SuperLife US Mid Cap Fund

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Fund type: Aggressive fund

Past Returns: 14.80%

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

Annual Fees: 0.57%

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

Cheniere Energy Inc. 0.74%
Devon Energy Corp. 0.71%
Consolidated Edison Inc. 0.54%
Hess Corp. 0.54%
Wec Energy Group Inc. 0.50%
Constellation Energy Corp. 0.48%
Pg&E Corp. 0.47%
Oneok Inc. 0.41%
Diamondback Energy Inc. 0.39%
Ameren Corp. 0.38%
Valero Energy Corp. 0.38%
Entergy Corp. 0.37%
Coterra Energy Inc. 0.36%
Dte Energy Co. 0.36%
Lyondellbasell Industries Nv 0.36%
Phillips 66 0.35%
Ppl Corp. 0.34%
Delta Air Lines Inc. 0.33%
Williams Cos. Inc. 0.32%
Cms Energy Corp. 0.31%
Aes Corp. 0.27%
Evergy Inc. 0.25%
Alliant Energy Corp. 0.24%
Loews Corp. 0.19%
Nisource Inc. 0.19%
Vistra Corp. 0.16%
Marathon Oil Corp. 0.14%
Eqt Corp. 0.12%
Continental Resources Inc./Ok 0.07%

Weapons

Amphenol Corp. 0.71%
Transdigm Group Inc. 0.48%
Teledyne Technologies Inc. 0.29%
Heico Corp. 0.26%
Textron Inc. 0.22%
Leidos Holdings Inc. 0.11%

Gambling

Vici Properties Inc. 0.45%
Mgm Resorts International 0.17%
Caesars Entertainment Inc. 0.12%
Las Vegas Sands Corp. 0.12%

Adult Entertainment/Pornography

Mgm Resorts International 0.17%
Caesars Entertainment Inc. 0.12%

Alcohol

Molson Coors Beverage Co. 0.08%

GMOs

Corteva Inc. 0.74%

Human Rights & Environmental Violations

Corteva Inc. 0.74%
Motorola Solutions Inc. 0.67%
Pg&E Corp. 0.47%
Archer-Daniels-Midland Co. 0.41%
Fmc Corp. 0.24%

Animal Testing

Corteva Inc. 0.74%
Albemarle Corp. 0.55%
International Flavors & Fragrances Inc. 0.41%
Archer-Daniels-Midland Co. 0.40%
Lyondellbasell Industries Nv 0.36%
Tyson Foods Inc. 0.35%
Church & Dwight Co. Inc. 0.32%
Kellogg Co. 0.32%
Mosaic Co. 0.30%
Clorox Co. 0.29%
Fmc Corp. 0.24%
Avantor Inc. 0.22%
Hormel Foods Corp. 0.21%
Campbell Soup Co. 0.17%
Celanese Corp. 0.16%
Eastman Chemical Co. 0.16%
Molson Coors Beverage Co. 0.08%
Westlake Corp. 0.03%

This data is compiled by Mindful Money from the fund information and portfolios that each KiwiSaver fund has filed with the Disclose register to Fri Sept. 30th 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.

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% 9.06%
2021 36.11% 39.76%
2020 -6.34% -4.41%
2019 9.78% 11.48%
2018 6.95% 5.72%
2017 10.40% 11.58%

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 Sept. 30th 2022.

Showing the top 10 investments for this fund:

  • Vanguard Mid-Cap ETF
    United States International Equities
    98.72%
  • ANZ NZD Current Account
    New Zealand Cash and Equivalents AA-
    1.91%

This information has been sourced from the quarterly data that each KiwiSaver fund has filed with Disclose register Fri Sept. 30th 2022.

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

Target

Actual


Type Target Actual
Cash and Cash Equivalents 0.0% 0.5824%
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% 99.4176%
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 Sept. 30th 2022.

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:
    0.29%
  • Alcohol:
    0.08%
  • Animal Testing:
    5.28%
  • Fossil Fuels:
    10.22%
  • Gambling:
    0.86%
  • GMOs:
    0.74%
  • Human Rights & Environmental Violations:
    2.53%
  • Palm Oil:
    0.00%
  • Tobacco:
    0.00%
  • Weapons:
    2.06%

This data is compiled by Mindful Money from the fund information and portfolios that each KiwiSaver fund has filed with the Disclose register to Fri Sept. 30th 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.

In their own words

"Invests in US shares and is designed to track the return (before tax, fees and other expenses) of the CRSP US Mid Cap Index."

Value $3.2M NZD
Period of data report Fri Sept. 30th 2022
Members 747
Fund started Mon Sept. 21st 2015
Total annual fund fees 0.57%
Total performance based fees 0.0%
Manager's basic fee 0.57%
Other management and administration charges 0.0%
Total other charges 30.0
Total other charges currency NZD

Key Personnel

Guy Roulston Elliffe

Currently: Director (6 years, 10 months)
Previously: Corporate Governance Manager - ACC (current position) (7 years, 5 months)

Stuart Kenneth Reginald Millar

Currently: Chief Investment Officer - Smartshares (3 years, 4 months)
Previously: Head of Portfolio Management - ANZ Investments (6 years, 4 months)

Hugh Duncan Stevens

Currently: Chief Executive Officer - Smartshares (4 years, 7 months)
Previously: Chief Operating Officer - Implemented Investment Solutions Ltd (2 years, 6 months)

Alister John Williams

Currently: Director (6 years, 10 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 Sept. 30th 2022.

Downloads

Download the fund's disclosure statement and portfolio holdings.

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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 Markets Conduct Act 2013 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.