SuperLife Emerging Markets Fund

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Fund type: Aggressive fund

Past Returns: 5.38%

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

Annual Fees: 0.63%

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

Adani Enterprises Ltd. 0.09%
Adani Power Ltd. 0.03%
Adaro Energy Indonesia Tbk Pt 0.03%
African Rainbow Minerals Ltd. 0.03%
Alfa Sab De Cv 0.03%
Aluminum Corp. Of China Ltd. 0.03%
Aneka Tambang Tbk 0.02%
Astra International Tbk Pt 0.12%
Bharat Petroleum Corp. Ltd. 0.06%
China Coal Energy Co. Ltd. 0.02%
China Petrochemical Development Corp. 0.02%
China Petroleum & Chemical Corp. 0.17%
China Shenhua Energy Co. Ltd. 0.14%
Citic Ltd. 0.07%
Coal India Ltd. 0.06%
Cosan SA 0.08%
Ecopetrol SA 0.06%
Empresas Copec SA 0.05%
Engie Brasil Energia SA 0.02%
Exxaro Resources Ltd. 0.05%
Formosa Petrochemical Corp. 0.06%
Gail India Ltd. 0.05%
Grupo De Inversiones Suramericana SA 0.02%
Hindustan Petroleum Corp. Ltd. 0.03%
Indian Oil Corp. Ltd. 0.06%
Jindal Steel & Power Ltd. 0.04%
Jsw Energy Ltd. 0.02%
Kunlun Energy Co. Ltd. 0.04%
Misc Bhd. 0.04%
Mol Hungarian Oil & Gas PLC 0.04%
Petro Rio SA 0.04%
Petrochina Co. Ltd. 0.13%
Petronas Gas Bhd. 0.03%
Petronet Lng Ltd. 0.02%
Ptt Exploration & Production Pcl 0.08%
Ptt Global Chemical Pcl 0.04%
Ptt Oil & Retail Business Pcl 0.02%
Ptt Pcl 0.22%
Public Power Corp. SA 0.02%
Qatar Gas Transport Co. Ltd. 0.03%
Rabigh Refining & Petrochemical Co. 0.02%
Reliance Industries Ltd. 1.44%
Sasol Ltd. 0.17%
Saudi Arabian Oil Co. 0.37%
Turkiye Petrol Rafinerileri As 0.02%
United Tractors Tbk Pt 0.03%
Vale SA 1.04%
Vedanta Ltd. 0.08%

Weapons

Aselsan Elektronik Sanayi Ve Ticaret As 0.01%
Ashok Leyland Ltd. 0.03%
Avichina Industry & Technology Co. Ltd. 0.02%
Ayala Corp. 0.07%
Bharat Electronics Ltd. 0.04%
China National Nuclear Power Co. Ltd. 0.01%
Embraer SA 0.02%
Larsen & Toubro Infotech Ltd. 0.05%
Larsen & Toubro Ltd. 0.20%
Tata Power Co. Ltd. 0.08%

Tobacco

Gudang Garam Tbk Pt 0.01%
Haci Omer Sabanci Holding As 0.01%
Reinet Investments Sca 0.04%
Rlx Technology Inc. 0.02%
Smoore International Holdings Ltd. 0.05%
Yunnan Energy New Material Co. Ltd. 0.02%

Gambling

Genting Bhd. 0.03%
Genting Malaysia Bhd. 0.02%
Opap SA 0.04%

Alcohol

Alliance Global Group Inc. 0.01%
Ambev SA 0.18%
Anhui Gujing Distillery Co. Ltd. 0.02%
Becle Sab De Cv 0.02%
Beijing Enterprises Holdings Ltd. 0.02%
China Resources Beer Holdings Co. Ltd. 0.12%
Distell Group Holdings Ltd. 0.01%
Jiangsu Yanghe Brewery Joint-Stock Co. Ltd. 0.02%
Kweichow Moutai Co. Ltd. 0.29%
Luzhou Laojiao Co. Ltd. 0.04%
Radico Khaitan Ltd. 0.01%
Shanxi Xinghuacun Fen Wine Factory Co. Ltd. 0.04%
Tsingtao Brewery Co. Ltd. 0.05%
United Breweries Ltd. 0.02%
United Spirits Ltd. 0.04%
Wuliangye Yibin Co. Ltd. 0.08%

Palm Oil

Astra International Tbk Pt 0.12%
Ijm Corp. Bhd. 0.02%
Indofood Cbp Sukses Makmur Tbk Pt 0.01%
Indofood Sukses Makmur Tbk Pt 0.02%
Ioi Corp. Bhd. 0.04%
Kuala Lumpur Kepong Bhd. 0.03%
Ppb Group Bhd. 0.04%
Sime Darby Plantation Bhd. 0.05%

