SuperLife Asia Pacific Fund

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Type: Aggressive fund
Past Returns: 7.08%

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

Annual Fees: 0.49%

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

Apa Group 0.11%
BHP Group Ltd 1.18%
Beach Energy Limited 0.03%
Ck Hutchison Holdings Ltd 0.25%
Coca-Cola Amatil Limited 0.06%
Cosmo Energy Holdings Co., Ltd. 0.02%
Eneos Holdings, Inc. 0.16%
Gs Holdings Corp. 0.02%
Hong Kong & China Gas Co. Ltd. 0.19%
Hyundai Heavy Industries Holdings Co., Ltd. 0.03%
Idemitsu Kosan Co., Ltd. 0.07%
Inpex Corporation 0.07%
Itochu Corporation 0.52%
Jardine Cycle & Carriage Limited 0.02%
Jardine Matheson Holdings Limited 0.16%
Jardine Strategic Holdings Limited 0.07%
Lg Corp 0.08%
Marubeni Corporation 0.15%
Mitsubishi Corporation 0.39%
Mitsubishi Materials Corp. 0.03%
Mitsui & Co.,Ltd 0.40%
Mitsui Mining and Smelting Company, Limited 0.02%
Mitsui O.S.K.Lines,Ltd. 0.05%
Nippo Corporation 0.02%
Nippon Steel Corp. 0.16%
Nippon Yusen Kabushiki Kaisha 0.07%
Oil Search Limited 0.08%
Origin Energy Limited 0.07%
Osaka Gas Co., Ltd. 0.09%
Posco 0.22%
Posco Chemical Co., Ltd. 0.04%
S-Oil Corporation 0.03%
Santos Limited 0.12%
Sk Innovation Co., Ltd 0.12%
Sojitz Corp. 0.04%
South32 Ltd. 0.12%
Sumitomo Corporation 0.19%
Tokyo Gas Co., Ltd. 0.11%
United Energy Group Limited 0.02%
Washington H. Soul Pattinson and Co. Ltd. 0.03%
Woodside Petroleum Ltd 0.20%

Weapons

Daicel Corporation 0.02%
Furukawa Electric Co., Ltd. 0.02%
Hanjin Kal Corp. 0.02%
Hanwha Aerospace Co., Ltd. 0.02%
Hyundai Rotem Co. 0.02%
Ihi Corporation 0.03%
Jfe Holdings, Inc. 0.07%
Kawasaki Heavy Industries Ltd. 0.04%
Korea Aerospace Industries, Ltd. 0.02%
Mitsubishi Heavy Industries, Ltd. 0.10%
Nof Corporation 0.04%
Singapore Technologies Engineering Ltd 0.05%

Tobacco

Huabao International Holdings Limited 0.01%
Japan Tobacco Inc. 0.27%
Lawson, Inc. 0.02%
Seven & I Holdings Co., Ltd. 0.36%

Gambling

Aristocrat Leisure Limited 0.20%
Crown Resorts Limited 0.04%
Galaxy Entertainment Group Limited 0.23%
Genting Singapore Limited 0.05%
Kangwon Land, Inc. 0.03%
Melco International Development Limited 0.02%
Mgm China Holdings Limited 0.02%
Nagacorp Ltd. 0.02%
Pointsbet Holdings Ltd. 0.02%
Sands China Ltd. 0.14%
Sega Sammy Holdings Inc. 0.04%
Sjm Holdings Limited 0.03%
Skycity Entertainment Group Limited 0.02%
Star Entertainment Group Limited 0.03%
Tabcorp Holdings Limited 0.09%
Wynn Macau Ltd. 0.03%

Alcohol

Asahi Group Holdings,Ltd. 0.21%
Asahi Holdings, Inc. 0.02%
Budweiser Brewing Co. Apac Ltd. 0.06%
Coca-Cola Amatil Limited 0.06%
Graincorp Limited Class A 0.01%
Hitejinro Co Ltd 0.01%
Kato Sangyo Co., Ltd. 0.01%
Kirin Holdings Company, Limited 0.17%
Metcash Limited 0.03%
Sapporo Holdings Limited 0.02%
Takara Holdings Inc. 0.03%
Treasury Wine Estates Limited 0.07%
Want Want China Holdings Limited 0.05%

Palm Oil

First Resources Ltd. (Singapore) 0.01%
Fuji Oil Holdings, Inc. 0.02%
Genting Singapore Limited 0.05%
Golden Agri-Resources Ltd 0.01%
Jardine Cycle & Carriage Limited 0.02%
Posco 0.22%
Posco Chemical Co., Ltd. 0.04%
Posco International Corporation 0.01%
Wilmar International Limited 0.10%

Human Rights & Environmental Violations

BHP Group Ltd 1.18%
Posco 0.22%
Posco Chemical Co., Ltd. 0.04%
Rio Tinto Limited 0.37%
Tokyo Electric Power Company Holdings, Incorporated 0.06%
Wilmar International Limited 0.10%

