# Quarterly Fund Update — smartshares (2020-Q1)

> KiwiSaver scheme **smartshares** — Quarterly Fund Update filing covering period ending **2020-03-31**.
> Source: filed with FMA Disclose register. Canonical: https://fundcompare.co.nz/filings/qfu/smartshares/2020-q1

## Funds covered

| Fund | Fees (1y) | 1y return | 3y return | 5y avg return | AUM (NZD) | Members | Growth assets |
|------|-----------|-----------|-----------|---------------|-----------|---------|---------------|
| Asia Pacific Fund | 0.59% | -2.58% | — | — | NZD $1,749,804 | 421 | — |
| Quaystreet High Growth Fund | 0.63% | -12.07% | — | 3.41% | NZD $326,356,872 | 19,217 | — |
| Superlife Age Steps - Age 50 | 0.61% | -8.53% | — | 3.36% | — | 324 | — |
| Conservative Fund | 0.57% | -2.63% | — | 3.19% | NZD $21,293,060 | 666 | — |
| Total World Fund | 0.60% | -0.74% | — | — | NZD $3,696,384 | 382 | — |
| Nz Property Fund | 0.59% | -3.75% | — | — | NZD $6,024,631 | 799 | — |
| Superlife Age Steps - Age 40 | 0.62% | -9.23% | — | 3.37% | — | 339 | — |
| Nz Mid Cap Fund | 0.59% | -12.47% | — | — | NZD $3,828,537 | 529 | — |
| Australian Financials Fund | 0.59% | -22.87% | — | — | NZD $561,956 | 162 | — |
| Ethica Fund | 0.70% | -3.76% | — | 4.17% | NZD $33,490,454 | 1,416 | — |
| Superlife Age Steps - Age 30 | 0.62% | -9.23% | — | 3.37% | — | 293 | — |
| Overseas Shares (Currency Hedged) Fund | 0.58% | -14.09% | — | 2.05% | NZD $15,211,538 | 2,242 | — |
| Nz Top 10 Fund | 0.59% | 7.00% | — | — | NZD $2,883,253 | 340 | — |
| Nz Dividend Fund | 0.59% | -18.26% | — | — | NZD $2,259,188 | 370 | — |
| Superlife Age Steps - Age 60 | 0.60% | -6.10% | — | 3.17% | — | 264 | — |
| Quaystreet Income Fund | 0.56% | 1.76% | — | 2.67% | NZD $110,435,805 | 15,911 | — |
| US 500 Fund | 0.54% | 5.82% | — | — | NZD $10,390,285 | 949 | — |
| Superlife Age Steps - Age 70 | 0.58% | -3.70% | — | 2.98% | — | 44 | — |
| Growth Fund | 0.61% | -9.27% | — | 3.63% | NZD $18,040,708 | 700 | — |
| Australian Mid Cap Fund | 0.59% | -21.08% | — | 2.08% | NZD $18,018,540 | 1,173 | — |
| UK Cash Fund | 0.52% | 1.34% | — | 1.85% | NZD $86,252,316 | 9,370 | — |
| Balanced Fund | 0.60% | -6.18% | — | 3.58% | NZD $37,473,116 | 923 | — |
| Australian Shares Fund | 0.59% | -20.46% | — | 1.32% | NZD $14,016,377 | 2,316 | — |
| Australian Property Fund | 0.59% | -28.96% | — | — | NZD $892,845 | 265 | — |
| Global Property Fund | 0.58% | -20.81% | — | 1.83% | NZD $13,603,857 | 2,419 | — |
| US Mid Cap Fund | 0.57% | -4.41% | — | — | NZD $779,663 | 218 | — |
| Australian Top 20 Fund | 0.59% | -14.70% | — | — | NZD $1,556,629 | 319 | — |
| US Large Value Fund | 0.57% | -2.70% | — | — | NZD $1,672,964 | 213 | — |
| Australian Resources Fund | 0.59% | -25.34% | — | — | NZD $2,536,815 | 500 | — |
| Europe Fund | 0.59% | -6.57% | — | — | NZD $1,939,269 | 341 | — |
| US Small Cap Fund | 0.57% | -13.31% | — | — | NZD $1,004,078 | 289 | — |
| Overseas Non-Government Bonds Fund | 0.54% | 0.71% | — | 1.62% | NZD $16,131,173 | 2,279 | — |
| Emerging Markets Fund | 0.73% | -8.82% | — | 1.90% | NZD $11,417,611 | 2,287 | — |
| Superlife Age Steps - Age 80 | 0.56% | 0.32% | — | 2.57% | — | — | — |
| Nz Top 50 Fund | 0.59% | -7.89% | — | 8.42% | NZD $35,262,078 | 2,071 | — |
| Overseas Bonds Fund | 0.59% | 2.38% | — | 2.71% | NZD $8,799,437 | 1,720 | — |
| Nz Shares Fund | 0.59% | -11.90% | — | 6.97% | NZD $21,866,158 | 2,900 | — |
| Superlife Age Steps - Age 20 | 0.63% | -11.50% | — | 3.41% | — | 382 | — |
| Australian Dividend Fund | 0.59% | -22.18% | — | — | NZD $504,653 | 110 | — |
| Overseas Shares Fund | 0.58% | -2.23% | — | 5.73% | NZD $19,201,302 | 2,324 | — |
| Nz Bonds Fund | 0.54% | 2.47% | — | 3.46% | NZD $35,258,160 | 3,463 | — |

