Funds

SuperLife KiwiSaver Global Property Fund

Total Ethical Concerns: 1.48%

The average total concerns of all KiwiSaver aggressive funds is 10.67%.

Companies of Concern

  • Social Harm 1.48%

From the Fund Provider

  • About this fund

    About this Fund

    In their own words

    Invests in international property and is designed to reflect the return (before tax, fees and other expenses) on New Zealand and international property markets.

    Value $16.2M NZD
    Period of data report 31st Dec. 2024
    Members 1,793
    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 (9 years, 1 months)
    Previously: Corporate Governance Manager - ACC (current position) (9 years, 8 months)

    Stuart Kenneth Reginald Millar

    Currently: Chief Investment Officer - Smartshares (5 years, 7 months)
    Previously: Head of Portfolio Management - ANZ Investments (6 years, 4 months)

    Anna Lennie Scott

    Currently: Chief Executive Officer - Smartshares (1 years, 3 months)
    Previously: Chief Operating Officer and Director - Hobson Wealth (5 years, 2 months)

    Alister John Williams

    Currently: Director (9 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 31st Dec. 2024.

  • Past Returns

    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
    2024 14.19% 7.87%
    2023 -4.84% -21.45%
    2022 3.55% 11.59%
    2021 33.87% 31.32%
    2020 -6.10% -20.81%
    2019 10.35% 19.79%
    2018 6.95% 1.22%
    2017 10.40% 1.37%
    2016 4.51% 12.5%
    2015 15.30% 24.55%

    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. 2024.

  • Investments

    Top 10 Investments

    • Vanguard International Property Securities Index Fund

      Australia Listed Property

      50.37%

    • Kiwi Property Group Ltd

      New Zealand Australasian Equities

      4.28%

    • Goodman Property Trust

      New Zealand Listed Property

      4.27%

    • Precinct Properties Group

      New Zealand Australasian Equities

      4.16%

    • Property For Industry Ltd

      New Zealand Listed Property

      3.23%

    • Vital Healthcare Property Trust

      New Zealand Listed Property

      2.6%

    • Argosy Property Ltd

      New Zealand Listed Property

      2.51%

    • Stride Property Group

      New Zealand Listed Property

      2.17%

    • Vicinity Ltd

      Australia Australasian Equities

      1.3%

    • Arena Reit

      Australia Listed Property

      1.3%
    Type Target Actual
    Cash and Cash Equivalents 0.0% 0.11%
    New Zealand Fixed Interest 0.0% 0.0%
    International Fixed Interest 0.0% 0.0%
    Australasian Equities 0.0% 0.0%
    International Equities 0.0% 0.0%
    Listed Properties 100.0% 99.89%
    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 by asset type.

    This information has been sourced from the quarterly data that each KiwiSaver fund has filed with Disclose register to 31st Dec. 2024.

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. 2024 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.

Issues of Concern

  • 0.0% Animal Cruelty
  • 0.0% Human Rights Violations
  • 1.48% Social Harm
  • 0.0% Fossil Fuels
  • 0.0% Weapons
  • 0.0% Environmental Harm

Companies of Concern

About this Fund

In their own words

Invests in international property and is designed to reflect the return (before tax, fees and other expenses) on New Zealand and international property markets.

Value $16.2M NZD
Period of data report 31st Dec. 2024
Members 1,793
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 (9 years, 1 months)
Previously: Corporate Governance Manager - ACC (current position) (9 years, 8 months)

Stuart Kenneth Reginald Millar

Currently: Chief Investment Officer - Smartshares (5 years, 7 months)
Previously: Head of Portfolio Management - ANZ Investments (6 years, 4 months)

Anna Lennie Scott

Currently: Chief Executive Officer - Smartshares (1 years, 3 months)
Previously: Chief Operating Officer and Director - Hobson Wealth (5 years, 2 months)

Alister John Williams

Currently: Director (9 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 31st Dec. 2024.

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
2024 14.19% 7.87%
2023 -4.84% -21.45%
2022 3.55% 11.59%
2021 33.87% 31.32%
2020 -6.10% -20.81%
2019 10.35% 19.79%
2018 6.95% 1.22%
2017 10.40% 1.37%
2016 4.51% 12.5%
2015 15.30% 24.55%

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. 2024.

Top 10 Investments

  • Vanguard International Property Securities Index Fund

    Australia Listed Property

    50.37%

  • Kiwi Property Group Ltd

    New Zealand Australasian Equities

    4.28%

  • Goodman Property Trust

    New Zealand Listed Property

    4.27%

  • Precinct Properties Group

    New Zealand Australasian Equities

    4.16%

  • Property For Industry Ltd

    New Zealand Listed Property

    3.23%

  • Vital Healthcare Property Trust

    New Zealand Listed Property

    2.6%

  • Argosy Property Ltd

    New Zealand Listed Property

    2.51%

  • Stride Property Group

    New Zealand Listed Property

    2.17%

  • Vicinity Ltd

    Australia Australasian Equities

    1.3%

  • Arena Reit

    Australia Listed Property

    1.3%
Type Target Actual
Cash and Cash Equivalents 0.0% 0.11%
New Zealand Fixed Interest 0.0% 0.0%
International Fixed Interest 0.0% 0.0%
Australasian Equities 0.0% 0.0%
International Equities 0.0% 0.0%
Listed Properties 100.0% 99.89%
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 by asset type.

This information has been sourced from the quarterly data that each KiwiSaver fund has filed with Disclose register to 31st Dec. 2024.