SuperLife Growth

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Not Mindful
Type: Growth fund
Past Returns: 0.97%

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

Annual Fees: 0.61%

Annual fees, including any 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.


Fossil Fuel

BHP Group Ltd 0.06%
Woodside Petroleum Ltd 0.01%
Agl Energy Ltd 0.05%
South32 Ltd 0.05%
Caltex Australia Ltd 0.03%
Origin Energy Ltd 0.03%
Washington H Soul Pattinson & Co Ltd 0.03%
Beach Energy Ltd 0.02%
Apa Group 0.02%
Santos Ltd 0.02%
Whitehaven Coal Ltd 0.02%
Petrobras Global Finance Bv 150130 5.093 Cb 0.02%
Enbridge Inc 180222 Frn 0.02%
Nextera Energy Capital Holdings Inc 250222 2.399250 Cb 0.01%
Oil Search Ltd 0.01%
Diamondback Energy Inc 011224 2.875 Cb 0.01%
Dominion Energy Gas Holdings Llc 150621 Frn 0.01%
Exxon Mobil Corporation 0.07%
Chevron Corporation 0.07%
Nextera Energy, Inc. 0.05%
Dominion Energy Inc 0.03%
Conocophillips 0.02%
American Electric Power Company, Inc. 0.02%
Phillips 66 0.01%
Xcel Energy Inc. 0.01%
Kinder Morgan Inc Class P 0.01%
Eog Resources, Inc. 0.01%
Wec Energy Group Inc 0.03%
Valero Energy Corporation 0.01%
Total Sa 0.03%
Bp P.L.C. 0.07%
Royal Dutch Shell Plc Class B 0.05%
Royal Dutch Shell Plc Class A 0.05%
BHP Group Plc 0.04%
Anglo American Plc 0.02%
Eni S.P.A. 0.02%
Glencore Plc 0.02%
Engie Sa 0.02%
Rwe Ag 0.02%
Neste Corporation 0.02%
Equinor Asa 0.01%
Repsol Sa 0.01%
Reliance Industries Limited 0.07%
Oil Company Lukoil Pjsc 0.04%
Gazprom Pjsc 0.03%
Cnooc Limited 0.02%
Ptt Public Co., Ltd.(Alien Mkt) 0.02%
China Petroleum & Chemical Corporation Class H 0.01%
Tenaga Nasional Bhd 0.01%
Novatek Jsc 0.01%
Clp Holdings Limited 0.01%
Firstenergy Corp. 0.02%
Dte Energy Company 0.02%
Ameren Corporation 0.02%
Cms Energy Corporation 0.02%
Oneok, Inc. 0.02%
Evergy, Inc. 0.01%
Hess Corporation 0.01%
Alliant Energy Corp 0.01%
Concho Resources Inc. 0.01%
Cheniere Energy, Inc. 0.01%
Exxon Mobil Corp 0.02%
Chevron Corp 0.01%
Nextera Energy Inc 0.01%
Reliance Industries Ltd 0.02%
Gazprom 0.01%
Bp Plc 0.02%

Weapons

Honeywell International Inc. 0.04%
Lockheed Martin Corporation 0.04%
Raytheon Technologies Corporation 0.04%
Boeing Company 0.03%
Northrop Grumman Corporation 0.02%
L3Harris Technologies Inc 0.02%
General Dynamics Corporation 0.01%
Airbus Se 0.03%
Safran S.A. 0.03%
Bae Systems Plc 0.02%
Textron Inc. 15/3/2026 0.01%
Transdigm Group Incorporated 0.02%
Jacobs Engineering Group Inc. 0.01%
Leidos Holdings, Inc. 0.02%
Teledyne Technologies Incorporated 0.01%
Booz Allen Hamilton Holding Corporation Class A 0.01%

Tobacco

Philip Morris International Inc. 0.04%
Altria Group Inc 0.03%
British American Tobacco P.L.C. 0.08%
Imperial Brands Plc 0.02%
Swedish Match Ab 0.01%
Itc Limited 0.01%
Japan Tobacco Inc. 0.02%

Gambling

Skycity Entertainment Group Ltd 0.26%
Tabcorp Holdings Ltd 0.06%
Crown Resorts Ltd 0.02%
Star Entertainment Grp Ltd 0.02%
Las Vegas Sands Corp 250625 2.90 Cb 0.01%
Sands China Ltd 080828 5.4 Cb 0.01%
Galaxy Entertainment Group Limited 0.01%
Aristocrat Leisure Limited 0.01%
Mgm Resorts International 0.01%