_Returns are after fees and tax at PIR 28%, sourced from the QFU PDF as filed with FMA Disclose._

## Source documents

- **Scheme-wide PDF**
  - Original PDF: https://www.superlife.co.nz/files/LegalDocs/SLKS-FundUpdates/2020-Mar/superlife%20kiwisaver%20scheme%20fund%20update_superlife_age_steps_-_age_20.pdf
  - SHA-256: `cc21379356fc9c11…`
  - Ingested: 2026-05-15
- **Fund: age-steps-age-30**
  - Original PDF: https://www.superlife.co.nz/files/LegalDocs/SLKS-FundUpdates/2020-Mar/superlife%20kiwisaver%20scheme%20fund%20update_superlife_age_steps_-_age_30.pdf
  - SHA-256: `e9b604f26134f9ad…`
  - Ingested: 2026-05-16
- **Fund: age-steps-age-40**
  - Original PDF: https://www.superlife.co.nz/files/LegalDocs/SLKS-FundUpdates/2020-Mar/superlife%20kiwisaver%20scheme%20fund%20update_superlife_age_steps_-_age_40.pdf
  - SHA-256: `6f896276a60e1932…`
  - Ingested: 2026-05-16
- **Fund: age-steps-age-50**
  - Original PDF: https://www.superlife.co.nz/files/LegalDocs/SLKS-FundUpdates/2020-Mar/superlife%20kiwisaver%20scheme%20fund%20update_superlife_age_steps_-_age_50.pdf
  - SHA-256: `4e2dea2a2288bcc2…`
  - Ingested: 2026-05-16
- **Fund: age-steps-age-60**
  - Original PDF: https://www.superlife.co.nz/files/LegalDocs/SLKS-FundUpdates/2020-Mar/superlife%20kiwisaver%20scheme%20fund%20update_superlife_age_steps_-_age_60.pdf
  - SHA-256: `d7421ed27ea4c2ff…`
  - Ingested: 2026-05-16
- **Fund: age-steps-age-70**
  - Original PDF: https://www.superlife.co.nz/files/LegalDocs/SLKS-FundUpdates/2020-Mar/superlife%20kiwisaver%20scheme%20fund%20update_superlife_age_steps_-_age_70.pdf
  - SHA-256: `00847fc5cbf49988…`
  - Ingested: 2026-05-16
- **Fund: age-steps-age-80**
  - Original PDF: https://www.superlife.co.nz/files/LegalDocs/SLKS-FundUpdates/2020-Mar/superlife%20kiwisaver%20scheme%20fund%20update_superlife_age_steps_-_age_80.pdf
  - SHA-256: `740d3d400e13d206…`
  - Ingested: 2026-05-16
- **Fund: asia-pacific**
  - Original PDF: https://www.superlife.co.nz/files/LegalDocs/SLKS-FundUpdates/2020-Mar/superlife%20kiwisaver%20scheme%20fund%20update_asia_pacific_fund.pdf
  - SHA-256: `1d4ddeaeed51110f…`
  - Ingested: 2026-05-16
- **Fund: australian-dividend**
  - Original PDF: https://www.superlife.co.nz/files/LegalDocs/SLKS-FundUpdates/2020-Mar/superlife%20kiwisaver%20scheme%20fund%20update_australian_dividend_fund.pdf
  - SHA-256: `7e4f2b088ce89a55…`
  - Ingested: 2026-05-16
- **Fund: australian-financials**
  - Original PDF: https://www.superlife.co.nz/files/LegalDocs/SLKS-FundUpdates/2020-Mar/superlife%20kiwisaver%20scheme%20fund%20update_australian_financials_fund.pdf
  - SHA-256: `f79046a33d386373…`
  - Ingested: 2026-05-16
- **Fund: australian-mid-cap**
  - Original PDF: https://www.superlife.co.nz/files/LegalDocs/SLKS-FundUpdates/2020-Mar/superlife%20kiwisaver%20scheme%20fund%20update_australian_mid_cap_fund.pdf
