Funds
SuperLife High Growth 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
- Contact Energy Ltd 0.90%
- BHP Group Ltd 0.75%
- Nextera Energy Inc. 0.43%
- Exxon Mobil Corp. 0.26%
- Shell PLC 0.26%
- Genesis Energy Ltd 0.23%
- Woodside Energy Group Ltd 0.22%
- Chevron Corp. 0.19%
- Duke Energy Corp. 0.19%
- Southern Co. 0.19%
- Enbridge Inc. 0.18%
- Dominion Energy Inc. 0.16%
- BHP Group Ltd. 0.13%
- BP PLC 0.13%
- Cheniere Energy Inc. 0.12%
- National Grid PLC 0.12%
- Reliance Industries Ltd. 0.12%
- Sempra Energy 0.11%
- Totalenergies Se 0.11%
- Conocophillips 0.10%
- American Electric Power Co. Inc. 0.10%
- Santos Ltd 0.09%
- Tc Energy Corp. 0.09%
- Whitehaven Coal Ltd 0.09%
- Consolidated Edison Inc. 0.08%
- Iberdrola SA 0.08%
- Wec Energy Group Inc. 0.08%
- Williams Cos. Inc. 0.08%
- Ampol Ltd 0.07%
- Kinder Morgan Inc. 0.07%
- Oneok Inc. 0.07%
- Washington H Soul Pattinson & Co Ltd 0.07%
- Xcel Energy Inc. 0.07%
- Glencore PLC 0.07%
- Ameren Corp. 0.06%
- Entergy Corp. 0.06%
- Petroleo Brasileiro SA 0.06%
- Pg&E Corp. 0.06%
- Ppl Corp. 0.06%
- Public Service Enterprise Group Inc. 0.06%
- Vale SA 0.06%
- Apa Group 0.05%
- Cms Energy Corp. 0.05%
- Agl Energy Ltd 0.04%
- Alliant Energy Corp. 0.04%
- Anglo American PLC 0.04%
- Atmos Energy Corp. 0.04%
- Devon Energy Corp. 0.04%
- Eog Resources Inc. 0.04%
- Evergy Inc. 0.04%
- Fortis Inc./Canada 0.04%
- Pembina Pipeline Corp. 0.04%
- South32 Ltd 0.04%
- Targa Resources Corp. 0.04%
- Totalenergies 0.04%
- Clp Holdings Ltd. 0.03%
- Enel Spa 0.03%
- Equinor Asa 0.03%
- Itochu Corp. 0.03%
- Mitsubishi Corp. 0.03%
- Mitsui & Co. Ltd. 0.03%
- Phillips 66 0.03%
- Pioneer Natural Resources Co. 0.03%
- Reliance Industries Ltd 0.03%
- Saudi Arabian Oil Co. 0.03%
- Valero Energy Corp. 0.03%
- Woodside Energy Group Ltd. 0.03%
- Constellation Energy Corp. 0.02%
- Coterra Energy Inc. 0.02%
- Diamondback Energy Inc. 0.02%
- Dte Energy Co. 0.02%
- Emera Inc. 0.02%
- Eni Spa 0.02%
- Hess Corp. 0.02%
- Hong Kong & China Gas Co. Ltd. 0.02%
- Itochu Corp 0.02%
- Lyondellbasell Industries Nv 0.02%
- Mitsubishi Corp 0.02%
- Mitsui Ltd 0.02%
- Neste Oyj 0.02%
- Nisource Inc. 0.02%
- Occidental Petroleum Corp. 0.02%
- Oge Energy Corp. 0.02%
- Origin Energy Ltd 0.02%
- Pinnacle West Capital Corp. 0.02%
- Rwe AG 0.02%
- Snam Spa 0.02%
- Tokyo Gas Co. Ltd. 0.02%
- Adani Enterprises Ltd. 0.01%
- Adani Transmission Ltd. 0.01%
- Aes Corp. 0.01%
- Apa Corp. 0.01%
- Astra International Tbk Pt 0.01%
- Canadian Natural Resources Ltd. 0.01%
- Chesapeake Energy Corp. 0.01%
- China Petroleum & Chemical Corp. 0.01%
- China Shenhua Energy Co. Ltd. 0.01%
- Ck Hutchison Holdings Ltd. 0.01%
- Delta Air Lines Inc. 0.01%
- Edp - Energias De Portugal SA 0.01%
- Enel 0.01%
- Engie SA 0.01%
- Eni 0.01%
- Equinor 0.01%
- Idacorp Inc. 0.01%
- Kansai Electric Power Co. Inc. 0.01%
- Marathon Petroleum Corp. 0.01%
- Marubeni Corp. 0.01%
- New Hope Corp Ltd 0.01%
- Nextera Energy Inc 0.01%
- Ntpc Ltd. 0.01%
- Osaka Gas Co. Ltd. 0.01%
- Ovintiv Inc. 0.01%
- Power Assets Holdings Ltd. 0.01%
- Repsol SA 0.01%
- Santos Ltd. 0.01%
- Sasol Ltd. 0.01%
- Sumitomo Corp. 0.01%
- Texas Pacific Land Corp. 0.01%
Weapons
- Walmart Inc. 0.12%
- Raytheon Technologies Corp. 0.09%
- Honeywell International Inc. 0.07%
- Lockheed Martin Corp. 0.07%
- Airbus Se 0.04%
- Amphenol Corp. 0.04%
- Boeing Co. 0.04%
- Northrop Grumman Corp. 0.04%
- Safran SA 0.03%
