SuperLife Asia Pacific Fund

In their own words: "The Asia Pacific Fund invests in the Smartshares Exchange Traded Funds' Smartshares Asia Pacific ETF."

Not Mindful
Type: Aggressive fund
Past Returns: 6.79%

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

Annual Fees: 0.59%

Annual fees, including membership and % management fee.

A summary of this fund and it's details.

Number FND2448
Name SuperLife Asia Pacific Fund
Risk profile Aggressive fund
Description The Asia Pacific Fund invests in the Smartshares Exchange Traded Funds' Smartshares Asia Pacific ETF.
Value $2.1M NZD
Members 436
Market index description FTSE Developed Asia Pacific All Cap Index (converted to the New Zealand dollar)
Disclosure Statement Period Tue Dec. 31st 2019
Fund started Mon Sept. 21st 2015
Three-year average return 6.79%
Market index past year return 18.01%
Past year return net charges and tax 14.57%
Past year return net of charges gross of tax 16.05%
Market index return since fund started 7.29%
Return since fund started net 4.26%
Total annual fund fees 0.59%
Total performance based fees 0.0%
Manager's basic fee 0.45%
Administration charges 0.14%
Total other charges 30.0
Total other charges currency NZD

This information has been sourced from the quarterly data that each KiwiSaver fund has filed with Disclose register to 30 September 2019.

The past annual returns for this fund. Please note that higher past returns do not always mean higher future returns.

Year Market Average Fund Annual Return
2019 10.11% -1.92%
2018 6.68% 10.29%
2017 11.18% 11.99%

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 September 2019.

Showing the top 10 investments for this fund:

  • Vanguard FTSE Pacific ETF
    United States International Equities
    98.79%
  • Westpac Current Account
    New Zealand Cash and Equivalents A-1+
    1.72%

This information has been sourced from the quarterly data that each KiwiSaver fund has filed with Disclose register to 30 September 2019.

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

Target

Actual


Type Target Actual
Cash and Cash Equivalents 1.0% 1.71%
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% 98.29%
Listed Properties 0.0% 0.0%
Unlisted Properties 0.0% 0.0%
Unknown None% 0.0%
Other 0.0% 0.0%
Commodities 0.0% 0.0%

This information has been sourced from the quarterly data that each KiwiSaver fund has filed with Disclose register to 30 September 2019.

Key Personnel

  • Alister John Williams

    Currently: Director (4 years, 1 months)
    Previously: Investment Manager - Trust Management (4 years, 11 months)

  • Guy Roulston Elliffe

    Currently: Director (4 years, 1 months)
    Previously: Corporate Governance Manager - ACC (current position) (4 years, 8 months)

  • Hugh Duncan Stevens

    Currently: Chief Executive Officer - Smartshares (1 years, 10 months)
    Previously: Chief Operating Officer - Implemented Investment Solutions Ltd (2 years, 6 months)

  • Stuart Kenneth Reginald Millar

    Currently: Chief Investment Officer - Smartshares (0 years, 7 months)
    Previously: Head of Portfolio Management - ANZ Investments (6 years, 4 months)

This information has been sourced from the quarterly data that each KiwiSaver fund has filed with Disclose register to 30 September 2019.

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:
    0.00%
  • Alcohol:
    0.80%
  • Animal Testing:
    1.17%
  • Fossil Fuels:
    2.92%
  • Gambling:
    1.08%
  • GMOs:
    0.41%
  • Human Rights & Environmental Violations:
    1.42%
  • Palm Oil:
    0.34%
  • Tobacco:
    0.38%
  • Weapons:
    0.48%

This data is compiled by Mindful Money from the fund information and portfolios that each KiwiSaver fund has filed with the Disclose register to 30 September 2019 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 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

Specific companies invested in:

Fossil Fuel

BHP Group Ltd 1.00%
Woodside Petroleum Ltd 0.29%
Jxtg Holdings. Inc. 0.20%
Marubeni Corporation 0.15%
Santos Limited 0.14%
Origin Energy Limited 0.13%
Apa Group 0.13%
South32 Ltd. 0.12%
Inpex Corporation 0.12%
Sk Innovation Co., Ltd 0.11%
Idemitsu Kosan Co., Ltd. 0.10%
Oil Search Limited 0.09%
Caltex Australia Limited 0.07%
S-Oil Corporation 0.05%
Nippon Yusen Kabushiki Kaisha 0.04%
Gs Holdings Corp. 0.03%
United Energy Group Limited 0.02%
Whitehaven Coal Limited 0.02%
Viva Energy Group Ltd. 0.02%
Cosmo Energy Holdings Co., Ltd. 0.02%
Washington H. Soul Pattinson and Co. Ltd. 0.02%

Weapons

Mitsubishi Heavy Industries, Ltd. 0.16%
Singapore Technologies Engineering Ltd 0.06%
Kawasaki Heavy Industries Ltd. 0.05%
Ihi Corporation 0.05%
Daicel Corporation 0.04%
Nof Corporation 0.03%
Korea Aerospace Industries, Ltd. 0.03%
Hanwha Chemical Corporation 0.02%
Hanwha Aerospace Co., Ltd. 0.02%
Hanwha Corp 0.01%
Hyundai Rotem Co. 0.01%

Tobacco

Japan Tobacco Inc. 0.37%

Gambling

Galaxy Entertainment Group Limited 0.21%
Aristocrat Leisure Limited 0.19%
Sands China Ltd. 0.16%
Tabcorp Holdings Limited 0.09%
Genting Singapore Limited 0.05%
Wynn Macau Ltd. 0.04%
Crown Resorts Limited 0.04%
Kangwon Land, Inc. 0.04%
Sega Sammy Holdings Inc. 0.04%
Nagacorp Ltd. 0.04%
Star Entertainment Group Limited 0.04%
Melco International Development Limited 0.03%
Sjm Holdings Limited 0.03%
Skycity Entertainment Group Limited 0.02%
Mgm China Holdings Limited 0.02%

Alcohol

Asahi Group Holdings,Ltd. 0.27%
Kirin Holdings Company, Limited 0.24%
Treasury Wine Estates Limited 0.12%
Want Want China Holdings Limited 0.06%
Metcash Limited 0.02%
Takara Holdings Inc. 0.02%
Sapporo Holdings Limited 0.02%
Graincorp Limited Class A 0.02%

Palm Oil

Posco 0.17%
Wilmar International Limited 0.08%
Jardine Cycle & Carriage Limited 0.03%
Fuji Oil Holdings, Inc. 0.02%
Golden Agri-Resources Ltd 0.01%
Posco Chemical Co., Ltd. 0.01%
Posco International Corporation 0.01%
First Resources Ltd. (Singapore) 0.01%

GMOs

Japan Tobacco Inc. 0.37%
Nippon Paper Industries Co., Ltd. 0.02%
Nufarm Limited 0.02%

Human Rights & Environmental Violations

BHP Group Ltd 1.00%
Posco 0.17%
Tokyo Electric Power Company Holdings, Incorporated 0.10%
Wilmar International Limited 0.08%
Hanwha Chemical Corporation 0.02%

Animal Testing

Shiseido Company,Limited 0.445%
Kikkoman Corporation 0.119%
Sumitomo Chemical Co., Ltd. 0.099%
Orica Limited 0.079%
Amorepacific Corp. 0.069%
Kose Corporation 0.069%
Mitsui Chemicals, Inc. 0.059%
Coca-Cola Bottlers Japan Holdings Inc. 0.040%
Mitsubishi Gas Chemical Company, Inc. 0.040%
Ezaki Glico Co., Ltd. 0.030%
Amorepacific Group, Inc. 0.030%
Kagome Co., Ltd. 0.030%

Download the fund's disclosure statement and portfolio holdings.

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