SuperLife Europe Fund

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Not Mindful
Type: Aggressive fund
Past Returns: 1.15%

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 any membership and % management 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

Aker Asa Class A 0.01%
Aker BP Asa 0.02%
Anglo American PLC 0.29%
BHP Group PLC 0.46%
Bollore SA 0.03%
BP P.L.C. 0.85%
Cairn Energy PLC 0.01%
Enagas SA 0.06%
Engie SA 0.22%
Eni S.P.A. 0.25%
Equinor Asa 0.16%
Euronav Nv 0.02%
Frontline Ltd. 0.01%
Galp Energia Sgps SA Class B 0.07%
Glencore PLC 0.23%
Grupa Lotos S.A. 0.02%
Neste Corporation 0.19%
OMV AG 0.05%
Pge Polska Grupa Energetyczna S.A. 0.01%
Polski Koncern Naftowy Orlen S.A. 0.06%
Polskie Gornictwo Naftowe I Gazownictwo SA 0.02%
Repsol SA 0.14%
Royal Dutch Shell PLC Class A 0.73%
Royal Dutch Shell PLC Class B 0.64%
Royal Vopak Nv 0.04%
Rubis Sca 0.05%
Rwe AG 0.21%
Saras S.P.A. - Raffinerie Sarde 0.01%
Snam S.P.A. 0.12%
Suez SA 0.05%
Total SA 1.01%

Weapons

Airbus Se 0.39%
Babcock International Group PLC 0.01%
Bae Systems PLC 0.22%
Chemring Group PLC 0.01%
Dassault Aviation SA 0.02%
G4S PLC 0.02%
Kongsberg Gruppen Asa 0.01%
Leonardo Spa 0.03%
Meggitt PLC 0.03%
Qinetiq Group PLC 0.02%
Rheinmetall AG 0.04%
Rolls-Royce Holdings PLC 0.07%
Saab Ab Class B 0.03%
Safran S.A. 0.34%
Serco Group PLC 0.02%
Thales SA 0.09%
Ultra Electronics Holdings PLC 0.02%

Tobacco

British American Tobacco P.L.C. 0.97%
British American Tobacco PLC Sponsored Adr 0.04%
Compania De Distribucion Integral Logista Holdings S.A. 0.01%
Essentra PLC 0.01%
Imperial Brands PLC 0.19%
Scandinavian Tobacco Group A/S 0.01%
Swedish Match Ab 0.13%

Gambling

888 Holdings PLC 0.01%
Betsson Ab Class B 0.01%
Evolution Gaming Group Ab 0.08%
Gvc Holdings PLC 0.06%
Netent Ab Class B 0.01%
Playtech PLC 0.01%
Stars Group Inc 0.05%
William Hill PLC 0.02%

Adult Entertainment/Pornography

Valora Holding AG 0.01%

Alcohol

Anheuser-Busch Inbev SA/Nv 0.40%
Carlsberg A/S Class B 0.15%
Davide Campari-Milano S.P.A. 0.05%
Diageo PLC 0.90%
Heineken Holding N.V. 0.10%
Heineken Nv 0.24%
LVMH Moet Hennessy Louis Vuitton Se 1.17%
Pernod Ricard SA 0.37%
Remy Cointreau SA 0.03%
Royal Unibrew A/S 0.04%

Palm Oil

Aak Ab 0.03%

GMOs

Basf Se 0.56%
Bayer AG 0.75%
Kws Saat Se & Co Kgaa 0.01%
Novartis AG 2.07%
Novozymes A/S Class B 0.12%
Stora Enso Oyj Class R 0.08%

Human Rights & Environmental Violations

BHP Group PLC 0.46%
Glencore PLC 0.23%
Nestle S.A. 3.50%
Rio Tinto PLC 0.67%
Royal Dutch Shell PLC Class A 0.73%
Royal Dutch Shell PLC Class B 0.64%