Alcohol

Metcash Ltd 0.01%
Altria Group Inc 0.03%
Lvmh Moet Hennessy Louis Vuitton Se 0.10%
Diageo Plc 0.02%
Anheuser-Busch Inbev Sa/Nv 0.03%
Pernod Ricard Sa 0.03%
Heineken Nv 0.02%
Carlsberg A/S Class B 0.01%
Anheuser-Busch Inbev Finance Inc. 17/1/2023 0.04%
Anheuser-Busch Inbev Worldwide Inc. 15/7/2022 0.03%
Kweichow Moutai Co., Ltd. Class A 0.02%
Ambev Sa 0.01%
China Resources Beer (Holdings) Co. Ltd. 0.01%
Kirin Holdings Company, Limited 0.01%
Asahi Group Holdings,Ltd. 0.01%
Lvmh 0.03%
Anheuser Busch Inbev Nv 0.01%

Palm Oil

GMOs

Syngenta Finance Ag 240420 3.698 Cb 0.01%
Dupont De Nemours, Inc. 0.01%
Novartis Ag 0.17%
Bayer Ag 0.06%
Basf Se 0.05%
Novozymes A/S Class B 0.01%
Japan Tobacco Inc. 0.02%
Basf N 0.01%

Human Rights & Environmental Violations

BHP Group Ltd 0.06%
Rio Tinto Ltd 0.29%
Johnson & Johnson 0.03%
Chevron Corporation 0.07%
Duke Energy Corporation 0.02%
Sempra Energy 0.01%
Nestle S.A. 0.29%
Rio Tinto Plc 0.02%
Royal Dutch Shell Plc Class B 0.05%
Royal Dutch Shell Plc Class A 0.01%
BHP Group Plc 0.04%
Glencore Plc 0.02%
Vale S.A. 0.03%
Petroleo Brasileiro Sa 0.02%
Petroleo Brasileiro Sa Pfd 0.01%
Rio Tinto Limited 0.02%
Freeport-Mcmoran, Inc. 0.01%
Chevron Corp 0.01%
Nestle Sa 0.09%

Animal Testing

Reckitt Benckiser Treasury Services Plc 240622 2.375 Cb 0.020%
Tesco Property Finance Plc 130744 Sf 0.020%
Syngenta Finance Ag 240420 3.698 Cb 0.010%
International Flavors and Fragrances Inc 250920 3.40 Cb 0.010%
Bayer US Finance Ii Llc 151228 4.375 Cb 0.010%
Danone Sa 021121 2.077 Cb 0.010%
Johnson & Johnson 0.030%
Procter & Gamble Company 0.110%
Pepsico, Inc. 0.070%
Coca-Cola Company 0.070%
Chevron Corporation 0.070%
Philip Morris International Inc. 0.040%
Honeywell International Inc. 0.040%
Altria Group Inc 0.030%
Colgate-Palmolive Company 0.020%
Ecolab Inc. 0.020%
Air Products and Chemicals, Inc. 0.020%
Kimberly-Clark Corporation 0.020%
Estee Lauder Companies Inc. Class A 0.020%
General Mills, Inc. 0.010%
Walgreens Boots Alliance Inc 0.010%
Nestle S.A. 0.290%
Lvmh Moet Hennessy Louis Vuitton Se 0.100%
Glaxosmithkline Plc 0.030%
British American Tobacco P.L.C. 0.080%
Unilever Nv 0.020%
Bayer Ag 0.060%
Unilever Plc 0.020%
Royal Dutch Shell Plc Class B 0.050%
Reckitt Benckiser Group Plc 0.020%
Royal Dutch Shell Plc Class A 0.050%
Basf Se 0.050%
L'Oreal Sa Temp 0.040%
Air Liquide Sa Temp 0.040%
Danone Sa 0.010%
Givaudan Sa 0.030%
Tesco Plc 0.030%
L'Oreal Sa 0.020%
Koninklijke Dsm N.V. 0.020%
Imperial Brands Plc 0.020%
Henkel Ag & Co. Kgaa Pref 0.020%
Akzo Nobel N.V. 0.010%
Symrise Ag 0.010%
Bayer US Finance Ii Llc 15/8/2025 0.020%
Pepsico Inc. 19/3/2030 0.010%
Hindustan Unilever Limited 0.030%
Shiseido Company,Limited 0.020%
Clorox Company 0.030%
Church & Dwight Co., Inc. 0.020%
International Flavors & Fragrances Inc. 0.010%
Fmc Corporation 0.010%
Procter & Gamble 0.020%
Coca-Cola 0.020%
Pepsico Inc 0.020%
Chevron Corp 0.010%
Nestle Sa 0.090%
Lvmh 0.030%
Air Liquide Sa 0.020%
Basf N 0.010%
Shiseido Ltd 0.010%

