SuperLife Total World Fund

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Fund type: Aggressive fund

Past Returns: 12.59%

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 0.06%
Arcelormittal SA 0.03%
Atmos Energy Corp. 0.02%
BHP Group Ltd. 0.10%
BHP Group PLC 0.07%
Canadian Natural Resources Ltd. 0.06%
Cenovus Energy Inc. 0.02%
Cheniere Energy Inc. 0.03%
Ck Hutchison Holdings Ltd. 0.02%
Coca-Cola Co. 0.27%
Conocophillips 0.12%
Devon Energy Corp. 0.03%
Diamondback Energy Inc. 0.02%
Dominion Energy Inc. 0.08%
Enbridge Inc. 0.11%
Eneos Holdings Inc. 0.02%
Engie SA 0.02%
Eni Spa 0.04%
Eog Resources Inc. 0.06%
Equinor Asa 0.03%
Exxon Mobil Corp. 0.33%
Franco-Nevada Corp. 0.03%
Gazprom PJSC 0.07%
Glencore PLC 0.08%
Hess Corp. 0.03%
Hong Kong & China Gas Co. Ltd. 0.02%
Itochu Corp. 0.05%
Jardine Matheson Holdings Ltd. 0.02%
Kinder Morgan Inc. 0.04%
Loews Corp. 0.02%
Lukoil PJSC 0.05%
Lyondellbasell Industries Nv 0.03%
Marathon Petroleum Corp. 0.05%
Mitsubishi Corp. 0.05%
Mitsui & Co. Ltd. 0.05%
Neste Oyj 0.03%
Nippon Steel Corp. 0.02%
Nippon Yusen Kk 0.02%
Novatek PJSC 0.04%
Occidental Petroleum Corp. 0.03%
Oneok Inc. 0.03%
Pembina Pipeline Corp. 0.02%
Phillips 66 0.04%
Pioneer Natural Resources Co. 0.05%
Posco 0.02%
Ptt Pcl 0.02%
Public Service Enterprise Group Inc. 0.04%
Reliance Industries Ltd. 0.15%
Repsol SA 0.02%
Royal Dutch Shell PLC 0.23%
Saudi Arabian Oil Co. 0.03%
Sk Innovation Co. Ltd. 0.02%
Snam Spa 0.02%
South32 Ltd. 0.02%
Sumitomo Corp. 0.02%
Suncor Energy Inc. 0.04%
Tc Energy Corp. 0.06%
Teck Resources Ltd. 0.02%
Vale SA 0.07%
Williams Cos. Inc. 0.04%
Woodside Petroleum Ltd. 0.02%

Weapons

Airbus Se 0.10%
Amphenol Corp. 0.06%
Bae Systems PLC 0.03%
Boeing Co. 0.16%
General Dynamics Corp. 0.06%
Honeywell International Inc. 0.20%
Howmet Aerospace Inc. 0.02%
Jacobs Engineering Group Inc. 0.02%
L3Harris Technologies Inc. 0.06%
Larsen & Toubro Ltd. 0.02%
Leidos Holdings Inc. 0.02%
Lockheed Martin Corp. 0.11%
Northrop Grumman Corp. 0.07%
Raytheon Technologies Corp. 0.17%
Rolls-Royce Holdings PLC 0.02%
Safran SA 0.06%
Teledyne Technologies Inc. 0.03%
Textron Inc. 0.02%
Transdigm Group Inc. 0.04%

Tobacco

Alimentation Couche-Tard Inc. 0.04%
Altria Group Inc. 0.11%
British American Tobacco PLC 0.09%
Imperial Brands PLC 0.03%
Japan Tobacco Inc. 0.03%
Philip Morris International Inc. 0.20%
Seven & I Holdings Co. Ltd. 0.05%
Swedish Match Ab 0.02%

Gambling

Aristocrat Leisure Ltd. 0.03%
Caesars Entertainment Inc. 0.03%
Churchill Downs Inc. 0.01%
Draftkings Inc. 0.02%
Flutter Entertainment PLC 0.04%
Galaxy Entertainment Group Ltd. 0.02%
Gaming and Leisure Properties Inc. 0.01%
Las Vegas Sands Corp. 0.02%
Mgm Resorts International 0.02%
Penn National Gaming Inc. 0.02%
Scientific Games Corp. 0.01%
Vici Properties Inc. 0.02%
Wynn Resorts Ltd. 0.01%

Adult Entertainment/Pornography

Caesars Entertainment Inc. 0.03%
Mgm Resorts International 0.02%

Alcohol

Anheuser-Busch Inbev SA/Nv 0.06%
Asahi Group Holdings Ltd. 0.03%
Brown-Forman Corp. 0.02%
Carlsberg As 0.02%
China Resources Beer Holdings Co. Ltd. 0.02%
Constellation Brands Inc. 0.04%
Diageo PLC 0.15%
Heineken Nv 0.03%
Kirin Holdings Co. Ltd. 0.02%
Kweichow Moutai Co. Ltd. 0.03%
LVMH Moet Hennessy Louis Vuitton Se 0.24%
Pernod Ricard SA 0.06%

