SuperLife Overseas Shares Fund

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Fund type: Aggressive fund

Past Returns: 11.99%

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 management and administration fees, but not membership 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

Anglo American PLC 0.07%
Apa Corp. 0.01%
Apa Group 0.01%
Arcelormittal SA 0.03%
Atlantia Spa 0.02%
Atmos Energy Corp. 0.02%
BHP Group Ltd. 0.13%
BHP Group PLC 0.09%
Bollore SA 0.01%
Cabot Oil & Gas Corp. 0.01%
Cheniere Energy Inc. 0.03%
Cimarex Energy Co. 0.01%
Ck Hutchison Holdings Ltd. 0.03%
Coca-Cola Co. 0.27%
Conocophillips 0.12%
Devon Energy Corp. 0.05%
Diamondback Energy Inc. 0.02%
Dominion Energy Inc. 0.07%
Enbridge Inc. 0.01%
Eneos Holdings Inc. 0.02%
Engie SA 0.04%
Eni Spa 0.06%
Eog Resources Inc. 0.06%
Equinor Asa 0.04%
Exxon Mobil Corp. 0.34%
Galp Energia Sgps SA 0.01%
Glencore PLC 0.11%
Hess Corp. 0.05%
Hong Kong & China Gas Co. Ltd. 0.02%
Inpex Corp. 0.01%
Itochu Corp. 0.06%
Jardine Matheson Holdings Ltd. 0.02%
Jefferies Financial Group Inc. 0.01%
Kinder Morgan Inc. 0.04%
Loews Corp. 0.02%
Lundin Energy Ab 0.01%
Lyondellbasell Industries Nv 0.05%
Marathon Oil Corp. 0.02%
Marathon Petroleum Corp. 0.08%
Mitsubishi Corp. 0.06%
Mitsui & Co. Ltd. 0.05%
Mitsui Osk Lines Ltd. 0.01%
Naturgy Energy Group SA 0.01%
Neste Oyj 0.04%
Nippon Steel Corp. 0.02%
Nippon Yusen Kk 0.02%
OMV AG 0.01%
Occidental Petroleum Corp. 0.07%
Oneok Inc. 0.07%
Osaka Gas Co. Ltd. 0.01%
Ovintiv Inc. 0.01%
Phillips 66 0.06%
Pioneer Natural Resources Co. 0.07%
Polski Koncern Naftowy Orlen SA 0.01%
Posco 0.03%
Public Service Enterprise Group Inc. 0.04%
Reliance Industries Ltd. 0.01%
Repsol SA 0.03%
Royal Dutch Shell PLC 0.32%
Santos Ltd. 0.01%
Sk Innovation Co. Ltd. 0.02%
Snam Spa 0.02%
South32 Ltd. 0.02%
Sumitomo Corp. 0.02%
Targa Resources Corp. 0.02%
Texas Pacific Land Corp. 0.01%
Tokyo Gas Co. Ltd. 0.01%
Ugi Corp. 0.01%
Williams Cos. Inc. 0.06%
Woodside Petroleum Ltd. 0.03%

Weapons

Airbus Se 0.14%
Amphenol Corp. 0.09%
Axon Enterprise Inc. 0.02%
Bae Systems PLC 0.04%
Boeing Co. 0.11%
Booz Allen Hamilton Holding Corp. 0.02%
Exor Nv 0.01%
General Dynamics Corp. 0.06%
Heico Corp. 0.01%
Honeywell International Inc. 0.19%
Howmet Aerospace Inc. 0.02%
Huntington Ingalls Industries Inc. 0.01%
Jacobs Engineering Group Inc. 0.03%
Jfe Holdings Inc. 0.01%
L3Harris Technologies Inc. 0.05%
Lockheed Martin Corp. 0.10%
Meggitt PLC 0.01%
Mitsubishi Heavy Industries Ltd. 0.01%
Northrop Grumman Corp. 0.07%
Raytheon Technologies Corp. 0.17%
Rolls-Royce Holdings PLC 0.03%
Safran SA 0.08%
Teledyne Technologies Inc. 0.04%
Textron Inc. 0.02%
Thales SA 0.02%
Transdigm Group Inc. 0.08%

Tobacco

Altria Group Inc. 0.11%
British American Tobacco PLC 0.14%
Casey'S General Stores Inc. 0.01%
Imperial Brands PLC 0.03%
Japan Tobacco Inc. 0.04%
Kt&G Corp. 0.01%
Philip Morris International Inc. 0.20%
Seven & I Holdings Co. Ltd. 0.06%
Swedish Match Ab 0.02%