  - SHA-256: `6e3f987eb45d20cc…`
  - Ingested: 2026-05-16
- **Fund: australian-property**
  - Original PDF: https://www.superlife.co.nz/files/LegalDocs/SLKS-FundUpdates/2020-Mar/superlife%20kiwisaver%20scheme%20fund%20update_australian_property_fund.pdf
  - SHA-256: `4c73fb11c3f23b15…`
  - Ingested: 2026-05-16
- **Fund: australian-resources**
  - Original PDF: https://www.superlife.co.nz/files/LegalDocs/SLKS-FundUpdates/2020-Mar/superlife%20kiwisaver%20scheme%20fund%20update_australian_resources_fund.pdf
  - SHA-256: `926db763bf9087c6…`
  - Ingested: 2026-05-16
- **Fund: australian-shares**
  - Original PDF: https://www.superlife.co.nz/files/LegalDocs/SLKS-FundUpdates/2020-Mar/superlife%20kiwisaver%20scheme%20fund%20update_australian_shares_fund.pdf
  - SHA-256: `4f9ed8f6baef24f9…`
  - Ingested: 2026-05-16
- **Fund: australian-top-20**
  - Original PDF: https://www.superlife.co.nz/files/LegalDocs/SLKS-FundUpdates/2020-Mar/superlife%20kiwisaver%20scheme%20fund%20update_australian_top_20_fund.pdf
  - SHA-256: `257b5bb90e296f5c…`
  - Ingested: 2026-05-16
- **Fund: balanced**
  - Original PDF: https://www.superlife.co.nz/files/LegalDocs/SLKS-FundUpdates/2020-Mar/superlife%20kiwisaver%20scheme%20fund%20update_superlife_balanced_fund.pdf
  - SHA-256: `503811f446a46e4e…`
  - Ingested: 2026-05-15
- **Fund: cash**
  - Original PDF: https://www.superlife.co.nz/files/LegalDocs/SLKS-FundUpdates/2020-Mar/superlife%20kiwisaver%20scheme%20fund%20update_nz_cash_fund.pdf
  - SHA-256: `c26138110132bdf1…`
  - Ingested: 2026-05-15
- **Fund: conservative**
  - Original PDF: https://www.superlife.co.nz/files/LegalDocs/SLKS-FundUpdates/2020-Mar/superlife%20kiwisaver%20scheme%20fund%20update_superlife_conservative_fund.pdf
  - SHA-256: `0d41ac87258f306e…`
  - Ingested: 2026-05-15
- **Fund: emerging**
  - Original PDF: https://www.superlife.co.nz/files/LegalDocs/SLKS-FundUpdates/2020-Mar/superlife%20kiwisaver%20scheme%20fund%20update_emerging_markets_fund.pdf
  - SHA-256: `ce3d15c6a7d1cc45…`
  - Ingested: 2026-05-16
- **Fund: ethica**
  - Original PDF: https://www.superlife.co.nz/files/LegalDocs/SLKS-FundUpdates/2020-Mar/superlife%20kiwisaver%20scheme%20fund%20update_ethica_fund.pdf
  - SHA-256: `833c13d2f0d1765d…`
  - Ingested: 2026-05-16
- **Fund: europe**
  - Original PDF: https://www.superlife.co.nz/files/LegalDocs/SLKS-FundUpdates/2020-Mar/superlife%20kiwisaver%20scheme%20fund%20update_europe_fund.pdf
  - SHA-256: `0a7de6e923315cbb…`
  - Ingested: 2026-05-16
- **Fund: global-property**
  - Original PDF: https://www.superlife.co.nz/files/LegalDocs/SLKS-FundUpdates/2020-Mar/superlife%20kiwisaver%20scheme%20fund%20update_global_property_fund.pdf
  - SHA-256: `f5b1699dae8a16ab…`
  - Ingested: 2026-05-16