Animal Testing

Air Liquide SA 0.100%
Air Liquide SA Temp 0.610%
Akzo Nobel N.V. 0.180%
Arkema SA 0.070%
Associated British Foods PLC 0.090%
Basf Se 0.560%
Bayer AG 0.750%
Beiersdorf AG 0.120%
British American Tobacco P.L.C. 0.970%
British American Tobacco PLC Sponsored Adr 0.040%
Burberry Group PLC 0.080%
Chr. Hansen Holding A/S 0.110%
Clariant AG 0.040%
Coca-Cola Hbc AG 0.060%
Croda International PLC 0.090%
Danone SA 0.460%
Elementis PLC 0.010%
Evonik Industries AG 0.050%
Givaudan SA 0.370%
Glaxosmithkline PLC 1.130%
Henkel AG & Co. Kgaa 0.070%
Henkel AG & Co. Kgaa Pref 0.190%
Imperial Brands PLC 0.190%
Interparfums 0.010%
J Sainsbury PLC 0.040%
Jeronimo Martins Sgps SA 0.050%
Johnson Matthey PLC 0.060%
Koninklijke Dsm N.V. 0.250%
L'Oreal SA 0.260%
L'Oreal SA Temp 0.530%
Lanxess AG 0.050%
LVMH Moet Hennessy Louis Vuitton Se 1.170%
Nestle S.A. 3.500%
Novozymes A/S Class B 0.120%
Reckitt Benckiser Group PLC 0.630%
Royal Dutch Shell PLC Class A 0.730%
Royal Dutch Shell PLC Class B 0.640%
Salvatore Ferragamo S.P.A. 0.010%
Societe Bic SA 0.020%
Solvay SA 0.060%
Svenska Cellulosa Aktiebolaget Class B 0.090%
Symrise AG 0.160%
Synthomer PLC 0.010%
Tesco PLC 0.310%
Tessenderlo Group N.V. 0.010%
Unilever Nv 0.790%
Unilever PLC 0.650%
Victrex PLC 0.020%
Wacker Chemie AG 0.010%

This data is compiled by Mindful Money from the fund information and portfolios that each fund has filed with the Disclose register to Tue March 31st 2020 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 and research organisations.

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
2020 -7.57% -6.48%
2019 10.01% 0.03%
2018 7.40% 9.89%

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 Tue June 30th 2020.

Showing the top 10 investments for this fund:

  • Vanguard FTSE Europe ETF
    United States International Equities
    100.0%
  • Westpac Current Account
    New Zealand Cash and Equivalents AA-
    0.87%

This information has been sourced from the quarterly data that each fund has filed with Disclose register Tue June 30th 2020.

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

Target

Actual


Type Target Actual
Cash and Cash Equivalents 1.0% 0.87%
New Zealand Fixed Interest 0.0% 0.0%
International Fixed Interest 0.0% 0.0%
Australasian Equities 0.0% 0.0%
International Equities 99.0% 99.13%
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 Tue June 30th 2020.

Does this fund have a policy to exclude any industries from its investments? The first column shows if the fund has a 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:
    0.01%
  • Alcohol:
    3.51%
  • Animal Testing:
    16.53%
  • Fossil Fuels:
    6.04%
  • Gambling:
    0.25%
  • GMOs:
    3.59%
  • Human Rights & Environmental Violations:
    6.23%
  • Palm Oil:
    0.03%
  • Tobacco:
    1.36%
  • Weapons:
    1.37%

This data is compiled by Mindful Money from the fund information and portfolios that each fund has filed with the Disclose register to Tue March 31st 2020 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 and research organisations.

Note that the fund’s intended exclusions may not be consistent with the analysis of the portfolio because of timing issues or because there are companies of concern in indirect investments by the fund.

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.

In their own words

"The Europe Fund invests in the Smartshares Exchange Traded Funds' Smartshares Europe ETF."

Value $5.5M NZD
Period of data report Tue June 30th 2020
Members 276
Fund started Fri Oct. 28th 2016
Total annual fund fees 0.49%
Total performance based fees 0.0%
Manager's basic fee 0.36%
Administration charges 0.13%
Total other charges 12.0
Total other charges currency NZD

Key Personnel

Guy Roulston Elliffe

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

Stuart Kenneth Reginald Millar

Currently: Chief Investment Officer - Smartshares (0 years, 10 months)
Previously: Head of Portfolio Management - ANZ Investments (6 years, 4 months)

Hugh Duncan Stevens

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

Alister John Williams

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

This information has been sourced from the quarterly data that each fund has filed with Disclose register to Tue June 30th 2020.

Downloads

Download the fund's disclosure statement and portfolio holdings.

Latest news

You should be prudent about your investment.

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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.