SUPERLIFE KIWISAVER SCHEME
Australian Financials 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% | 25.08% | 14.01% | $15.5M | 1,003 |
| 31 December 2025 | 0.59% | 15.34% | 16.19% | $16.0M | 1,032 |
| 30 September 2025 | 0.59% | 24.11% | 20.71% | $15.5M | 996 |
| 30 June 2025 | 0.59% | 27.58% | 17.93% | $11.3M | 826 |
| 31 March 2025 | 0.59% | 14.74% | 18.58% | $7.3M | 727 |
| 31 December 2024 | 0.59% | 36.09% | 12.5% | $6.9M | 711 |
| 30 September 2024 | 0.59% | 36.63% | 8.73% | $5.8M | 639 |
| 30 June 2024 | 0.59% | 25.85% | 7.9% | $3.8M | 542 |
| 31 March 2024 | 0.59% | 27.55% | 9.52% | $3.3M | 510 |
| 31 December 2023 | 0.59% | 9.18% | 7.8% | $3.0M | 495 |
| 30 September 2023 | 0.59% | 4.86% | 3.77% | $2.9M | 477 |
| 30 June 2023 | 0.59% | 7.14% | 3.48% | $2.5M | 408 |
| 31 March 2023 | 0.59% | -8.08% | 3.92% | $2.3M | 390 |
| 31 December 2022 | 0.59% | -0.51% | 2.42% | $2.2M | 383 |
| 30 September 2022 | 0.59% | -2.88% | 2.55% | $2.5M | 383 |
| 30 June 2022 | 0.59% | -4.38% | 2.52% | $2.6M | 388 |
| 31 March 2022 | 0.59% | 14.47% | 3.11% | $2.6M | 367 |
| 31 December 2021 | 0.59% | 24.22% | 4.11% | $2.7M | 380 |
| 30 September 2021 | 0.59% | 48.38% | 5.95% | $1.9M | 344 |
| 30 June 2021 | 0.59% | 38.55% | 7.41% | $1.9M | 358 |
| 31 March 2021 | 0.59% | 52.24% | 5.01% | $2.3M | 352 |
| 31 December 2020 | 0.59% | -1.88% | 0.99% | $1.9M | 284 |
| 30 September 2020 | 0.59% | -26.38% | -1.47% | $1.4M | 255 |
| 30 June 2020 | 0.59% | -18.2% | — | $1.4M | 237 |
| 31 March 2020 | 0.59% | -22.87% | — | $0.6M | 162 |
| 31 December 2019 | 0.59% | 9.95% | — | $0.7M | 175 |
| 30 September 2019 | 0.59% | 8.18% | — | $0.7M | 163 |
| 30 June 2019 | 0.59% | 2.2% | — | $0.7M | 163 |
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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