Human Rights & Environmental Violations

Adani Enterprises Ltd. 0.09%
Adani Ports & Special Economic Zone Ltd. 0.10%
Astra International Tbk Pt 0.12%
Centrais Eletricas Brasileiras SA 0.08%
China Petroleum & Chemical Corp. 0.17%
China Traditional Chinese Medicine Holdings Co. Ltd. 0.02%
Evergreen Marine Corp. Taiwan Ltd. 0.12%
Formosa Chemicals & Fibre Corp. 0.12%
Genting Bhd. 0.03%
Grupo Mexico Sab De Cv 0.24%
Ijm Corp. Bhd. 0.02%
Jbs SA 0.14%
Li Ning Co. Ltd. 0.25%
Mtn Group Ltd. 0.30%
Nestle Malaysia Bhd. 0.02%
Page Industries Ltd. 0.04%
Petrochina Co. Ltd. 0.13%
Petroleo Brasileiro SA 0.84%
Vale SA 1.05%
Vedanta Ltd. 0.08%
Zijin Mining Group Co. Ltd. 0.15%
Zte Corp. 0.02%

Animal Testing

Avi Ltd. 0.02%
Berger Paints India Ltd. 0.03%
Charoen Pokphand Foods Pcl 0.04%
China Feihe Ltd. 0.03%
China Petrochemical Development Corp. 0.02%
Colgate-Palmolive India Ltd. 0.03%
Deepak Nitrite Ltd. 0.03%
Emami Ltd. 0.02%
Eternal Materials Co. Ltd. 0.02%
Far Eastern New Century Corp. 0.05%
Formosa Chemicals & Fibre Corp. 0.12%
Formosa Plastics Corp. 0.23%
Hengan International Group Co. Ltd. 0.04%
Hindustan Unilever Ltd. 0.30%
Itc Ltd. 0.12%
Kimberly-Clark De Mexico Sab De Cv 0.02%
Marico Ltd. 0.04%
Nan Ya Plastics Corp. 0.23%
Navin Fluorine International Ltd. 0.02%
Nestle Malaysia Bhd. 0.02%
Orbia Advance Corp. Sab De Cv 0.03%
Petronas Chemicals Group Bhd. 0.08%
Pi Industries Ltd. 0.03%
Ppb Group Bhd. 0.04%
Reliance Industries Ltd. 1.44%
Sahara International Petrochemical Co. 0.07%
Sasol Ltd. 0.17%
Sociedad Quimica Y Minera De Chile SA 0.16%
Supreme Industries Ltd. 0.02%
Taiwan Fertilizer Co. Ltd. 0.02%
Tata Chemicals Ltd. 0.03%
Tongwei Co. Ltd. 0.02%
Turkiye Sise Ve Cam Fabrikalari As 0.02%
Unilever Indonesia Tbk Pt 0.02%
Upl Ltd. 0.07%
Wanhua Chemical Group Co. Ltd. 0.03%

This data is compiled by Mindful Money from the fund information and portfolios that each fund has filed with the Disclose register to Thu March 31st 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.

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 3.19% -7.65%
2021 36.07% 32.56%
2020 -7.33% -8.78%
2019 10.16% -2.51%
2018 7.53% 12.86%

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 Thu March 31st 2022.

Showing the top 10 investments for this fund:

  • Vanguard FTSE Emerging Markets ETF
    United States International Equities
    99.5535%
  • ANZ NZD Current Account
    New Zealand Cash and Equivalents AA-
    6.498%

This information has been sourced from the quarterly data that each fund has filed with Disclose register Thu March 31st 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% 0.39%
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% 99.61%
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 Thu March 31st 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).

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:
    0.97%
  • Animal Testing:
    3.81%
  • Fossil Fuels:
    5.55%
  • Gambling:
    0.09%
  • GMOs:
    0.00%
  • Human Rights & Environmental Violations:
    4.18%
  • Palm Oil:
    0.33%
  • Tobacco:
    0.15%
  • Weapons:
    0.53%

This data is compiled by Mindful Money from the fund information and portfolios that each fund has filed with the Disclose register to Thu March 31st 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 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 is designed to track the return (before tax, fees and other expense) of the FTSE Emerging Markets All Cap China A Inclusion Index."

Value $49M NZD
Period of data report Thu March 31st 2022
Fund started Fri Oct. 28th 2016
Total annual fund fees 0.63%
Total performance based fees 0.0%
Manager's basic fee 0.62%
Other management and administration charges 0.01%
Total other charges 12.0
Total other charges currency NZD

Key Personnel

Guy Roulston Elliffe

Currently: Director (6 years, 4 months)
Previously: Corporate Governance Manager - ACC (current position) (6 years, 11 months)

Stuart Kenneth Reginald Millar

Currently: Chief Investment Officer - Smartshares (2 years, 10 months)
Previously: Head of Portfolio Management - ANZ Investments (6 years, 4 months)

Hugh Duncan Stevens

Currently: Chief Executive Officer - Smartshares (4 years, 1 months)
Previously: Chief Operating Officer - Implemented Investment Solutions Ltd (2 years, 6 months)

Alister John Williams

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

This information has been sourced from the quarterly data that each fund has filed with Disclose register to Thu March 31st 2022.

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.