust Management (5 years, 5 months)

  • Alister John Williams

    Currently: Director (4 years, 7 months)
    Previously: Investment Manager - Trust Management (5 years, 5 months)

  • Alister John Williams

    Currently: Director (4 years, 7 months)
    Previously: Investment Manager - Trust Management (5 years, 5 months)

  • Alister John Williams

    Currently: Director (4 years, 7 months)
    Previously: Investment Manager - Trust Management (5 years, 5 months)

  • Alister John Williams

    Currently: Director (4 years, 7 months)
    Previously: Investment Manager - Trust Management (5 years, 5 months)

  • Alister John Williams

    Currently: Director (4 years, 7 months)
    Previously: Investment Manager - Trust Management (5 years, 5 months)

  • Alister John Williams

    Currently: Director (4 years, 7 months)
    Previously: Investment Manager - Trust Management (5 years, 5 months)

  • Alister John Williams

    Currently: Director (4 years, 7 months)
    Previously: Investment Manager - Trust Management (5 years, 5 months)

  • Alister John Williams

    Currently: Director (4 years, 7 months)
    Previously: Investment Manager - Trust Management (5 years, 5 months)

  • Alister John Williams

    Currently: Director (4 years, 7 months)
    Previously: Investment Manager - Trust Management (5 years, 5 months)

  • Alister John Williams

    Currently: Director (4 years, 7 months)
    Previously: Investment Manager - Trust Management (5 years, 5 months)

  • Alister John Williams

    Currently: Director (4 years, 7 months)
    Previously: Investment Manager - Trust Management (5 years, 5 months)

  • Alister John Williams

    Currently: Director (4 years, 7 months)
    Previously: Investment Manager - Trust Management (5 years, 5 months)

  • Alister John Williams

    Currently: Director (4 years, 7 months)
    Previously: Investment Manager - Trust Management (5 years, 5 months)

  • Alister John Williams

    Currently: Director (4 years, 7 months)
    Previously: Investment Manager - Trust Management (5 years, 5 months)

  • Alister John Williams

    Currently: Director (4 years, 7 months)
    Previously: Investment Manager - Trust Management (5 years, 5 months)

  • Alister John Williams

    Currently: Director (4 years, 7 months)
    Previously: Investment Manager - Trust Management (5 years, 5 months)

  • Alister John Williams

    Currently: Director (4 years, 7 months)
    Previously: Investment Manager - Trust Management (5 years, 5 months)

  • Alister John Williams

    Currently: Director (4 years, 7 months)
    Previously: Investment Manager - Trust Management (5 years, 5 months)

  • Alister John Williams

    Currently: Director (4 years, 7 months)
    Previously: Investment Manager - Trust Management (5 years, 5 months)

  • Alister John Williams

    Currently: Director (4 years, 7 months)
    Previously: Investment Manager - Trust Management (5 years, 5 months)

  • Alister John Williams

    Currently: Director (4 years, 7 months)
    Previously: Investment Manager - Trust Management (5 years, 5 months)

  • Alister John Williams

    Currently: Director (4 years, 7 months)
    Previously: Investment Manager - Trust Management (5 years, 5 months)

  • Alister John Williams

    Currently: Director (4 years, 7 months)
    Previously: Investment Manager - Trust Management (5 years, 5 months)

  • Alister John Williams

    Currently: Director (4 years, 7 months)
    Previously: Investment Manager - Trust Management (5 years, 5 months)

  • Alister John Williams

    Currently: Director (4 years, 7 months)
    Previously: Investment Manager - Trust Management (5 years, 5 months)

  • Alister John Williams

    Currently: Director (4 years, 7 months)
    Previously: Investment Manager - Trust Management (5 years, 5 months)

  • Alister John Williams

    Currently: Director (4 years, 7 months)
    Previously: Investment Manager - Trust Management (5 years, 5 months)

  • Alister John Williams

    Currently: Director (4 years, 7 months)
    Previously: Investment Manager - Trust Management (5 years, 5 months)

  • Alister John Williams

    Currently: Director (4 years, 7 months)
    Previously: Investment Manager - Trust Management (5 years, 5 months)