- Bae Systems PLC 0.02%
- General Dynamics Corp. 0.02%
- Larsen & Toubro Ltd. 0.02%
- Transdigm Group Inc. 0.02%
- Wal-Mart De Mexico Sab De Cv 0.02%
- Walmart Inc 0.02%
- Booz Allen Hamilton Holding Corp. 0.01%
- Brookfield Asset Management Inc. 0.01%
- Howmet Aerospace Inc. 0.01%
- L3Harris Technologies Inc. 0.01%
- Teledyne Technologies Inc. 0.01%
- Textron Inc. 0.01%
Tobacco
- Philip Morris International Inc. 0.10%
- British American Tobacco PLC 0.09%
- Altria Group Inc. 0.04%
- Imperial Brands PLC 0.02%
- Itc Ltd. 0.01%
- Japan Tobacco Inc. 0.01%
- Swedish Match Ab 0.01%
Gambling
- Skycity Entertainment Group Ltd 0.32%
- Aristocrat Leisure Ltd 0.07%
- Flutter Entertainment PLC 0.02%
- Lottery Corp Ltd/The 0.02%
- Star Entertainment Grp Ltd/The 0.02%
- Vici Properties Inc. 0.02%
- Aristocrat Leisure Ltd. 0.01%
- Evolution Ab 0.01%
Alcohol
- Diageo PLC 0.13%
- Metcash Ltd 0.04%
- Pernod Ricard SA 0.04%
- Anheuser-Busch Inbev SA/Nv 0.03%
- Kweichow Moutai Co. Ltd. 0.03%
- Endeavour Group Ltd/Australia 0.02%
- Heineken Nv 0.02%
- Treasury Wine Estates Ltd 0.02%
- Ambev SA 0.01%
- Anheuser-Busch Inbev SA 0.01%
- Asahi Group Holdings Ltd 0.01%
- Asahi Group Holdings Ltd. 0.01%
- China Resources Beer Holdings Co. Ltd. 0.01%
- Constellation Brands Inc. 0.01%
GMOs
- Corteva Inc. 0.04%
Human Rights & Environmental Violations
- BHP Group Ltd 0.75%
- Nestle SA 0.41%
- Johnson & Johnson 0.35%
- Shell PLC 0.26%
- Meta Platforms Inc. 0.21%
- Chevron Corp. 0.19%
- Duke Energy Corp. 0.19%
- Rio Tinto Ltd 0.14%
- BHP Group Ltd. 0.13%
- Thermo Fisher Scientific Inc. 0.13%
- Wells Fargo & Co. 0.10%
- Raytheon Technologies Corp. 0.09%
- Rio Tinto PLC 0.08%
- Caterpillar Inc. 0.07%
- Lockheed Martin Corp. 0.07%
- Glencore PLC 0.07%
- Bayer AG 0.06%
- Petroleo Brasileiro SA 0.06%
- Pg&E Corp. 0.06%
- Vale SA 0.06%
- Corteva Inc. 0.05%
- Motorola Solutions Inc. 0.04%
- Activision Blizzard Inc. 0.03%
- Archer-Daniels-Midland Co. 0.03%
- Basf Se 0.03%
- Li Ning Co. Ltd. 0.02%
- Meta Platforms Inc Class A 0.02%
- Rio Tinto Ltd. 0.02%
- Thermo Fisher Scientific Inc 0.02%
- Wells Fargo 0.02%
- Adani Enterprises Ltd. 0.01%
- Caterpillar Inc 0.01%
- Centrais Eletricas Brasileiras SA 0.01%
- China Petroleum & Chemical Corp. 0.01%
- Fmc Corp. 0.01%
- Freeport-Mcmoran Inc. 0.01%
- Petroleo Brasileiro Pref SA 0.01%
- Tokyo Electric Power Co. Holdings Inc. 0.01%
- Uber Technologies Inc. 0.01%
Animal Cruelty
- Nestle SA 0.41%
- Exxon Mobil Corp. 0.26%
- Shell PLC 0.26%
- Procter & Gamble Co. 0.21%
- Chevron Corp. 0.19%
- LVMH Moet Hennessy Louis Vuitton Se 0.16%
- Pepsico Inc. 0.16%
- Unilever PLC 0.16%
- Coca-Cola Co. 0.15%
- Reliance Industries Ltd. 0.12%
- Philip Morris International Inc. 0.10%
- British American Tobacco PLC 0.09%
- Honeywell International Inc. 0.07%
- L'Oreal SA 0.06%
- Bayer AG 0.06%
- LVMH 0.06%
- Orica Ltd 0.06%
- Mondelez International Inc. 0.05%
- 3M Co. 0.04%
- Air Liquide SA 0.04%
- Altria Group Inc. 0.04%
- Cie Financiere Richemont SA 0.04%
- Corteva Inc. 0.04%
- Hermes International 0.04%
- Kering SA 0.04%
- Albemarle Corp. 0.03%
- Archer-Daniels-Midland Co. 0.03%
- Basf Se 0.03%
- Colgate-Palmolive Co. 0.03%
- Daikin Industries Ltd. 0.03%
- Danone SA 0.03%
- Hindustan Unilever Ltd. 0.03%
- Mitsubishi Corp. 0.03%
- Ping An Insurance Group Co. Of China Ltd. 0.03%
- Procter & Gamble 0.03%
- Reliance Industries Ltd 0.03%
- Asian Paints Ltd. 0.02%
- Canon Inc. 0.02%