Palm Oil

Astra International Tbk Pt 0.01%
Rh 0.02%

GMOs

Corteva Inc. 0.04%

Human Rights & Environmental Violations

BHP Group Ltd. 0.10%
BHP Group PLC 0.07%
Bank Leumi Le-Israel Bm 0.02%
Barrick Gold Corp. 0.03%
Bayer AG 0.07%
Duke Energy Corp. 0.10%
Evergreen Marine Corp. Taiwan Ltd. 0.02%
Formosa Plastics Corp. 0.03%
Freeport-Mcmoran Inc. 0.06%
Glencore PLC 0.08%
Grupo Mexico Sab De Cv 0.02%
Johnson & Johnson 0.55%
Mmc Norilsk Nickel PJSC 0.02%
Motorola Solutions Inc. 0.05%
Mtn Group Ltd. 0.02%
Nestle SA 0.44%
Petroleo Brasileiro SA 0.05%
Pg&E Corp. 0.02%
Posco 0.02%
Rio Tinto Ltd. 0.04%
Rio Tinto PLC 0.09%
Royal Dutch Shell PLC 0.23%
Vale SA 0.07%

Animal Testing

Air Liquide SA 0.10%
Akzo Nobel Nv 0.03%
Albemarle Corp. 0.03%
Altria Group Inc. 0.11%
Archer-Daniels-Midland Co. 0.04%
Asahi Group Holdings Ltd. 0.03%
Avantor Inc. 0.03%
Basf Se 0.09%
Bayer AG 0.07%
British American Tobacco PLC 0.09%
Celanese Corp. 0.02%
Church & Dwight Co. Inc. 0.03%
Clorox Co. 0.03%
Coca-Cola Co. 0.27%
Corteva Inc. 0.04%
Covestro AG 0.02%
Croda International PLC 0.02%
Danone SA 0.05%
Dow Inc. 0.06%
Dupont De Nemours Inc. 0.05%
Eastman Chemical Co. 0.02%
Ecolab Inc. 0.07%
Entegris Inc. 0.02%
Estee Lauder Cos. Inc. 0.09%
Fmc Corp. 0.02%
Formosa Plastics Corp. 0.03%
Fujifilm Holdings Corp. 0.04%
General Mills Inc. 0.05%
Givaudan SA 0.06%
Glaxosmithkline PLC 0.12%
Henkel AG & Co. Kgaa 0.02%
Hermes International 0.06%
Hindustan Unilever Ltd. 0.04%
Honeywell International Inc. 0.20%
Hp Inc. 0.04%
Imperial Brands PLC 0.03%
Ingersoll Rand Inc. 0.03%
International Flavors & Fragrances Inc. 0.04%
Johnson & Johnson 0.55%
Kao Corp. 0.04%
Kellogg Co. 0.02%
Kerry Group PLC 0.03%
Keurig Dr Pepper Inc. 0.03%
Kimberly-Clark Corp. 0.06%
Kirin Holdings Co. Ltd. 0.02%
Koninklijke Dsm Nv 0.04%
Kraft Heinz Co. 0.03%
L'Oreal SA 0.13%
LVMH Moet Hennessy Louis Vuitton Se 0.24%
Linde PLC 0.20%
Lyondellbasell Industries Nv 0.03%
Marubeni Corp. 0.02%
Mondelez International Inc. 0.11%
Mosaic Co. 0.02%
Nan Ya Plastics Corp. 0.02%
Nestle SA 0.44%
Novozymes A/S 0.02%
Nutrien Ltd. 0.05%
PPG Industries Inc. 0.04%
Pepsico Inc. 0.28%
Philip Morris International Inc. 0.20%
Procter & Gamble Co. 0.44%
Reckitt Benckiser Group PLC 0.07%
Reliance Industries Ltd. 0.15%
Royal Dutch Shell PLC 0.23%
Seven & I Holdings Co. Ltd. 0.05%
Sherwin-Williams Co. 0.09%
Shin-Etsu Chemical Co. Ltd. 0.09%
Shiseido Co. Ltd. 0.03%
Sk Innovation Co. Ltd. 0.02%
Symrise AG 0.02%
Tesco PLC 0.03%
Umicore SA 0.02%
Unicharm Corp. 0.02%
Unilever PLC 0.18%

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% 31.5%
2020 -6.18% -0.74%
2019 9.46% 7.02%
2018 6.55% 8.3%
2017 10.40% 11.56%

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 Total World Stock ETF
    United States International Equities
    98.8161%
  • ANZ NZD Current Account
    New Zealand Cash and Equivalents AA-
    3.1956%

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% 3.13%
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% 96.87%
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:
    0.05%
  • Alcohol:
    0.75%
  • Animal Testing:
    6.40%
  • Fossil Fuels:
    3.41%
  • Gambling:
    0.26%
  • GMOs:
    0.04%
  • Human Rights & Environmental Violations:
    2.27%
  • Palm Oil:
    0.03%
  • Tobacco:
    0.57%
  • Weapons:
    1.34%

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 track the return (before tax fees and other expenses) of the FTSE Global All Cap Index."

Value $9.0M NZD
Period of data report Fri Dec. 31st 2021
Members 650
Fund started Mon Sept. 21st 2015
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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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.