SUPERLIFE KIWISAVER SCHEME
Australian Dividend Fund — history
Quarterly readings of fees, 1-year and 5-year returns sourced from each FMA-mandated Quarterly Fund Update. Every QFU PDF is kept on file so the chart back-fills as more periods are ingested.
Returns over time
Annual return after fees and tax (1-year) and 5-year average annual return, as published in each Quarterly Fund Update.
Fees over time
Total annual fund charges. Falling fees (or steady, if low) are a key signal.
Per-quarter readings
| Period | Annual fee | 1-year return | 5-year avg return | Fund size | Members |
|---|---|---|---|---|---|
| 31 March 2026 | 0.59% | 27.34% | 10.02% | $2.2M | 206 |
| 31 December 2025 | 0.59% | 18.55% | 9.04% | $2.0M | 206 |
| 30 September 2025 | 0.59% | 20.03% | 12.21% | $2.1M | 210 |
| 30 June 2025 | 0.59% | 12.23% | 9.37% | $1.8M | 198 |
| 31 March 2025 | 0.59% | 1.36% | 11.86% | $1.5M | 186 |
| 31 December 2024 | 0.59% | 5.98% | 5.36% | $1.8M | 199 |
| 30 September 2024 | 0.59% | 14.3% | 4.95% | $1.8M | 212 |
| 30 June 2024 | 0.59% | 9.6% | 4.91% | $1.7M | 217 |
| 31 March 2024 | 0.59% | 12.78% | 6.1% | $1.7M | 218 |
| 31 December 2023 | 0.59% | 14.22% | 8.3% | $1.5M | 208 |
| 30 September 2023 | 0.59% | 9.17% | 3.58% | $1.3M | 200 |
| 30 June 2023 | 0.59% | 8.74% | 3.31% | $1.3M | 204 |
| 31 March 2023 | 0.59% | 0.65% | 4.61% | $1.5M | 208 |
| 31 December 2022 | 0.59% | -0.68% | 1.54% | $1.2M | 182 |
| 30 September 2022 | 0.59% | 3.57% | 2.43% | $1.2M | 183 |
| 30 June 2022 | 0.59% | -2.69% | 2.76% | $1.3M | 187 |
| 31 March 2022 | 0.59% | 10% | 2.79% | $1.1M | 149 |
| 31 December 2021 | 0.59% | 8.16% | 4.02% | $1.3M | 141 |
| 30 September 2021 | 0.59% | 14.66% | 3.42% | $1.3M | 133 |
| 30 June 2021 | 0.59% | 20.07% | 6.48% | $1.3M | 126 |
| 31 March 2021 | 0.59% | 38.4% | 4% | $1.1M | 121 |
| 31 December 2020 | 0.59% | -0.15% | 2.77% | $1.0M | 121 |
| 30 September 2020 | 0.59% | -14.06% | -0.41% | $0.7M | 110 |
| 30 June 2020 | 0.59% | -8.88% | — | $0.7M | 116 |
| 31 March 2020 | 0.59% | -22.18% | — | $0.5M | 110 |
| 31 December 2019 | 0.59% | 21.58% | — | $0.8M | 119 |
| 30 September 2019 | 0.59% | 6.99% | — | $0.5M | 101 |
| 30 June 2019 | 0.59% | 1.66% | — | $0.4M | 99 |
Data sources
- FMA Disclose register — Quarterly Fund Updates
- Provider websites — issuer-published QFU PDFs
Past performance is not a reliable indicator of future returns. General information only — not financial advice.
Compare every fund on the FMA Disclose register. Refreshed quarterly. Independent — FundCompare is not a Financial Advice Provider; general information only.
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