SuperLife Overseas Shares (Currency Hedged) Fund

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Not Mindful
Type: Aggressive fund
Past Returns: 11.01%

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

Annual Fees: 0.48%

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 0.09%
Apa Corp.(Apa) 0.01%
Apa Group 0.02%
Arcelormittal SA 0.04%
BHP Group Ltd 0.18%
BHP Group PLC 0.11%
BP P.L.C. 0.16%
Cheniere Energy, Inc. 0.02%
Chevron Corporation 0.28%
Ck Hutchison Holdings Ltd 0.04%
Coca-Cola Company 0.30%
Conocophillips 0.10%
Diamondback Energy Inc.(Fang) 0.02%
Dominion Energy Inc 0.08%
Enagas SA 0.01%
Enbridge Inc. 0.01%
Eneos Holdings, Inc. 0.02%
Engie SA. Temp 0.03%
Eni S.P.A. 0.05%
Eog Resources, Inc. 0.05%
Eqt Ab 0.01%
Equinor Asa 0.03%
Exxon Mobil Corporation 0.34%
Galp Energia Sgps SA Class B 0.01%
Glencore PLC 0.08%
Hess Corporation 0.04%
Hong Kong & China Gas Co. Ltd. 0.03%
Idemitsu Kosan Co., Ltd. 0.01%
Inpex Corporation 0.01%
Itochu Corporation 0.07%
Jardine Matheson Holdings Limited 0.02%
Jardine Strategic Holdings Limited 0.01%
Kinder Morgan Inc Class P 0.04%
Lg Corp 0.01%
Loews Corporation 0.02%
Lundin Energy Ab 0.01%
Lyondellbasell Industries Nv 0.06%
Marathon Petroleum Corporation 0.06%
Marubeni Corporation 0.02%
Mitsubishi Corporation 0.06%
Mitsui & Co.,Ltd 0.06%
Naturgy Energy Group, S.A. 0.01%
Neste Corporation 0.04%
Nippon Steel Corp. 0.02%
Nippon Yusen Kabushiki Kaisha 0.01%
OMV AG 0.01%
Occidental Petroleum Corporation 0.07%
Oil Search Limited 0.01%
Oneok, Inc. 0.06%
Origin Energy Limited 0.01%
Osaka Gas Co., Ltd. 0.01%
Phillips 66 0.08%
Pioneer Natural Resources Company 0.07%
Posco 0.03%
Public Service Enterprise Group Inc 0.04%
Repsol SA 0.03%
Royal Dutch Shell PLC Class A 0.15%
Royal Dutch Shell PLC Class B 0.14%
Santos Limited 0.02%
Sk Innovation Co., Ltd 0.02%
Snam S.P.A. 0.02%
South32 Ltd. 0.02%
Sumitomo Corporation 0.03%
Targa Resources Corp.(Trgp) 0.02%
Texas Pacific Land Corp.(Tpl) 0.02%
Tokyo Gas Co., Ltd. 0.02%
Total Se 0.23%
Ugi Corp.(Ugi) 0.01%
Valero Energy Corporation 0.08%
Williams Companies, Inc. 0.06%
Woodside Petroleum Ltd 0.03%

Weapons

Airbus Se 0.11%
Amphenol Corporation Class A 0.09%
Axon Enterprise Inc.(Axon) 0.01%
Bae Systems PLC 0.04%
Boeing Company 0.13%
Booz Allen Hamilton Holding Corp. Class A(Bah) 0.02%
Exor N.V. 0.01%
General Dynamics Corporation 0.06%
Heico Corporation Class A 0.01%
Honeywell International Inc. 0.22%
Howmet Aerospace Inc.(Hwm) 0.02%
Huntington Ingalls Industries Inc.(Hii) 0.01%
Jacobs Engineering Group Inc. 0.04%
Jfe Holdings, Inc. 0.01%
L3Harris Technologies Inc 0.03%
Leidos Holdings Inc.(Ldos) 0.01%
Lockheed Martin Corporation 0.10%
Mitsubishi Heavy Industries, Ltd. 0.01%
Northrop Grumman Corporation 0.07%
Raytheon Technologies Corporation 0.17%
Rolls-Royce Holdings PLC 0.02%
Safran S.A. 0.08%
Teledyne Technologies Inc.(Tdy) 0.02%
Teledyne Technologies Incorporated 0.01%
Textron Inc. 0.02%
Thales SA 0.02%
Transdigm Group Incorporated 0.08%
Woodward Inc.(Wwd) 0.01%