- Coca-Cola 0.02%
- Daikin Industries Ltd 0.02%
- Denso Corp. 0.02%
- Eni Spa 0.02%
- Givaudan SA 0.02%
- Imperial Brands PLC 0.02%
- International Flavors & Fragrances Inc. 0.02%
- Koninklijke Ahold Delhaize Nv 0.02%
- Koninklijke Dsm Nv 0.02%
- Lair Liquide Societe Anonyme Pour 0.02%
- Loreal SA 0.02%
- Lyondellbasell Industries Nv 0.02%
- Mitsubishi Corp 0.02%
- Pepsico Inc 0.02%
- Tyson Foods Inc. 0.02%
- Ajinomoto Co. Inc. 0.01%
- Asahi Group Holdings Ltd. 0.01%
- Canon Inc 0.01%
- China Petroleum & Chemical Corp. 0.01%
- Church & Dwight Co. Inc. 0.01%
- Clorox Co. 0.01%
- Constellation Brands Inc. 0.01%
- Denso Corp 0.01%
- Ecolab Inc. 0.01%
- Eni 0.01%
- Entegris Inc. 0.01%
- Essity Ab 0.01%
- Estee Lauder Cos. Inc. 0.01%
- Fmc Corp. 0.01%
- Formosa Plastics Corp. 0.01%
- Fujifilm Holdings Corp. 0.01%
- General Mills Inc. 0.01%
- Grupo Mexico Sab De Cv 0.01%
- Itc Ltd. 0.01%
- Kao Corp. 0.01%
- Kellogg Co. 0.01%
- Kerry Group PLC 0.01%
- Kimberly-Clark Corp. 0.01%
- Mosaic Co. 0.01%
- Nan Ya Plastics Corp. 0.01%
- Otsuka Holdings Co. Ltd. 0.01%
- Sgs SA 0.01%
- Sherwin-Williams Co. 0.01%
- Shiseido Co. Ltd. 0.01%
- Symrise AG 0.01%
- Tesco PLC 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 growth assets and is designed for investors that want an aggressive investment option that invests in shares and property. Negative annual returns may occur once in every 2-4 years on average.
| Value | $500M NZD |
| Period of data report | 31st Dec. 2022 |
| Members | 20,931 |
| Fund started | 15th Sept. 2013 |
| Total annual fund fees | 0.63% |
| Total performance based fees | 0.0% |
| Manager's basic fee | 0.63% |
| 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 | 0.03% | |
| Alcohol | 0.62% | |
| Animal Cruelty | 5.74% | |
| Fossil Fuels | 10.14% | |
| Gambling | 0.67% | |
| GMOs | 0.07% | |
| Human Rights & Environmental Violations | 4.28% | |
| Palm Oil | 0.05% | |
| Tobacco | 0.34% | |
| Weapons | 1.17% |
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% | 5.06% |
| 2021 | 36.11% | 38.14% |
| 2020 | -6.34% | -12.07% |
| 2019 | 9.78% | 8.12% |
| 2018 | 6.95% | 5.03% |
| 2017 | 10.40% | 12.36% |
| 2016 | 4.51% | 5.39% |
| 2015 | 15.30% | 13.23% |
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 Total World Stock ETF
United States International Equities13.42% -
Vanguard S&P 500 ETF
United States International Equities9.31% -
Vanguard FTSE Europe ETF
United States International Equities7.89% -
Vanguard FTSE Emerging Markets ETF
United States International Equities6.57% -
Vanguard Global Infrastructure Index ETF
Australia International Equities5.15% -
Vanguard FTSE Pacific ETF
United States International Equities4.93% -
Vanguard Mid-Cap ETF
United States International Equities4.22% -
Vanguard Small-Cap ETF
United States International Equities3.57% -
Vanguard Value ETF
United States International Equities2.87% -
Ishares Msci Usa ESG Screened Ucits ETF
Ireland International Equities2.72%
| Type | Target | Actual |
|---|---|---|
| Cash and Cash Equivalents | 25.0% | 0.0% |
| New Zealand Fixed Interest | 1.0% | 0.0% |
| International Fixed Interest | 0.0% | 0.0% |
| Australasian Equities | 64.0% | 25.328691% |
| International Equities | 0.0% | 64.52034% |
| Listed Properties | 5.0% | 5.008619% |
| Unlisted Properties | 0.0% | 0.0% |
| Other | 0.0% | 5.14235% |
| Commodities | 5.0% | 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.