Funds

SuperLife NZ Dividend Fund

Total Ethical Concerns: 14.24%

The average total concerns of all managed aggressive funds is 12.02%.

Companies of Concern

  • Fossil Fuels 9.78%

    • 7.15%
    • Channel Infrastructure
      2.63%
      2.63%
  • Environmental Harm 4.46%

    • Fonterra
      4.46%
      4.46%

From the Fund Provider

  • About this fund

    About this Fund

    Invests in New Zealand shares and is designed to track the return (before tax, fees and other expenses) of the S&P/NZX 50 High Dividend Index.

    Value $7.75M NZD
    Period of data report 31st March 2025
    Fund started 28th Oct. 2016
    Total annual fund fees 0.49%
    Total performance based fees 0.0%
    Manager's basic fee 0.38%
    Other management and administration charges 0.11%
    Total other charges 12.0
    Total other charges currency NZD

    Guy Roulston Elliffe

    Currently: Director (9 years, 4 months)
    Previously: Corporate Governance Manager - ACC (current position) (9 years, 11 months)

    Stuart Kenneth Reginald Millar

    Currently: Chief Investment Officer - Smartshares (5 years, 10 months)
    Previously: Head of Portfolio Management - ANZ Investments (6 years, 4 months)

    Anna Lennie Scott

    Currently: Chief Executive Officer - Smartshares (1 years, 6 months)
    Previously: Chief Operating Officer and Director - Hobson Wealth (5 years, 2 months)

    Alister John Williams

    Currently: Director (9 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 31st March 2025.

  • Past Returns

    Past Returns

    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
    2025 4.07% -4.32%
    2024 15.78% 2.46%
    2023 -4.85% -5.72%
    2022 3.53% 5.27%
    2021 35.55% 34.68%
    2020 -7.06% -18.25%
    2019 10.17% 20.42%
    2018 7.53% 1.71%

    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 31st March 2025.

  • Investments

    Top 10 Investments

    • Chorus Ltd

      New Zealand Australasian Equities

      9.92%
    • Spark New Zealand Ltd

      New Zealand Australasian Equities

      7.54%
    • Genesis Energy Ltd

      New Zealand Australasian Equities

      7.15%
    • Kiwi Property Group Ltd

      New Zealand Australasian Equities

      7.1%
    • Precinct Properties Group

      New Zealand Australasian Equities

      6.86%
    • Freightways Group Ltd

      New Zealand Australasian Equities

      5.88%
    • Fonterra Co-Operative Group Ltd

      New Zealand Australasian Equities

      4.46%
    • Heartland Group Holdings Ltd

      New Zealand Australasian Equities

      4.31%
    • Argosy Property Ltd

      New Zealand Australasian Equities

      4.25%
    • Air New Zealand Ltd

      New Zealand Australasian Equities

      4.19%
    Type Target Actual
    Cash and Cash Equivalents 0.0% 0.13%
    New Zealand Fixed Interest 0.0% 0.0%
    International Fixed Interest 0.0% 0.0%
    Australasian Equities 100.0% 99.87%
    International Equities 0.0% 0.0%
    Listed Properties 0.0% 0.0%
    Unlisted Properties 0.0% 0.0%
    Other 0.0% 0.0%
    Commodities 0.0% 0.0%

    Investment Mix

    How the money in this fund is invested by asset type.

    This information has been sourced from the quarterly data that each fund has filed with Disclose register to 31st March 2025.

This data is compiled by Mindful Money from the fund information and portfolios that each fund has filed with the Disclose register to 31st March 2025 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.

Issues of Concern

  • 0.0% Animal Cruelty
  • 0.0% Human Rights Violations
  • 0.0% Social Harm
  • 9.78% Fossil Fuels
  • 0.0% Weapons
  • 4.46% Environmental Harm

Companies of Concern

  • Fossil Fuels

    • 7.15%
    • Channel Infrastructure
      2.63%
      2.63%
  • Environmental Harm

    • Fonterra
      4.46%
      4.46%

About this Fund

Invests in New Zealand shares and is designed to track the return (before tax, fees and other expenses) of the S&P/NZX 50 High Dividend Index.

Value $7.75M NZD
Period of data report 31st March 2025
Fund started 28th Oct. 2016
Total annual fund fees 0.49%
Total performance based fees 0.0%
Manager's basic fee 0.38%
Other management and administration charges 0.11%
Total other charges 12.0
Total other charges currency NZD

Guy Roulston Elliffe

Currently: Director (9 years, 4 months)
Previously: Corporate Governance Manager - ACC (current position) (9 years, 11 months)

Stuart Kenneth Reginald Millar

Currently: Chief Investment Officer - Smartshares (5 years, 10 months)
Previously: Head of Portfolio Management - ANZ Investments (6 years, 4 months)

Anna Lennie Scott

Currently: Chief Executive Officer - Smartshares (1 years, 6 months)
Previously: Chief Operating Officer and Director - Hobson Wealth (5 years, 2 months)

Alister John Williams

Currently: Director (9 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 31st March 2025.

Past Returns

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
2025 4.07% -4.32%
2024 15.78% 2.46%
2023 -4.85% -5.72%
2022 3.53% 5.27%
2021 35.55% 34.68%
2020 -7.06% -18.25%
2019 10.17% 20.42%
2018 7.53% 1.71%

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 31st March 2025.

Top 10 Investments

  • Chorus Ltd

    New Zealand Australasian Equities

    9.92%
  • Spark New Zealand Ltd

    New Zealand Australasian Equities

    7.54%
  • Genesis Energy Ltd

    New Zealand Australasian Equities

    7.15%
  • Kiwi Property Group Ltd

    New Zealand Australasian Equities

    7.1%
  • Precinct Properties Group

    New Zealand Australasian Equities

    6.86%
  • Freightways Group Ltd

    New Zealand Australasian Equities

    5.88%
  • Fonterra Co-Operative Group Ltd

    New Zealand Australasian Equities

    4.46%
  • Heartland Group Holdings Ltd

    New Zealand Australasian Equities

    4.31%
  • Argosy Property Ltd

    New Zealand Australasian Equities

    4.25%
  • Air New Zealand Ltd

    New Zealand Australasian Equities

    4.19%
Type Target Actual
Cash and Cash Equivalents 0.0% 0.13%
New Zealand Fixed Interest 0.0% 0.0%
International Fixed Interest 0.0% 0.0%
Australasian Equities 100.0% 99.87%
International Equities 0.0% 0.0%
Listed Properties 0.0% 0.0%
Unlisted Properties 0.0% 0.0%
Other 0.0% 0.0%
Commodities 0.0% 0.0%

Investment Mix

How the money in this fund is invested by asset type.

This information has been sourced from the quarterly data that each fund has filed with Disclose register to 31st March 2025.