Gambling

Aristocrat Leisure Ltd. 0.03%
Caesars Entertainment Inc. 0.05%
Churchill Downs Inc. 0.01%
Draftkings Inc. 0.02%
Flutter Entertainment PLC 0.05%
Galaxy Entertainment Group Ltd. 0.02%
Gaming and Leisure Properties Inc. 0.01%
Mgm Resorts International 0.03%
Scientific Games Corp. 0.01%
Tabcorp Holdings Ltd. 0.01%
Vici Properties Inc. 0.02%
Wynn Resorts Ltd. 0.01%

Adult Entertainment/Pornography

Caesars Entertainment Inc. 0.05%
Mgm Resorts International 0.03%

Alcohol

Anheuser-Busch Inbev SA/Nv 0.08%
Asahi Group Holdings Ltd. 0.03%
Carlsberg As 0.03%
Constellation Brands Inc. 0.05%
Davide Campari-Milano Nv 0.01%
Diageo PLC 0.21%
Heineken Holding Nv 0.01%
Heineken Nv 0.04%
Kirin Holdings Co. Ltd. 0.02%
LVMH Moet Hennessy Louis Vuitton Se 0.33%
Pernod Ricard SA 0.08%
Royal Unibrew A/S 0.01%

Palm Oil

Rh 0.02%
Wilmar International Ltd. 0.01%

GMOs

Corteva Inc. 0.08%

Human Rights & Environmental Violations

BHP Group Ltd. 0.13%
BHP Group PLC 0.09%
Bayer AG 0.09%
Duke Energy Corp. 0.10%
Freeport-Mcmoran Inc. 0.06%
Glencore PLC 0.11%
Johnson & Johnson 0.57%
Motorola Solutions Inc. 0.09%
Nestle SA 0.63%
Pg&E Corp. 0.04%
Posco 0.03%
Rio Tinto Ltd. 0.04%
Rio Tinto PLC 0.13%
Royal Dutch Shell PLC 0.31%

Animal Testing

Air Liquide SA 0.13%
Akzo Nobel Nv 0.04%
Albemarle Corp. 0.05%
Altria Group Inc. 0.11%
Archer-Daniels-Midland Co. 0.06%
Arkema SA 0.01%
Asahi Group Holdings Ltd. 0.03%
Associated British Foods PLC 0.01%
Avantor Inc. 0.02%
Basf Se 0.13%
Bayer AG 0.09%
Beiersdorf AG 0.02%
British American Tobacco PLC 0.14%
Burberry Group PLC 0.02%
Cabot Oil & Gas Corp. 0.01%
Capri Holdings Ltd. 0.01%
Celanese Corp. 0.03%
Chr Hansen Holding A/S 0.01%
Church & Dwight Co. Inc. 0.04%
Clorox Co. 0.05%
Coca-Cola Co. 0.27%
Corteva Inc. 0.08%
Covestro AG 0.02%
Croda International PLC 0.03%
Danone SA 0.07%
Dow Inc. 0.05%
Dupont De Nemours Inc. 0.04%
Eastman Chemical Co. 0.02%
Ecolab Inc. 0.03%
Ems-Chemie Holding AG 0.01%
Entegris Inc. 0.02%
Estee Lauder Cos. Inc. 0.05%
Evonik Industries AG 0.01%
Fmc Corp. 0.02%
Fujifilm Holdings Corp. 0.05%
General Mills Inc. 0.04%
Givaudan SA 0.07%
Glaxosmithkline PLC 0.17%
Henkel AG & Co. Kgaa 0.04%
Hermes International 0.07%
Honeywell International Inc. 0.19%
Hp Inc. 0.04%
Imperial Brands PLC 0.03%
Ingersoll Rand Inc. 0.05%
International Flavors & Fragrances Inc. 0.08%
J Sainsbury PLC 0.01%
Johnson & Johnson 0.57%
Johnson Matthey PLC 0.01%
Kao Corp. 0.04%
Kellogg Co. 0.02%
Kerry Group PLC 0.04%
Keurig Dr Pepper Inc. 0.01%
Kimberly-Clark Corp. 0.05%
Kirin Holdings Co. Ltd. 0.02%
Koninklijke Dsm Nv 0.06%
Kraft Heinz Co. 0.03%
Kt&G Corp. 0.01%
L'Oreal SA 0.17%
LVMH Moet Hennessy Louis Vuitton Se 0.33%
Lanxess AG 0.01%
Lg Household & Health Care Ltd. 0.02%
Linde PLC 0.14%
Lyondellbasell Industries Nv 0.05%
Marubeni Corp. 0.02%
Mondelez International Inc. 0.10%
Mosaic Co. 0.02%
Nestle SA 0.63%
Nippon Paint Holdings Co. Ltd. 0.01%
Nissan Chemical Corp. 0.01%
Novozymes A/S 0.02%
Olin Corp. 0.01%
Orkla Asa 0.01%
PPG Industries Inc. 0.04%
Pepsico Inc. 0.27%
Philip Morris International Inc. 0.19%
Procter & Gamble Co. 0.45%
Puma Se 0.02%
Pvh Corp. 0.01%
Reckitt Benckiser Group PLC 0.08%
Reliance Industries Ltd. 0.01%
Royal Dutch Shell PLC 0.31%
Rpm International Inc. 0.01%
Seven & I Holdings Co. Ltd. 0.05%
Sherwin-Williams Co. 0.05%
Shin-Etsu Chemical Co. Ltd. 0.12%
Shiseido Co. Ltd. 0.04%
Sk Innovation Co. Ltd. 0.02%
Solvay SA 0.01%
Sumitomo Chemical Co. Ltd. 0.01%
Svenska Cellulosa Ab Sca 0.02%
Symrise AG 0.03%
Tapestry Inc. 0.01%
Tesco PLC 0.04%
Umicore SA 0.02%
Unicharm Corp. 0.03%
Unilever PLC 0.26%
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 Thu Sept. 30th 2021 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.