  • Guy Roulston Elliffe

    Currently: Director (4 years, 7 months)
    Previously: Corporate Governance Manager - ACC (current position) (5 years, 2 months)

  • Guy Roulston Elliffe

    Currently: Director (4 years, 7 months)
    Previously: Corporate Governance Manager - ACC (current position) (5 years, 2 months)

  • Guy Roulston Elliffe

    Currently: Director (4 years, 7 months)
    Previously: Corporate Governance Manager - ACC (current position) (5 years, 2 months)

  • Guy Roulston Elliffe

    Currently: Director (4 years, 7 months)
    Previously: Corporate Governance Manager - ACC (current position) (5 years, 2 months)

  • Guy Roulston Elliffe

    Currently: Director (4 years, 7 months)
    Previously: Corporate Governance Manager - ACC (current position) (5 years, 2 months)

  • Guy Roulston Elliffe

    Currently: Director (4 years, 7 months)
    Previously: Corporate Governance Manager - ACC (current position) (5 years, 2 months)

  • Guy Roulston Elliffe

    Currently: Director (4 years, 7 months)
    Previously: Corporate Governance Manager - ACC (current position) (5 years, 2 months)

  • Guy Roulston Elliffe

    Currently: Director (4 years, 7 months)
    Previously: Corporate Governance Manager - ACC (current position) (5 years, 2 months)

  • Guy Roulston Elliffe

    Currently: Director (4 years, 7 months)
    Previously: Corporate Governance Manager - ACC (current position) (5 years, 2 months)

  • Guy Roulston Elliffe

    Currently: Director (4 years, 7 months)
    Previously: Corporate Governance Manager - ACC (current position) (5 years, 2 months)

  • Guy Roulston Elliffe

    Currently: Director (4 years, 7 months)
    Previously: Corporate Governance Manager - ACC (current position) (5 years, 2 months)

  • Guy Roulston Elliffe

    Currently: Director (4 years, 7 months)
    Previously: Corporate Governance Manager - ACC (current position) (5 years, 2 months)

  • Guy Roulston Elliffe

    Currently: Director (4 years, 7 months)
    Previously: Corporate Governance Manager - ACC (current position) (5 years, 2 months)

  • Guy Roulston Elliffe

    Currently: Director (4 years, 7 months)
    Previously: Corporate Governance Manager - ACC (current position) (5 years, 2 months)

  • Guy Roulston Elliffe

    Currently: Director (4 years, 7 months)
    Previously: Corporate Governance Manager - ACC (current position) (5 years, 2 months)

  • Guy Roulston Elliffe

    Currently: Director (4 years, 7 months)
    Previously: Corporate Governance Manager - ACC (current position) (5 years, 2 months)

  • Guy Roulston Elliffe

    Currently: Director (4 years, 7 months)
    Previously: Corporate Governance Manager - ACC (current position) (5 years, 2 months)

  • Guy Roulston Elliffe

    Currently: Director (4 years, 7 months)
    Previously: Corporate Governance Manager - ACC (current position) (5 years, 2 months)

  • Guy Roulston Elliffe

    Currently: Director (4 years, 7 months)
    Previously: Corporate Governance Manager - ACC (current position) (5 years, 2 months)

  • Guy Roulston Elliffe

    Currently: Director (4 years, 7 months)
    Previously: Corporate Governance Manager - ACC (current position) (5 years, 2 months)

  • Guy Roulston Elliffe

    Currently: Director (4 years, 7 months)
    Previously: Corporate Governance Manager - ACC (current position) (5 years, 2 months)

  • Guy Roulston Elliffe

    Currently: Director (4 years, 7 months)
    Previously: Corporate Governance Manager - ACC (current position) (5 years, 2 months)

  • Guy Roulston Elliffe

    Currently: Director (4 years, 7 months)
    Previously: Corporate Governance Manager - ACC (current position) (5 years, 2 months)

  • Guy Roulston Elliffe

    Currently: Director (4 years, 7 months)
    Previously: Corporate Governance Manager - ACC (current position) (5 years, 2 months)

  • Guy Roulston Elliffe

    Currently: Director (4 years, 7 months)
    Previously: Corporate Governance Manager - ACC (current position) (5 years, 2 months)

