SuperLife KiwiSaver Scheme
SuperLife Global Property Fund
In their own words: "The Global Property Fund is designed to provide a return (after tax, fees and other expenses) that reflects the after-tax return on New Zealand and international property markets."
At a glance:
Average annual returns over the past 3 years, after fees and taxes. *indicates less than three years of data.
Annual fees, including membership and % management fee.
A summary of this fund and it's details.
|Name||SuperLife Global Property Fund|
|Risk profile||Aggressive fund|
|Description||The Global Property Fund is designed to provide a return (after tax, fees and other expenses) that reflects the after-tax return on New Zealand and international property markets.|
|Market index description||weighted average annual return of the market indices used to measure the performance of the assets that the fund invests in|
|Disclosure Statement Period||Sun June 30th 2019|
|Fund started||Wed Oct. 24th 2007|
|Three-year average return||7.46%|
|Market index past year return||15.57%|
|Past year return net charges and tax||14.38|
|Past year return net of charges gross of tax||16.84|
|Market index return since fund started||14.22%|
|Return since fund started net||11.95%|
|Total annual fund fees||0.58|
|Total performance based fees||0.0|
|Manager's basic fee||0.46|
|Total other charges||30.0|
|Total other charges currency||NZD|
The past annual returns for this fund. Please note that higher past returns do not always mean higher future returns.
|Year||Market Index||Fund Annual Return|
The market index is the average NZ KiwiSaver 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 KiwiSaver fund has filed with Disclose register to 30 June 2019.
Showing the top 10 investments for this fund:
Vanguard International Property Securities Index Fund Hedged
Australia Listed Property48.41%
Goodman Property Trust
New Zealand Listed Property N/A4.38%
Precinct Properties New Zealand Ltd
New Zealand Listed Property4.36%
Kiwi Property Group Ltd
New Zealand Listed Property N/A4.23%
Argosy Property Ltd
New Zealand Listed Property3.15%
Property For Industry Ltd
New Zealand Listed Property2.97%
Westpac Current Account
New Zealand Cash and Equivalents A-1+2.85%
Vital Healthcare Property Trust
New Zealand Listed Property N/A2.27%
Stride Property Group
New Zealand Listed Property N/A2.22%
Australia Listed Property1.46%
How the money in this fund is invested.
|Cash and Cash Equivalents||1.0%||2.85%|
|New Zealand Fixed Interest||0.0%||0.0%|
|International Fixed Interest||0.0%||0.0%|
Alister John Williams
Currently: Director (3 years, 7 months)
Previously: Investment Manager - Trust Management (4 years, 5 months)
Guy Roulston Elliffe
Currently: Director (3 years, 7 months)
Previously: Corporate Governance Manager - ACC (4 years, 2 months)
Hugh Duncan Stevens
Currently: Chief Executive Officer - Smartshares (1 years, 4 months)
Previously: Chief Operating Officer - Implemented Investment Solutions Ltd (2 years, 6 months)
Lindsay Megan Wright
Currently: Director (1 years, 0 months)
Previously: Director - NZX (1 years, 4 months)
Mark John Peterson
Currently: Director (1 years, 8 months)
Previously: Chief Executive Officer - NZX (2 years, 5 months)
The known proportion of this fund invested in the areas of concern that we track. The Fund may have investments that are not consistent with their exclusions policy because of timing issues or because there are companies of concern in indirect investments.
Human Rights & Environmental Violations:0.00%
This data has been compiled by Mindful Money from the portfolios that each KiwiSaver fund has filed with the Disclose register to 31 March 2019 and Mindful Money analysis of funds within those portfolio. 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.
Does this fund have a policy to exclude any industries from its investments?
Human Rights & Environmental Violations:
This data is compiled from Mindful Money analysis of Fund websites. 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.
Many KiwiSaver funds exclude controversial weapons. However, the category of Weapons used in this analysis is broader in scope, covering all munitions, firearms and military weapons.
Download the fund's disclosure statement and portfolio holdings.