Funds
SuperLife Overseas Shares 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
- Exxon Mobil Corp. 0.61%
- Shell PLC 0.44%
- Chevron Corp. 0.43%
- BHP Group Ltd. 0.29%
- Totalenergies Se 0.28%
- Nextera Energy Inc. 0.25%
- Conocophillips 0.22%
- BP PLC 0.22%
- Glencore PLC 0.17%
- Iberdrola SA 0.14%
- Devon Energy Corp. 0.12%
- Duke Energy Corp. 0.11%
- Eog Resources Inc. 0.11%
- Southern Co. 0.11%
- Anglo American PLC 0.09%
- Consolidated Edison Inc. 0.09%
- Dominion Energy Inc. 0.09%
- Marathon Petroleum Corp. 0.09%
- National Grid PLC 0.09%
- Phillips 66 0.09%
- Valero Energy Corp. 0.09%
- Woodside Energy Group Ltd. 0.09%
- American Electric Power Co. Inc. 0.08%
- Constellation Energy Corp. 0.08%
- Mitsui & Co. Ltd. 0.08%
- Pg&E Corp. 0.08%
- Sempra Energy 0.08%
- Wec Energy Group Inc. 0.08%
- Williams Cos. Inc. 0.08%
- Enel Spa 0.07%
- Equinor Asa 0.07%
- Hess Corp. 0.07%
- Occidental Petroleum Corp. 0.07%
- Oneok Inc. 0.07%
- Cheniere Energy Inc. 0.07%
- Ameren Corp. 0.06%
- Dte Energy Co. 0.06%
- Eni Spa 0.06%
- Entergy Corp. 0.06%
- Itochu Corp. 0.06%
- Mitsubishi Corp. 0.06%
- Pioneer Natural Resources Co. 0.06%
- Coterra Energy Inc. 0.05%
- Delta Air Lines Inc. 0.05%
- Diamondback Energy Inc. 0.05%
- Kinder Morgan Inc. 0.05%
- Lyondellbasell Industries Nv 0.05%
- Ppl Corp. 0.05%
- Rwe AG 0.05%
- Xcel Energy Inc. 0.05%
- Cms Energy Corp. 0.04%
- Neste Oyj 0.04%
- Public Service Enterprise Group Inc. 0.04%
- Aes Corp. 0.03%
- Atmos Energy Corp. 0.03%
- Ck Hutchison Holdings Ltd. 0.03%
- Edp - Energias De Portugal SA 0.03%
- Enbridge Inc. 0.03%
- Engie SA 0.03%
- Eqt Corp. 0.03%
- Marathon Oil Corp. 0.03%
- Marubeni Corp. 0.03%
- Reliance Industries Ltd. 0.03%
- Repsol SA 0.03%
- Santos Ltd. 0.03%
- Sumitomo Corp. 0.03%
- Aker BP Asa 0.02%
- Alliant Energy Corp. 0.02%
- Apa Corp. 0.02%
- Arcelormittal SA 0.02%
- Canadian Natural Resources Ltd. 0.02%
- Chesapeake Energy Corp. 0.02%
- Ck Asset Holdings Ltd. 0.02%
- Clp Holdings Ltd. 0.02%
- Eneos Holdings Inc. 0.02%
- Evergy Inc. 0.02%
- Hong Kong & China Gas Co. Ltd. 0.02%
- Inpex Corp. 0.02%
- Jardine Matheson Holdings Ltd. 0.02%
- Loews Corp. 0.02%
- Nippon Steel Corp. 0.02%
- Nippon Yusen Kk 0.02%
- Nisource Inc. 0.02%
- Nrg Energy Inc. 0.02%
- Ovintiv Inc. 0.02%
- Posco Holdings Inc. 0.02%
- Snam Spa 0.02%
- South32 Ltd. 0.02%
- Targa Resources Corp. 0.02%
- Texas Pacific Land Corp. 0.02%
- Antero Resources Corp. 0.01%
- Apa Group 0.01%
- Eqt Ab 0.01%
- Fortum Oyj 0.01%
- Galp Energia Sgps SA 0.01%
- Idemitsu Kosan Co. Ltd. 0.01%
- Kansai Electric Power Co. Inc. 0.01%
- Keppel Corp. Ltd. 0.01%
- Mitsui Osk Lines Ltd. 0.01%
- OMV AG 0.01%
- Oge Energy Corp. 0.01%