  • Guy Roulston Elliffe

    Currently: Director (4 years, 7 months)
    Previously: Corporate Governance Manager - ACC (current position) (5 years, 2 months)

  • Guy Roulston Elliffe

    Currently: Director (4 years, 7 months)
    Previously: Corporate Governance Manager - ACC (current position) (5 years, 2 months)

  • Guy Roulston Elliffe

    Currently: Director (4 years, 7 months)
    Previously: Corporate Governance Manager - ACC (current position) (5 years, 2 months)

  • Guy Roulston Elliffe

    Currently: Director (4 years, 7 months)
    Previously: Corporate Governance Manager - ACC (current position) (5 years, 2 months)

  • Guy Roulston Elliffe

    Currently: Director (4 years, 7 months)
    Previously: Corporate Governance Manager - ACC (current position) (5 years, 2 months)

  • Guy Roulston Elliffe

    Currently: Director (4 years, 7 months)
    Previously: Corporate Governance Manager - ACC (current position) (5 years, 2 months)

  • Guy Roulston Elliffe

    Currently: Director (4 years, 7 months)
    Previously: Corporate Governance Manager - ACC (current position) (5 years, 2 months)

  • Guy Roulston Elliffe

    Currently: Director (4 years, 7 months)
    Previously: Corporate Governance Manager - ACC (current position) (5 years, 2 months)

  • Guy Roulston Elliffe

    Currently: Director (4 years, 7 months)
    Previously: Corporate Governance Manager - ACC (current position) (5 years, 2 months)

  • Guy Roulston Elliffe

    Currently: Director (4 years, 7 months)
    Previously: Corporate Governance Manager - ACC (current position) (5 years, 2 months)

  • Guy Roulston Elliffe

    Currently: Director (4 years, 7 months)
    Previously: Corporate Governance Manager - ACC (current position) (5 years, 2 months)

  • Guy Roulston Elliffe

    Currently: Director (4 years, 7 months)
    Previously: Corporate Governance Manager - ACC (current position) (5 years, 2 months)

  • Guy Roulston Elliffe

    Currently: Director (4 years, 7 months)
    Previously: Corporate Governance Manager - ACC (current position) (5 years, 2 months)

  • Guy Roulston Elliffe

    Currently: Director (4 years, 7 months)
    Previously: Corporate Governance Manager - ACC (current position) (5 years, 2 months)

  • Guy Roulston Elliffe

    Currently: Director (4 years, 7 months)
    Previously: Corporate Governance Manager - ACC (current position) (5 years, 2 months)

  • Guy Roulston Elliffe

    Currently: Director (4 years, 7 months)
    Previously: Corporate Governance Manager - ACC (current position) (5 years, 2 months)

  • Guy Roulston Elliffe

    Currently: Director (4 years, 7 months)
    Previously: Corporate Governance Manager - ACC (current position) (5 years, 2 months)

  • Guy Roulston Elliffe

    Currently: Director (4 years, 7 months)
    Previously: Corporate Governance Manager - ACC (current position) (5 years, 2 months)

  • Hugh Duncan Stevens

    Currently: Chief Executive Officer - Smartshares (2 years, 4 months)
    Previously: Chief Operating Officer - Implemented Investment Solutions Ltd (2 years, 6 months)

  • Hugh Duncan Stevens

    Currently: Chief Executive Officer - Smartshares (2 years, 4 months)
    Previously: Chief Operating Officer - Implemented Investment Solutions Ltd (2 years, 6 months)

  • Hugh Duncan Stevens

    Currently: Chief Executive Officer - Smartshares (2 years, 4 months)
    Previously: Chief Operating Officer - Implemented Investment Solutions Ltd (2 years, 6 months)

  • Hugh Duncan Stevens

    Currently: Chief Executive Officer - Smartshares (2 years, 4 months)
    Previously: Chief Operating Officer - Implemented Investment Solutions Ltd (2 years, 6 months)

  • Hugh Duncan Stevens

    Currently: Chief Executive Officer - Smartshares (2 years, 4 months)
    Previously: Chief Operating Officer - Implemented Investment Solutions Ltd (2 years, 6 months)

