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smartshares — Quarterly Fund Update 2017-Q4

Period ending 2017-12-31. 20 funds covered. Source: FMA Disclose register.

This filing is a Quarterly Fund Update (QFU) for the smartshares KiwiSaver scheme, covering the period ended 31 December 2017. The QFU is a regulatory snapshot mandated by the Financial Markets Authority, providing a standardised quarterly disclosure of fees, returns, assets under management, member numbers, and asset allocation across each scheme fund. The FMA Disclose register is the authoritative source for all KiwiSaver scheme fund disclosures.

As at 31 December 2017, smartshares offered 20 KiwiSaver scheme funds with combined assets under management of $0.38 billion and 52,645 members. The average annual fee across these funds was 0.64%. Over the one-year period, the average after-tax return was 12.10%, while the average five-year annual return was 7.24%. Past performance is not a reliable indicator of future returns.

Funds covered

FundFees (1y)1y return5y avgAUM (NZD)MembersGrowth %
Superlife Age Steps - Age 500.65%13.80%——50—
Nz Property Fund0.59%14.03%9.88%$14,734,6492,777—
Superlife Age Steps - Age 400.65%14.48%——40—
Ethica Fund0.73%10.08%8.38%$25,263,7791,274—
Superlife Age Steps - Age 300.60%7.63%5.29%$7,124,458225—
Overseas Shares (Currency Hedged) Fund0.62%18.24%12.98%$16,940,7482,768—
Superlife Age Steps - Age 600.63%11.59%7.95%$32,382,216829—
Quaystreet Income Fund0.58%3.94%—$97,947,82315,382—
Superlife Age Steps - Age 700.61%9.12%——70—
Growth Fund0.61%21.21%—$1,264,413212—
UK Cash Fund0.55%1.88%2.36%$52,580,3289,102—
Australian Shares Fund0.60%16.66%5.79%$17,764,8702,849—
Overseas Non-Government Bonds Fund0.57%2.27%2.95%$17,327,2082,846—
Emerging Markets Fund1.10%26.83%5.46%$9,456,0942,125—
Superlife Age Steps - Age 800.65%14.27%—$11,962,567457—
Overseas Bonds Fund0.63%3.91%2.98%$6,734,5261,817—
Nz Shares Fund0.60%12.51%12.77%$22,109,4123,341—
Superlife Age Steps - Age 200.67%16.69%——20—
Overseas Shares Fund0.62%17.87%13.61%$18,860,0972,707—
Nz Bonds Fund0.57%5.06%3.72%$30,874,0603,754—

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

Source documents

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Every fund page on FundCompare ships with structured JSON and a plain-markdown summary alongside the HTML — so LLMs, MCP clients, and analysts can cite the same regulator-sourced data the page renders. Source documents come from FMA Disclose, IRD, and Sorted Fund Finder.

Identifiers

Scheme
smartshares
Period
2017-12-31
Document type
QFU
Source PDFs
46
Funds extracted
20

Endpoints for smartshares QFU 2017-Q4

GET/api/qfu/smartshares/2017-q4/facts.jsonapplication/jsonStructured filing facts: source PDFs + per-fund extracted snapshots.
GET/api/qfu/smartshares/2017-q4/markdowntext/markdownPlain-markdown filing summary with per-fund table.
GET/api/provider/smartshares/facts.jsonapplication/jsonProvider-level facts including every fund this scheme operates.

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print(data["fund_name" if "fund" == "fund" else "name"])

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FundCompare is not a Financial Advice Provider. Data is sourced from FMA Disclose, IRD, and Sorted Fund Finder. The endpoints above are free, public, and cached for one hour. KiwiSaver® is a registered trademark of Inland Revenue.

FundCompare is not a Financial Advice Provider. Quarterly Fund Updates are filed with the FMA Disclose register and are the authoritative source for fund-level data. KiwiSaver® is a registered trademark of Inland Revenue.

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