Tobacco

Altria Group Inc 0.14%
British American Tobacco P.L.C. 0.16%
Imperial Brands PLC 0.03%
Japan Tobacco Inc. 0.04%
Philip Morris International Inc. 0.20%
Seven & I Holdings Co., Ltd. 0.05%
Swedish Match Ab 0.02%

Gambling

Aristocrat Leisure Limited 0.03%
Caesars Entertainment Inc 0.02%
Caesars Entertainment Inc.(Czr) 0.01%
Draftkings Inc Class A 0.02%
Evolution Gaming Group Ab 0.04%
Flutter Entertainment PLC 0.06%
Galaxy Entertainment Group Limited 0.03%
Gaming and Leisure Properties Inc.(Glpi) 0.01%
Las Vegas Sands Corp. 0.03%
Mgm Resorts International 0.03%
Penn National Gaming, Inc. 0.02%
Sands China Ltd. 0.02%
Tabcorp Holdings Limited 0.01%
Vici Properties Inc.(Vici) 0.04%
Wynn Resorts, Limited 0.02%

Adult Entertainment/Pornography

Caesars Entertainment Inc 0.02%
Caesars Entertainment Inc.(Czr) 0.01%
Mgm Resorts International 0.03%

Alcohol

Anheuser-Busch Inbev SA/Nv 0.10%
Asahi Group Holdings,Ltd. 0.03%
Brown-Forman Corporation Class B 0.01%
Carlsberg A/S Class B 0.03%
Constellation Brands, Inc. Class A 0.05%
Davide Campari-Milano N.V. 0.01%
Diageo PLC 0.18%
Heineken Holding N.V. 0.02%
Heineken Nv 0.05%
Kirin Holdings Company, Limited 0.02%
LVMH Moet Hennessy Louis Vuitton Se 0.32%
Pernod Ricard SA 0.07%
Treasury Wine Estates Limited 0.01%

Palm Oil

Posco 0.03%
Wilmar International Limited 0.01%

GMOs

Corteva Inc 0.09%

Human Rights & Environmental Violations

Archer-Daniels-Midland Company 0.06%
BHP Group Ltd 0.18%
BHP Group PLC 0.11%
Bayer AG 0.11%
Chevron Corporation 0.28%
Duke Energy Corporation 0.10%
Freeport-Mcmoran, Inc. 0.09%
Glencore PLC 0.08%
Johnson & Johnson 0.62%
Motorola Solutions, Inc. 0.06%
Nestle S.A. 0.62%
Posco 0.03%
Rh(Rh) 0.04%
Rio Tinto Limited 0.05%
Rio Tinto PLC 0.16%
Royal Dutch Shell PLC Class A 0.15%
Royal Dutch Shell PLC Class B 0.14%
Sempra Energy 0.05%
Wilmar International Limited 0.01%

