SuperLife NZ Top 50 Fund

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Not Mindful
Type: Aggressive fund
Past Returns: 13.19%

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


Gambling

Skycity Entertainment Group Ltd 3.11%

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 FND2471
Name SuperLife NZ Top 50 Fund
Risk profile Aggressive fund
Description The NZ Top 50 Fund invests in the Smartshares Exchange Traded Funds' Smartshares NZ Top 50 ETF.
Value $45M NZD
Members 2,053
Market index description S&P/NZX 50 Portfolio Index
Disclosure Statement Period Tue Dec. 31st 2019
Fund started Mon Jan. 19th 2015
Three-year average return 13.19%
Market index past year return 29.29%
Past year return net charges and tax 28.18%
Past year return net of charges gross of tax 29.33%
Market index return since fund started 15.57%
Return since fund started net 14.40%
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% 18.11%
2018 6.68% 14.67%
2017 11.18% 6.78%
2016 4.51% 12.47%

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:

  • Ryman Healthcare Ltd
    New Zealand Australasian Equities
    5.04%
  • Fisher & Paykel Healthcare Corp Ltd
    New Zealand Australasian Equities
    5.03%
  • Spark New Zealand Ltd
    New Zealand Australasian Equities N/A
    4.89%
  • Meridian Energy Ltd
    New Zealand Australasian Equities
    4.89%
  • A2 Milk Co Ltd
    New Zealand Australasian Equities N/A
    4.86%
  • Contact Energy Ltd
    New Zealand Australasian Equities
    4.84%
  • Auckland International Airport Ltd
    New Zealand Australasian Equities
    4.75%
  • Fletcher Building Ltd
    New Zealand Australasian Equities
    4.75%
  • Mainfreight Ltd
    New Zealand Australasian Equities
    4.07%
  • Infratil Ltd
    New Zealand Australasian Equities
    3.77%

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% 0.54%
New Zealand Fixed Interest 0.0% 0.0%
International Fixed Interest 0.0% 0.0%
Australasian Equities 99.0% 99.46%
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:
    0.00%
  • Gambling:
    3.11%
  • GMOs:
    0.00%
  • Human Rights & Environmental Violations:
    0.00%
  • Palm Oil:
    0.00%
  • Tobacco:
    %
  • 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 NZ Top 50 Fund invests in the Smartshares Exchange Traded Funds' Smartshares NZ Top 50 ETF."

Download the fund's disclosure statement and portfolio holdings.

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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.