SuperLife Australian Resources Fund

Find an ethical fund »
Not Mindful
Type: Aggressive fund
Past Returns: 26.17%

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.

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.

Show fund checker chart here


Fossil Fuel

BHP Billiton Ltd 31.06%
Woodside Petroleum Ltd 8.71%
Origin Energy Ltd 4.03%
Santos Ltd 3.92%
South32 Ltd 3.87%
Oil Search Ltd 2.78%
Caltex Australia Ltd 1.97%
Beach Energy Ltd 1.16%
Washington H Soul Pattinson & Co Ltd 0.70%
Whitehaven Coal Ltd 0.62%
Viva Energy Group Ltd 0.60%
Cooper Energy Ltd 0.26%

Human Rights & Environmental Violations

BHP Billiton Ltd 31.06%

This data is compiled by Mindful Money from the fund information and portfolios that each KiwiSaver fund has filed with the Disclose register to DD MONTH YYYY 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.

A summary of this fund and it's details.

Number FND2453
Name SuperLife Australian Resources Fund
Risk profile Aggressive fund
Description The Australian Resources Fund invests in the Smartshares Exchange Traded Funds' Smartshares Australian Resources ETF.
Value $3.8M NZD
Members 549
Market index description S&P/ASX 200 Resources Index (converted to the New Zealand dollar)
Disclosure Statement Period Tue Dec. 31st 2019
Fund started Mon Sept. 21st 2015
Three-year average return 26.17%
Market index past year return 24.91%
Past year return net charges and tax 22.17%
Past year return net of charges gross of tax 24.16%
Market index return since fund started 15.72%
Return since fund started net 14.19%
Total annual fund fees 0.59%
Total performance based fees 0.0%
Manager's basic fee 0.55%
Administration charges 0.04%
Total other charges 30.0
Total other charges currency NZD

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.

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
2019 10.11% 23.57%
2018 6.68% 12.7%
2017 11.18% 42.24%

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:

  • BHP Billiton Ltd
    Australia Australasian Equities
    31.62%
  • Rio Tinto Ltd
    Australia Australasian Equities
    10.29%
  • Woodside Petroleum Ltd
    Australia Australasian Equities
    8.89%
  • Newcrest Mining Ltd
    Australia Australasian Equities
    6.38%
  • Fortescue Metals Group Ltd
    Australia Australasian Equities
    5.05%
  • Origin Energy Ltd
    Australia Australasian Equities
    4.1%
  • Santos Ltd
    Australia Australasian Equities
    3.98%
  • South32 Ltd
    Australia Australasian Equities
    3.83%
  • Oil Search Ltd
    Papua New Guinea Australasian Equities
    2.65%
  • Caltex Australia Ltd
    Australia Australasian Equities
    2.44%

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% 0.62%
New Zealand Fixed Interest 0.0% 0.0%
International Fixed Interest 0.0% 0.0%
Australasian Equities 99.0% 99.38%
International Equities 0.0% 0.0%
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.

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:
    0.00%
  • Animal Testing:
    0.00%
  • Fossil Fuels:
    59.68%
  • Gambling:
    0.00%
  • GMOs:
    0.00%
  • Human Rights & Environmental Violations:
    31.06%
  • Palm Oil:
    0.00%
  • Tobacco:
    0.00%
  • Weapons:
    0.00%

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.

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

Download the fund's disclosure statement and portfolio holdings.

Latest news

You should be prudent about your investment.

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.