  • Hugh Duncan Stevens

    Currently: Chief Executive Officer - Smartshares (2 years, 4 months)
    Previously: Chief Operating Officer - Implemented Investment Solutions Ltd (2 years, 6 months)

  • Hugh Duncan Stevens

    Currently: Chief Executive Officer - Smartshares (2 years, 4 months)
    Previously: Chief Operating Officer - Implemented Investment Solutions Ltd (2 years, 6 months)

  • Hugh Duncan Stevens

    Currently: Chief Executive Officer - Smartshares (2 years, 4 months)
    Previously: Chief Operating Officer - Implemented Investment Solutions Ltd (2 years, 6 months)

  • Hugh Duncan Stevens

    Currently: Chief Executive Officer - Smartshares (2 years, 4 months)
    Previously: Chief Operating Officer - Implemented Investment Solutions Ltd (2 years, 6 months)

  • Hugh Duncan Stevens

    Currently: Chief Executive Officer - Smartshares (2 years, 4 months)
    Previously: Chief Operating Officer - Implemented Investment Solutions Ltd (2 years, 6 months)

  • Hugh Duncan Stevens

    Currently: Chief Executive Officer - Smartshares (2 years, 4 months)
    Previously: Chief Operating Officer - Implemented Investment Solutions Ltd (2 years, 6 months)

  • Hugh Duncan Stevens

    Currently: Chief Executive Officer - Smartshares (2 years, 4 months)
    Previously: Chief Operating Officer - Implemented Investment Solutions Ltd (2 years, 6 months)

  • Hugh Duncan Stevens

    Currently: Chief Executive Officer - Smartshares (2 years, 4 months)
    Previously: Chief Operating Officer - Implemented Investment Solutions Ltd (2 years, 6 months)

  • Hugh Duncan Stevens

    Currently: Chief Executive Officer - Smartshares (2 years, 4 months)
    Previously: Chief Operating Officer - Implemented Investment Solutions Ltd (2 years, 6 months)

  • Hugh Duncan Stevens

    Currently: Chief Executive Officer - Smartshares (2 years, 4 months)
    Previously: Chief Operating Officer - Implemented Investment Solutions Ltd (2 years, 6 months)

  • Hugh Duncan Stevens

    Currently: Chief Executive Officer - Smartshares (2 years, 4 months)
    Previously: Chief Operating Officer - Implemented Investment Solutions Ltd (2 years, 6 months)

  • Hugh Duncan Stevens

    Currently: Chief Executive Officer - Smartshares (2 years, 4 months)
    Previously: Chief Operating Officer - Implemented Investment Solutions Ltd (2 years, 6 months)

  • Hugh Duncan Stevens

    Currently: Chief Executive Officer - Smartshares (2 years, 4 months)
    Previously: Chief Operating Officer - Implemented Investment Solutions Ltd (2 years, 6 months)

  • Hugh Duncan Stevens

    Currently: Chief Executive Officer - Smartshares (2 years, 4 months)
    Previously: Chief Operating Officer - Implemented Investment Solutions Ltd (2 years, 6 months)

  • Hugh Duncan Stevens

    Currently: Chief Executive Officer - Smartshares (2 years, 4 months)
    Previously: Chief Operating Officer - Implemented Investment Solutions Ltd (2 years, 6 months)

  • Hugh Duncan Stevens

    Currently: Chief Executive Officer - Smartshares (2 years, 4 months)
    Previously: Chief Operating Officer - Implemented Investment Solutions Ltd (2 years, 6 months)

  • Hugh Duncan Stevens

    Currently: Chief Executive Officer - Smartshares (2 years, 4 months)
    Previously: Chief Operating Officer - Implemented Investment Solutions Ltd (2 years, 6 months)

  • Hugh Duncan Stevens

    Currently: Chief Executive Officer - Smartshares (2 years, 4 months)
    Previously: Chief Operating Officer - Implemented Investment Solutions Ltd (2 years, 6 months)

  • Hugh Duncan Stevens

    Currently: Chief Executive Officer - Smartshares (2 years, 4 months)
    Previously: Chief Operating Officer - Implemented Investment Solutions Ltd (2 years, 6 months)