This data is compiled by Mindful Money from the fund information and portfolios that each KiwiSaver fund has filed with the Disclose register to Tue March 31st 2020 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.

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
2020 -3.47% -9.27%
2019 6.87% 7.41%
2018 7.63% 4.76%
2017 8.87% 10.88%
2016 3.62% 5.57%
2015 13.73% 12.08%

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 KiwiSaver fund has filed with Disclose register to Tue June 30th 2020.

Showing the top 10 investments for this fund:

  • Vanguard S&P 500 ETF
    United States International Equities
    8.56%
  • Vanguard FTSE Europe ETF
    United States International Equities
    7.77%
  • Vanguard FTSE Emerging Markets ETF
    United States International Equities
    6.27%
  • Vanguard International Credit Securities Index Fund Hedged
    Australia Int Fixed Interest
    6.13%
  • Vanguard FTSE Pacific ETF
    United States International Equities
    5.1%
  • Vanguard Mid-Cap ETF
    United States International Equities
    4.4%
  • Vanguard Value ETF
    United States International Equities
    4.35%
  • Vanguard Small-Cap ETF
    United States International Equities
    3.77%
  • Vanguard International Property Securities Index Fund Hedged
    Australia Listed Property
    3.69%
  • Ishares Msci Usa Esg Screened Ucits ETF
    Ireland International Equities
    2.87%

This information has been sourced from the quarterly data that each KiwiSaver fund has filed with Disclose register Tue June 30th 2020.

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

Target

Actual


Type Target Actual
Cash and Cash Equivalents 1.0% 2.39%
New Zealand Fixed Interest 6.5% 5.75%
International Fixed Interest 12.5% 12.18%
Australasian Equities 20.0% 21.58%
International Equities 52.5% 52.17%
Listed Properties 7.5% 5.93%
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 KiwiSaver fund has filed with Disclose register to Tue June 30th 2020.

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:
    0.78%
  • Animal Testing:
    3.93%
  • Fossil Fuels:
    3.93%
  • Gambling:
    0.54%
  • GMOs:
    0.43%
  • Human Rights & Environmental Violations:
    2.49%
  • Palm Oil:
    0.08%
  • Tobacco:
    0.34%
  • Weapons:
    0.77%

This data is compiled by Mindful Money from the fund information and portfolios that each KiwiSaver fund has filed with the Disclose register to Tue March 31st 2020 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

"Invests mostly in growth assets and designed for investors that want a growth investment option. Negative annual returns may occur once in every 3?-?5 years on average."

Value $23M NZD
Period of data report Tue June 30th 2020
Members 816
Fund started Mon Sept. 16th 2013
Total annual fund fees 0.61%
Total performance based fees 0.0%
Manager's basic fee 0.49%
Administration charges 0.12%
Total other charges 30.0
Total other charges currency NZD

Key Personnel

Guy Roulston Elliffe

Currently: Director (4 years, 7 months)
Previously: Corporate Governance Manager - ACC (current position) (5 years, 2 months)

Stuart Kenneth Reginald Millar

Currently: Chief Investment Officer - Smartshares (1 years, 1 months)
Previously: Head of Portfolio Management - ANZ Investments (6 years, 4 months)

Hugh Duncan Stevens

Currently: Chief Executive Officer - Smartshares (2 years, 4 months)
Previously: Chief Operating Officer - Implemented Investment Solutions Ltd (2 years, 6 months)

Alister John Williams

Currently: Director (4 years, 7 months)
Previously: Investment Manager - Trust Management (5 years, 5 months)

This information has been sourced from the quarterly data that each KiwiSaver fund has filed with Disclose register to Tue June 30th 2020.

Downloads

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.