Animal Testing

Adeka Corp. 0.020%
Air Water Inc. 0.040%
Amorepacific Corp. 0.090%
Amorepacific Group, Inc. 0.020%
Asahi Group Holdings,Ltd. 0.210%
Coca-Cola Amatil Limited 0.060%
Daicel Corporation 0.020%
Ezaki Glico Co., Ltd. 0.020%
Fancl Corporation 0.030%
Fujifilm Holdings Corp 0.250%
Hansol Chemical Co., Ltd 0.020%
Hanwha Solutions Corporation 0.050%
Idemitsu Kosan Co., Ltd. 0.070%
Kagome Co., Ltd. 0.030%
Kansai Paint Co., Ltd. 0.060%
Kao Corp. 0.360%
Kewpie Corporation 0.030%
Kikkoman Corporation 0.130%
Kirin Holdings Company, Limited 0.170%
Kose Corporation 0.050%
Kumho Petrochemical Co., Ltd. 0.050%
L'Occitane International S.A. 0.020%
Lg Household & Health Care Ltd 0.150%
Lotte Chemical Corp. 0.050%
Marubeni Corporation 0.150%
Mitsubishi Gas Chemical Company, Inc. 0.050%
Mitsui Chemicals, Inc. 0.070%
Morinaga Milk Industry Co., Ltd. 0.020%
Nagase & Co., Ltd. 0.020%
Nippon Paint Holdings Co.Ltd. 0.130%
Nippon Shokubai Co., Ltd. 0.020%
Nippon Suisan Kaisha, Ltd. 0.020%
Nissan Chemical Corporation 0.080%
Nufarm Limited 0.020%
Oci Co., Ltd 0.020%
Orica Limited 0.050%
Pola Orbis Holdings Inc. 0.020%
Prada S.P.A. 0.040%
Ricoh Company, Ltd. 0.080%
Seven & I Holdings Co., Ltd. 0.360%
Shin-Etsu Chemical Co Ltd 0.780%
Shiseido Company,Limited 0.300%
Showa Denko K.K. 0.050%
Sk Innovation Co., Ltd 0.120%
Skc Co., Ltd. 0.020%
Sumitomo Chemical Co., Ltd. 0.090%
Tokai Carbon Co., Ltd. 0.040%
Tosoh Corporation 0.060%
Unicharm Corporation 0.190%

This data is compiled by Mindful Money from the fund information and portfolios that each fund has filed with the Disclose register to Wed March 31st 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 36.18% 25.57%
2020 -7.01% -2.48%
2019 9.82% -1.85%
2018 7.69% 10.39%

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 fund has filed with Disclose register to Wed March 31st 2021.

Showing the top 10 investments for this fund:

  • Vanguard FTSE Pacific ETF
    United States International Equities
    99.4308%
  • ANZ NZD Current Account
    New Zealand Cash and Equivalents AA-
    0.6376%

This information has been sourced from the quarterly data that each fund has filed with Disclose register Wed March 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% 0.64%
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% 99.36%
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 fund has filed with Disclose register to Wed March 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:
    0.00%
  • Alcohol:
    0.75%
  • Animal Testing:
    5.07%
  • Fossil Fuels:
    5.91%
  • Gambling:
    1.05%
  • GMOs:
    0.00%
  • Human Rights & Environmental Violations:
    1.99%
  • Palm Oil:
    0.48%
  • Tobacco:
    0.66%
  • Weapons:
    0.49%

This data is compiled by Mindful Money from the fund information and portfolios that each fund has filed with the Disclose register to Wed March 31st 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 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) on the FTSE Developed Asia Pacific All Cap Index."

Value $7.8M NZD
Period of data report Wed March 31st 2021
Fund started Fri Oct. 28th 2016
Total annual fund fees 0.49%
Total performance based fees 0.0%
Manager's basic fee 0.48%
Other management and administration charges 0.01%
Total other charges 12.0
Total other charges currency NZD

Key Personnel

Guy Roulston Elliffe

Currently: Director (5 years, 4 months)
Previously: Corporate Governance Manager - ACC (current position) (5 years, 11 months)

Stuart Kenneth Reginald Millar

Currently: Chief Investment Officer - Smartshares (1 years, 10 months)
Previously: Head of Portfolio Management - ANZ Investments (6 years, 4 months)

Hugh Duncan Stevens

Currently: Chief Executive Officer - Smartshares (3 years, 1 months)
Previously: Chief Operating Officer - Implemented Investment Solutions Ltd (2 years, 6 months)

Alister John Williams

Currently: Director (5 years, 4 months)
Previously: Investment Manager - Trust Management (6 years, 2 months)

This information has been sourced from the quarterly data that each fund has filed with Disclose register to Wed March 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.