- Origin Energy Ltd. 0.01%
- Osaka Gas Co. Ltd. 0.01%
- Pinnacle West Capital Corp. 0.01%
- Power Assets Holdings Ltd. 0.01%
- Range Resources Corp. 0.01%
- Samsung C&T Corp. 0.01%
- Sk Innovation Co. Ltd. 0.01%
- Southwestern Energy Co. 0.01%
- Sumitomo Chemical Co. Ltd. 0.01%
- Suncor Energy Inc. 0.01%
- Tc Energy Corp. 0.01%
- Tokyo Gas Co. Ltd. 0.01%
- Ugi Corp. 0.01%
- Vale SA 0.01%
- Vistra Corp. 0.01%
Weapons
- Walmart Inc. 0.31%
- Raytheon Technologies Corp. 0.20%
- Honeywell International Inc. 0.19%
- Lockheed Martin Corp. 0.16%
- Airbus Se 0.12%
- Northrop Grumman Corp. 0.11%
- Amphenol Corp. 0.10%
- General Dynamics Corp. 0.09%
- Boeing Co. 0.07%
- Safran SA 0.07%
- Bae Systems PLC 0.06%
- L3Harris Technologies Inc. 0.06%
- Transdigm Group Inc. 0.06%
- Teledyne Technologies Inc. 0.03%
- Booz Allen Hamilton Holding Corp. 0.02%
- Brookfield Asset Management Inc. 0.02%
- Howmet Aerospace Inc. 0.02%
- Huntington Ingalls Industries Inc. 0.02%
- Mtu Aero Engines AG 0.02%
- Textron Inc. 0.02%
- Thales SA 0.02%
- Axon Enterprise Inc. 0.01%
- Caci International Inc. 0.01%
- Heico Corp. 0.01%
- Kbr Inc. 0.01%
- Leidos Holdings Inc. 0.01%
- Olin Corp. 0.01%
- Rbc Bearings Inc. 0.01%
- Rheinmetall AG 0.01%
- Rolls-Royce Holdings PLC 0.01%
Tobacco
- Philip Morris International Inc. 0.22%
- British American Tobacco PLC 0.20%
- Altria Group Inc. 0.11%
- Imperial Brands PLC 0.04%
- Japan Tobacco Inc. 0.04%
- Swedish Match Ab 0.03%
- Casey'S General Stores Inc. 0.01%
- Kt&G Corp. 0.01%
- Performance Food Group Co. 0.01%
Gambling
- Vici Properties Inc. 0.08%
- Flutter Entertainment PLC 0.04%
- Aristocrat Leisure Ltd. 0.03%
- Evolution Ab 0.03%
- Galaxy Entertainment Group Ltd. 0.02%
- Gaming and Leisure Properties Inc. 0.02%
- Churchill Downs Inc. 0.01%
- Draftkings Inc. 0.01%
- Entain PLC 0.01%
- Lottery Corp. Ltd. 0.01%
- Mgm Resorts International 0.01%
- Sands China Ltd. 0.01%
- Wynn Resorts Ltd. 0.01%
Adult Entertainment/Pornography
- Mgm Resorts International 0.01%
Alcohol
- Diageo PLC 0.23%
- Anheuser-Busch Inbev SA/Nv 0.09%
- Pernod Ricard SA 0.09%
- Constellation Brands Inc. 0.06%
- Heineken Nv 0.04%
- Asahi Group Holdings Ltd. 0.03%
- Carlsberg As 0.02%
- Kirin Holdings Co. Ltd. 0.02%
- Endeavour Group Ltd./Australia 0.01%
- Heineken Holding Nv 0.01%
- Treasury Wine Estates Ltd. 0.01%
Palm Oil
- Wilmar International Ltd. 0.01%
GMOs
- Corteva Inc. 0.12%
Human Rights & Environmental Violations
- Johnson & Johnson 0.71%
- Nestle SA 0.71%
- Shell PLC 0.44%
- Chevron Corp. 0.43%
- Meta Platforms Inc. 0.37%
- BHP Group Ltd. 0.29%
- Thermo Fisher Scientific Inc. 0.25%
- Wells Fargo & Co. 0.25%
- Raytheon Technologies Corp. 0.20%
- Glencore PLC 0.17%