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.

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
2021 35.08% 30.42%
2020 -6.18% -2.23%
2019 9.46% 7.78%
2018 6.55% 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%
2012 -5.15% -7.39%

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 Fri Dec. 31st 2021.

Showing the top 10 investments for this fund:

  • Vanguard S&P 500 ETF
    United States International Equities
    22.9139%
  • Vanguard FTSE Europe ETF
    United States International Equities
    19.4696%
  • Vanguard Total World Stock ETF
    United States International Equities
    17.519%
  • Vanguard FTSE Pacific ETF
    United States International Equities
    12.8555%
  • Vanguard Value ETF
    United States International Equities
    8.4469%
  • Vanguard Mid-Cap ETF
    United States International Equities
    8.2996%
  • Vanguard Small-Cap ETF
    United States International Equities
    6.9345%
  • ANZ NZD Current Account
    New Zealand Cash and Equivalents AA-
    2.6369%
  • Vanguard Growth ETF
    United States International Equities
    2.1233%

This information has been sourced from the quarterly data that each KiwiSaver fund has filed with Disclose register Fri Dec. 31st 2021.

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

Target

Actual


Type Target Actual
Cash and Cash Equivalents 0.0% 2.61%
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% 97.39%
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 Fri Dec. 31st 2021.

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).

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:
    0.10%
  • Alcohol:
    1.03%
  • Animal Testing:
    8.00%
  • Fossil Fuels:
    3.89%
  • Gambling:
    0.45%
  • GMOs:
    0.08%
  • Human Rights & Environmental Violations:
    2.56%
  • Palm Oil:
    0.04%
  • Tobacco:
    0.67%
  • Weapons:
    1.78%

This data is compiled by Mindful Money from the fund information and portfolios that each KiwiSaver fund has filed with the Disclose register to Thu Sept. 30th 2021 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 the fund’s exclusions policy may not be consistent with its portfolio holdings because the fund might be still implementing its policy change or their policy may be less stringent than the definitions applied by Mindful Money.

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.

In their own words

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

Value $27M NZD
Period of data report Fri Dec. 31st 2021
Members 2,146
Fund started Wed Oct. 24th 2007
Total annual fund fees 0.58%
Total performance based fees 0.0%
Manager's basic fee 0.57%
Other management and administration charges 0.01%
Total other charges 30.0
Total other charges currency NZD

Key Personnel

Guy Roulston Elliffe

Currently: Director (6 years, 1 months)
Previously: Corporate Governance Manager - ACC (current position) (6 years, 8 months)

Stuart Kenneth Reginald Millar

Currently: Chief Investment Officer - Smartshares (2 years, 7 months)
Previously: Head of Portfolio Management - ANZ Investments (6 years, 4 months)

Hugh Duncan Stevens

Currently: Chief Executive Officer - Smartshares (3 years, 10 months)
Previously: Chief Operating Officer - Implemented Investment Solutions Ltd (2 years, 6 months)

Alister John Williams

Currently: Director (6 years, 1 months)
Previously: Investment Manager - Trust Management (5 years, 4 months)

This information has been sourced from the quarterly data that each KiwiSaver fund has filed with Disclose register to Fri Dec. 31st 2021.

Downloads

Download the fund's disclosure statement and portfolio holdings.

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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.