  • Hugh Duncan Stevens

    Currently: Chief Executive Officer - Smartshares (2 years, 4 months)
    Previously: Chief Operating Officer - Implemented Investment Solutions Ltd (2 years, 6 months)

  • Hugh Duncan Stevens

    Currently: Chief Executive Officer - Smartshares (2 years, 4 months)
    Previously: Chief Operating Officer - Implemented Investment Solutions Ltd (2 years, 6 months)

  • Hugh Duncan Stevens

    Currently: Chief Executive Officer - Smartshares (2 years, 4 months)
    Previously: Chief Operating Officer - Implemented Investment Solutions Ltd (2 years, 6 months)

  • Hugh Duncan Stevens

    Currently: Chief Executive Officer - Smartshares (2 years, 4 months)
    Previously: Chief Operating Officer - Implemented Investment Solutions Ltd (2 years, 6 months)

  • Hugh Duncan Stevens

    Currently: Chief Executive Officer - Smartshares (2 years, 4 months)
    Previously: Chief Operating Officer - Implemented Investment Solutions Ltd (2 years, 6 months)

  • Hugh Duncan Stevens

    Currently: Chief Executive Officer - Smartshares (2 years, 4 months)
    Previously: Chief Operating Officer - Implemented Investment Solutions Ltd (2 years, 6 months)

  • Hugh Duncan Stevens

    Currently: Chief Executive Officer - Smartshares (2 years, 4 months)
    Previously: Chief Operating Officer - Implemented Investment Solutions Ltd (2 years, 6 months)

  • Hugh Duncan Stevens

    Currently: Chief Executive Officer - Smartshares (2 years, 4 months)
    Previously: Chief Operating Officer - Implemented Investment Solutions Ltd (2 years, 6 months)

  • Hugh Duncan Stevens

    Currently: Chief Executive Officer - Smartshares (2 years, 4 months)
    Previously: Chief Operating Officer - Implemented Investment Solutions Ltd (2 years, 6 months)

  • Hugh Duncan Stevens

    Currently: Chief Executive Officer - Smartshares (2 years, 4 months)
    Previously: Chief Operating Officer - Implemented Investment Solutions Ltd (2 years, 6 months)

  • Hugh Duncan Stevens

    Currently: Chief Executive Officer - Smartshares (2 years, 4 months)
    Previously: Chief Operating Officer - Implemented Investment Solutions Ltd (2 years, 6 months)

  • Hugh Duncan Stevens

    Currently: Chief Executive Officer - Smartshares (2 years, 4 months)
    Previously: Chief Operating Officer - Implemented Investment Solutions Ltd (2 years, 6 months)

  • Hugh Duncan Stevens

    Currently: Chief Executive Officer - Smartshares (2 years, 4 months)
    Previously: Chief Operating Officer - Implemented Investment Solutions Ltd (2 years, 6 months)

  • Hugh Duncan Stevens

    Currently: Chief Executive Officer - Smartshares (2 years, 4 months)
    Previously: Chief Operating Officer - Implemented Investment Solutions Ltd (2 years, 6 months)

  • Hugh Duncan Stevens

    Currently: Chief Executive Officer - Smartshares (2 years, 4 months)
    Previously: Chief Operating Officer - Implemented Investment Solutions Ltd (2 years, 6 months)

  • Hugh Duncan Stevens

    Currently: Chief Executive Officer - Smartshares (2 years, 4 months)
    Previously: Chief Operating Officer - Implemented Investment Solutions Ltd (2 years, 6 months)

  • Hugh Duncan Stevens

    Currently: Chief Executive Officer - Smartshares (2 years, 4 months)
    Previously: Chief Operating Officer - Implemented Investment Solutions Ltd (2 years, 6 months)

  • Hugh Duncan Stevens

    Currently: Chief Executive Officer - Smartshares (2 years, 4 months)
    Previously: Chief Operating Officer - Implemented Investment Solutions Ltd (2 years, 6 months)

  • Hugh Duncan Stevens

    Currently: Chief Executive Officer - Smartshares (2 years, 4 months)
    Previously: Chief Operating Officer - Implemented Investment Solutions Ltd (2 years, 6 months)