- Lockheed Martin Corp. 0.16%
- Rio Tinto PLC 0.15%
- Caterpillar Inc. 0.14%
- Bayer AG 0.12%
- Corteva Inc. 0.12%
- Duke Energy Corp. 0.11%
- Archer-Daniels-Midland Co. 0.11%
- Motorola Solutions Inc. 0.11%
- Activision Blizzard Inc. 0.08%
- Basf Se 0.08%
- Pg&E Corp. 0.08%
- Freeport-Mcmoran Inc. 0.06%
- Rio Tinto Ltd. 0.04%
- Credit Suisse Group AG 0.02%
- Fmc Corp. 0.02%
- Nutrien Ltd. 0.02%
- Uber Technologies Inc. 0.02%
- Mattel Inc. 0.01%
- Nissan Chemical Corp. 0.01%
- Tokyo Electric Power Co. Holdings Inc. 0.01%
- Vale SA 0.01%
- Wilmar International Ltd. 0.01%
Animal Cruelty
- Nestle SA 0.71%
- Exxon Mobil Corp. 0.61%
- Procter & Gamble Co. 0.50%
- Shell PLC 0.44%
- Chevron Corp. 0.43%
- Pepsico Inc. 0.37%
- Coca-Cola Co. 0.36%
- LVMH Moet Hennessy Louis Vuitton Se 0.36%
- Unilever PLC 0.27%
- Philip Morris International Inc. 0.21%
- British American Tobacco PLC 0.20%
- Honeywell International Inc. 0.19%
- L'Oreal SA 0.17%
- Air Liquide SA 0.12%
- Bayer AG 0.12%
- Cie Financiere Richemont SA 0.12%
- Corteva Inc. 0.12%
- Mondelez International Inc. 0.12%
- 3M Co. 0.11%
- Altria Group Inc. 0.11%
- Archer-Daniels-Midland Co. 0.11%
- Daikin Industries Ltd. 0.09%
- Hermes International 0.09%
- Basf Se 0.08%
- Colgate-Palmolive Co. 0.08%
- General Mills Inc. 0.08%
- Albemarle Corp. 0.07%
- International Flavors & Fragrances Inc. 0.07%
- Kering SA 0.07%
- Constellation Brands Inc. 0.06%
- Danone SA 0.06%
- Eni Spa 0.06%
- Estee Lauder Cos. Inc. 0.06%
- Givaudan SA 0.06%
- Kimberly-Clark Corp. 0.06%
- Koninklijke Ahold Delhaize Nv 0.06%
- Mitsubishi Corp. 0.06%
- Sherwin-Williams Co. 0.06%
- Kellogg Co. 0.05%
- Lyondellbasell Industries Nv 0.05%
- Tyson Foods Inc. 0.05%
- Canon Inc. 0.04%
- Church & Dwight Co. Inc. 0.04%
- Denso Corp. 0.04%
- Dow Inc. 0.04%
- Ecolab Inc. 0.04%
- Imperial Brands PLC 0.04%
- Kao Corp. 0.04%
- Keurig Dr Pepper Inc. 0.04%
- Koninklijke Dsm Nv 0.04%
- Kraft Heinz Co. 0.04%
- Mosaic Co. 0.04%
- PPG Industries Inc. 0.04%
- Tesco PLC 0.04%
- Ajinomoto Co. Inc. 0.03%
- Asahi Group Holdings Ltd. 0.03%
- Clorox Co. 0.03%
- Dupont De Nemours Inc. 0.03%
- Essity Ab 0.03%
- Fujifilm Holdings Corp. 0.03%
- Henkel AG & Co. Kgaa 0.03%
- Kerry Group PLC 0.03%
- Otsuka Holdings Co. Ltd. 0.03%
- Reliance Industries Ltd. 0.03%
- Sgs SA 0.03%
- Shiseido Co. Ltd. 0.03%
- Symrise AG 0.03%
- Aker BP Asa 0.02%
- Akzo Nobel Nv 0.02%
- Avantor Inc. 0.02%
- Beiersdorf AG 0.02%
- Burberry Group PLC 0.02%
- Croda International PLC 0.02%
- Darling Ingredients Inc. 0.02%
- Entegris Inc. 0.02%
- Fmc Corp. 0.02%
- Hormel Foods Corp. 0.02%
- Kikkoman Corp. 0.02%
- Moncler Spa 0.02%
- Novozymes A/S 0.02%
- Nutrien Ltd. 0.02%