- **Fund: growth**
  - Original PDF: https://www.superlife.co.nz/files/LegalDocs/SLKS-FundUpdates/2020-Mar/superlife%20kiwisaver%20scheme%20fund%20update_superlife_growth_fund.pdf
  - SHA-256: `f6553f4b5064497b…`
  - Ingested: 2026-05-15
- **Fund: high-growth**
  - Original PDF: https://www.superlife.co.nz/files/LegalDocs/SLKS-FundUpdates/2020-Mar/superlife%20kiwisaver%20scheme%20fund%20update_superlife_high_growth_fund.pdf
  - SHA-256: `ac7429b404da083c…`
  - Ingested: 2026-05-15
- **Fund: income**
  - Original PDF: https://www.superlife.co.nz/files/LegalDocs/SLKS-FundUpdates/2020-Mar/superlife%20kiwisaver%20scheme%20fund%20update_superlife_income_fund.pdf
  - SHA-256: `6aad55f4646e07c8…`
  - Ingested: 2026-05-15
- **Fund: nz-bonds**
  - Original PDF: https://www.superlife.co.nz/files/LegalDocs/SLKS-FundUpdates/2020-Mar/superlife%20kiwisaver%20scheme%20fund%20update_nz_bonds_fund.pdf
  - SHA-256: `7140075a1eeaf70f…`
  - Ingested: 2026-05-16
- **Fund: nz-dividend**
  - Original PDF: https://www.superlife.co.nz/files/LegalDocs/SLKS-FundUpdates/2020-Mar/superlife%20kiwisaver%20scheme%20fund%20update_nz_dividend_fund.pdf
  - SHA-256: `0ce992120cd5dbef…`
  - Ingested: 2026-05-16
- **Fund: nz-mid-cap**
  - Original PDF: https://www.superlife.co.nz/files/LegalDocs/SLKS-FundUpdates/2020-Mar/superlife%20kiwisaver%20scheme%20fund%20update_nz_mid_cap_fund.pdf
  - SHA-256: `09e05ad82b56c252…`
  - Ingested: 2026-05-16
- **Fund: nz-property**
  - Original PDF: https://www.superlife.co.nz/files/LegalDocs/SLKS-FundUpdates/2020-Mar/superlife%20kiwisaver%20scheme%20fund%20update_nz_property_fund.pdf
  - SHA-256: `88c58ca7fb76d914…`
  - Ingested: 2026-05-16
- **Fund: nz-shares**
  - Original PDF: https://www.superlife.co.nz/files/LegalDocs/SLKS-FundUpdates/2020-Mar/superlife%20kiwisaver%20scheme%20fund%20update_nz_shares_fund.pdf
  - SHA-256: `7b5aaa978fb993a0…`
  - Ingested: 2026-05-16
- **Fund: nz-top-10**
  - Original PDF: https://www.superlife.co.nz/files/LegalDocs/SLKS-FundUpdates/2020-Mar/superlife%20kiwisaver%20scheme%20fund%20update_nz_top_10_fund.pdf
  - SHA-256: `064af1e03c7f10be…`
  - Ingested: 2026-05-16
- **Fund: nz-top-50**
  - Original PDF: https://www.superlife.co.nz/files/LegalDocs/SLKS-FundUpdates/2020-Mar/superlife%20kiwisaver%20scheme%20fund%20update_nz_top_50_fund.pdf
  - SHA-256: `a7fde53a9a226d61…`
  - Ingested: 2026-05-16
- **Fund: overseas-bonds**
  - Original PDF: https://www.superlife.co.nz/files/LegalDocs/SLKS-FundUpdates/2020-Mar/superlife%20kiwisaver%20scheme%20fund%20update_overseas_bonds_fund.pdf
  - SHA-256: `090c5bce2dff66ff…`
  - Ingested: 2026-05-16
- **Fund: overseas-non-government-bonds**
  - Original PDF: https://www.superlife.co.nz/files/LegalDocs/SLKS-FundUpdates/2020-Mar/superlife%20kiwisaver%20scheme%20fund%20update_overseas_non-government_bonds_fund.pdf