  • Stuart Kenneth Reginald Millar

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

  • Stuart Kenneth Reginald Millar

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

  • Stuart Kenneth Reginald Millar

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

  • Stuart Kenneth Reginald Millar

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

  • Stuart Kenneth Reginald Millar

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

  • Stuart Kenneth Reginald Millar

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

  • Stuart Kenneth Reginald Millar

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

  • Stuart Kenneth Reginald Millar

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

  • Stuart Kenneth Reginald Millar

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

  • Stuart Kenneth Reginald Millar

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

  • Stuart Kenneth Reginald Millar

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

  • Stuart Kenneth Reginald Millar

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

  • Stuart Kenneth Reginald Millar

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

  • Stuart Kenneth Reginald Millar

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

  • Stuart Kenneth Reginald Millar

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

  • Stuart Kenneth Reginald Millar

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

  • Stuart Kenneth Reginald Millar

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

  • Stuart Kenneth Reginald Millar

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

  • Stuart Kenneth Reginald Millar

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

  • Stuart Kenneth Reginald Millar

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

  • Stuart Kenneth Reginald Millar

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

  • Stuart Kenneth Reginald Millar

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

  • Stuart Kenneth Reginald Millar

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

  • Stuart Kenneth Reginald Millar

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

  • Stuart Kenneth Reginald Millar

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

  • Stuart Kenneth Reginald Millar

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

  • Stuart Kenneth Reginald Millar

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

  • Stuart Kenneth Reginald Millar

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

  • Stuart Kenneth Reginald Millar

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

  • Stuart Kenneth Reginald Millar

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

  • Stuart Kenneth Reginald Millar

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

  • Stuart Kenneth Reginald Millar

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

  • Stuart Kenneth Reginald Millar

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

  • Stuart Kenneth Reginald Millar

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

  • Stuart Kenneth Reginald Millar

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

  • Stuart Kenneth Reginald Millar

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

  • Stuart Kenneth Reginald Millar

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

  • Stuart Kenneth Reginald Millar

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

  • Stuart Kenneth Reginald Millar

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

  • Stuart Kenneth Reginald Millar

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

  • Stuart Kenneth Reginald Millar

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

  • Stuart Kenneth Reginald Millar

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

  • Stuart Kenneth Reginald Millar

    Currently: Chief Investment Officer - Smartshares (1 years, 1 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 Tue June 30th 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% -2.23%
2019 10.11% 7.78%
2018 6.68% 8.03%
2017 11.18% 10.12%
2016 4.51% 5.39%
2015 15.30% 21.72%
2014 10.31% 13.22%
2013 13.23% 6.78%
2012 -5.15% -7.39%
2011 7.61% 4.79%

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 June 30th 2020.

Showing the top 10 investments for this fund:

  • Vanguard S&P 500 ETF
    United States International Equities
    25.85%
  • Vanguard FTSE Europe ETF
    United States International Equities
    23.81%
  • Vanguard FTSE Pacific ETF
    United States International Equities
    15.48%
  • Vanguard Mid-Cap ETF
    United States International Equities
    10.09%
  • Vanguard Value ETF
    United States International Equities
    9.6%
  • Vanguard Small-Cap ETF
    United States International Equities
    8.48%
  • Vanguard Total World Stock ETF
    United States International Equities
    2.89%
  • Vanguard Growth ETF
    United States International Equities
    2.1%
  • Westpac Current Account
    New Zealand Cash and Equivalents A-1+
    1.89%

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 0.0% 1.89%
New Zealand Fixed Interest 0.0% 0.0%
International Fixed Interest 0.0% 0.0%
Australasian Equities 0.0% 0.0%
International Equities 100.0% 98.11%
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 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:
    1.17%
  • Animal Testing:
    8.13%
  • Fossil Fuels:
    4.88%
  • Gambling:
    0.36%
  • GMOs:
    1.01%
  • Human Rights & Environmental Violations:
    3.22%
  • Palm Oil:
    0.06%
  • Tobacco:
    0.76%
  • Weapons:
    1.71%

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 June 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 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: "Invests in international shares and designed to reflect the return (before tax, fees and other expenses) on the international share markets of developed economies."

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.