Animal Testing

Air Liquide SA 0.020%
Air Liquide SA Temp 0.110%
Akzo Nobel N.V. 0.040%
Albemarle Corporation 0.030%
Altria Group Inc 0.140%
Amorepacific Corp. 0.010%
Archer-Daniels-Midland Company 0.060%
Arkema SA 0.020%
Asahi Group Holdings,Ltd. 0.030%
Associated British Foods PLC 0.020%
Basf Se 0.150%
Bayer AG 0.110%
Beiersdorf AG 0.020%
British American Tobacco P.L.C. 0.160%
Burberry Group PLC 0.020%
Celanese Corporation 0.040%
Chevron Corporation 0.280%
Chr. Hansen Holding A/S 0.020%
Church & Dwight Co., Inc. 0.040%
Clorox Company 0.050%
Coca-Cola Company 0.300%
Corteva Inc 0.090%
Covestro AG 0.020%
Croda International PLC 0.020%
Danone SA 0.080%
Dow, Inc. 0.060%
Dupont De Nemours, Inc. 0.050%
Eastman Chemical Company 0.020%
Ecolab Inc. 0.040%
Ems-Chemie Holding AG 0.010%
Estee Lauder Companies Inc. Class A 0.050%
Evonik Industries AG 0.010%
Fmc Corporation 0.020%
Fujifilm Holdings Corp 0.040%
General Mills, Inc. 0.050%
Givaudan SA 0.060%
Glaxosmithkline PLC 0.170%
Henkel AG & Co. Kgaa 0.020%
Henkel AG & Co. Kgaa Pref 0.040%
Hermes International Sca 0.060%
Honeywell International Inc. 0.220%
Hp Inc. 0.050%
Idemitsu Kosan Co., Ltd. 0.010%
Imperial Brands PLC 0.030%
Ingersoll Rand Inc. 0.050%
International Flavors & Fragrances Inc. 0.090%
J Sainsbury PLC 0.010%
Johnson & Johnson 0.620%
Johnson Matthey PLC 0.020%
Kao Corp. 0.050%
Kellogg Company 0.030%
Kerry Group PLC Class A 0.030%
Keurig Dr Pepper Inc. 0.010%
Kikkoman Corporation 0.020%
Kimberly-Clark Corporation 0.060%
Kirin Holdings Company, Limited 0.020%
Koninklijke Dsm N.V. 0.050%
Kraft Heinz Company 0.030%
L'Oreal SA 0.030%
L'Oreal SA Temp 0.140%
LVMH Moet Hennessy Louis Vuitton Se 0.320%
Lanxess AG 0.010%
Lg Household & Health Care Ltd 0.020%
Linde PLC 0.140%
Lyondellbasell Industries Nv 0.060%
Marubeni Corporation 0.020%
Mitsui Chemicals, Inc. 0.010%
Mondelez International, Inc. Class A 0.120%
Nestle S.A. 0.600%
Nippon Paint Holdings Co.Ltd. 0.020%
Nissan Chemical Corporation 0.010%
Novozymes A/S Class B 0.020%
Orkla Asa 0.010%
PPG Industries, Inc. 0.050%
Pepsico, Inc. 0.280%
Philip Morris International Inc. 0.200%
Procter & Gamble Company 0.480%
Puma Se 0.020%
Reckitt Benckiser Group PLC 0.100%
Ricoh Company, Ltd. 0.010%
Royal Dutch Shell PLC Class A 0.150%
Royal Dutch Shell PLC Class B 0.140%
Seven & I Holdings Co., Ltd. 0.050%
Sherwin-Williams Company 0.040%
Shin-Etsu Chemical Co Ltd 0.110%
Shiseido Company,Limited 0.040%
Sk Innovation Co., Ltd 0.020%
Solvay SA 0.020%
Sumitomo Chemical Co., Ltd. 0.010%
Svenska Cellulosa Aktiebolaget Class B 0.020%
Symrise AG 0.030%
Tesco PLC 0.040%
Umicore 0.020%
Unicharm Corporation 0.030%
Unilever PLC 0.270%
Yara International Asa 0.020%

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% 42.53%
2020 -7.01% -14.28%
2019 9.82% 4.78%
2018 7.69% 7.7%

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 S&P 500 ETF
    United States International Equities
    24.0015%
  • Vanguard FTSE Europe ETF
    United States International Equities
    21.6297%
  • Vanguard FTSE Pacific ETF
    United States International Equities
    14.2286%
  • Vanguard Total World Stock ETF
    United States International Equities
    10.1431%
  • Vanguard Value ETF
    United States International Equities
    9.2304%
  • Vanguard Mid-Cap ETF
    United States International Equities
    9.2008%
  • Vanguard Small-Cap ETF
    United States International Equities
    7.9221%
  • Vanguard Growth ETF
    United States International Equities
    2.2859%
  • ANZ NZD Current Account
    New Zealand Cash and Equivalents AA-
    1.3392%
  • EUR:NZD 30/04/2021
    New Zealand International Equities
    0.1345%

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% 1.33%
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% 98.67%
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:
    0.09%
  • Alcohol:
    1.04%
  • Animal Testing:
    8.48%
  • Fossil Fuels:
    4.65%
  • Gambling:
    0.60%
  • GMOs:
    0.10%
  • Human Rights & Environmental Violations:
    3.12%
  • Palm Oil:
    0.08%
  • Tobacco:
    0.71%
  • Weapons:
    1.80%

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 reflect the return (before tax fees and other expenses) on international share markets of developed economies hedged to the New Zealand dollar."

Value $140M NZD
Period of data report Wed March 31st 2021
Fund started Fri Oct. 28th 2016
Total annual fund fees 0.48%
Total performance based fees 0.0%
Manager's basic fee 0.47%
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.

Latest news

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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 Advisers Act 2008 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.