  - SHA-256: `f2b9c7dc1268687d…`
  - Ingested: 2026-05-16
- **Fund: overseas-shares**
  - Original PDF: https://www.superlife.co.nz/files/LegalDocs/SLKS-FundUpdates/2020-Mar/superlife%20kiwisaver%20scheme%20fund%20update_overseas_shares_fund.pdf
  - SHA-256: `ea3e37062897e9ac…`
  - Ingested: 2026-05-16
- **Fund: overseas-shares-currency-hedged**
  - Original PDF: https://www.superlife.co.nz/files/LegalDocs/SLKS-FundUpdates/2020-Mar/superlife%20kiwisaver%20scheme%20fund%20update_overseas_shares_(currency_hedged)_fund.pdf
  - SHA-256: `09fd84dc432a9232…`
  - Ingested: 2026-05-16
- **Fund: total-world**
  - Original PDF: https://www.superlife.co.nz/files/LegalDocs/SLKS-FundUpdates/2020-Mar/superlife%20kiwisaver%20scheme%20fund%20update_total_world_fund.pdf
  - SHA-256: `091c7b2b108867cb…`
  - Ingested: 2026-05-16
- **Fund: us-500**
  - Original PDF: https://www.superlife.co.nz/files/LegalDocs/SLKS-FundUpdates/2020-Mar/superlife%20kiwisaver%20scheme%20fund%20update_us_500_fund.pdf
  - SHA-256: `9553107e5bf6d272…`
  - Ingested: 2026-05-16
- **Fund: us-large-value**
  - Original PDF: https://www.superlife.co.nz/files/LegalDocs/SLKS-FundUpdates/2020-Mar/superlife%20kiwisaver%20scheme%20fund%20update_us_large_value_fund.pdf
  - SHA-256: `97f415da63f1f346…`
  - Ingested: 2026-05-16
- **Fund: us-mid-cap**
  - Original PDF: https://www.superlife.co.nz/files/LegalDocs/SLKS-FundUpdates/2020-Mar/superlife%20kiwisaver%20scheme%20fund%20update_us_mid_cap_fund.pdf
  - SHA-256: `2da9e205fac437f4…`
  - Ingested: 2026-05-16
- **Fund: us-small-cap**
  - Original PDF: https://www.superlife.co.nz/files/LegalDocs/SLKS-FundUpdates/2020-Mar/superlife%20kiwisaver%20scheme%20fund%20update_us_small_cap_fund.pdf
  - SHA-256: `af33b22144a62633…`
  - Ingested: 2026-05-16

## Data sources

- FMA Disclose register — https://disclose-register.companiesoffice.govt.nz/
- IRD KiwiSaver — https://www.ird.govt.nz/kiwisaver
- Sorted Fund Finder — https://fundfinder.sorted.org.nz/

## Machine-readable surface

- Facts JSON: https://fundcompare.co.nz/api/qfu/smartshares/2020-q1/facts.json
- Crawlable HTML: https://fundcompare.co.nz/filings/qfu/smartshares/2020-q1

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This is an informational summary published by FundCompare NZ (https://fundcompare.co.nz) using publicly available data from the FMA Disclose register, IRD KiwiSaver, and Sorted Fund Finder. It does not constitute financial advice. FundCompare NZ is not a licensed Financial Advice Provider. Past performance is not indicative of future results — read each scheme's Product Disclosure Statement and consult a licensed financial adviser before making any decision. KiwiSaver® is a registered trademark of Inland Revenue.