- Reliance Steel & Aluminum Co. 0.02%
- Rentokil Initial PLC 0.02%
- Rpm International Inc. 0.02%
- Unicharm Corp. 0.02%
- Associated British Foods PLC 0.01%
- Barry Callebaut AG 0.01%
- Campbell Soup Co. 0.01%
- Celanese Corp. 0.01%
- Chr Hansen Holding A/S 0.01%
- Covestro AG 0.01%
- Dcc PLC 0.01%
- Eastman Chemical Co. 0.01%
- Groupe Bruxelles Lambert Nv 0.01%
- Idemitsu Kosan Co. Ltd. 0.01%
- Intertek Group PLC 0.01%
- Kt&G Corp. 0.01%
- Meiji Holdings Co. Ltd. 0.01%
- Mitsubishi Chemical Group Corp. 0.01%
- Mowi Asa 0.01%
- Nippon Paint Holdings Co. Ltd. 0.01%
- Nissan Chemical Corp. 0.01%
- Orkla Asa 0.01%
- Sk Innovation Co. Ltd. 0.01%
- Solvay SA 0.01%
- Sumitomo Chemical Co. Ltd. 0.01%
- Swatch Group AG 0.01%
- Tapestry Inc. 0.01%
- Umicore SA 0.01%
- Wilmar International Ltd. 0.01%
- Yara International Asa 0.01%
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 reflect the return (before tax, fees and other expenses) of the international share markets of developed economies.
| Value | $23M NZD |
| Period of data report | 31st Dec. 2022 |
| Members | 2,053 |
| Fund started | 24th Oct. 2007 |
| Total annual fund fees | 0.58% |
| Total performance based fees | 0.0% |
| Manager's basic fee | 0.58% |
| 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 | 0.05% | |
| Alcohol | 0.77% | |
| Animal Cruelty | 9.67% | |
| Fossil Fuels | 8.39% | |
| Gambling | 0.44% | |
| GMOs | 0.13% | |
| Human Rights & Environmental Violations | 5.48% | |
| Palm Oil | 0.02% | |
| Tobacco | 0.73% | |
| Weapons | 2.26% |
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% | 6.74% |
| 2021 | 36.11% | 30.42% |
| 2020 | -6.34% | -2.23% |
| 2019 | 9.78% | 7.78% |
| 2018 | 6.95% | 8.03% |
| 2017 | 10.40% | 10.12% |
| 2016 | 4.51% | 5.39% |
| 2015 | 15.30% | 21.72% |
| 2014 | 10.31% | 13.22% |
| 2013 | 13.23% | 6.78% |
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 S&P 500 ETF
United States International Equities21.55% -
Vanguard FTSE Europe ETF
United States International Equities20.2% -
Vanguard Total World Stock ETF
United States International Equities18.21% -
Vanguard FTSE Pacific ETF
United States International Equities13.0% -
Vanguard Value ETF
United States International Equities8.5% -
Vanguard Mid-Cap ETF
United States International Equities8.25% -
Vanguard Small-Cap ETF
United States International Equities6.87% -
Vanguard Growth ETF
United States International Equities2.02% -
ANZ NZD Current Account
New Zealand Cash and Equivalents AA-1.82%
| Type | Target | Actual |
|---|---|---|
| Cash and Cash Equivalents | 0.0% | 1.232023% |
| 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% | 98.767977% |
| 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.