SUPERLIFE KIWISAVER SCHEME
Australian Mid Cap 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% | 18.73% | 8.84% | $32.0M | 1,412 |
| 31 December 2025 | 0.59% | 20.77% | 10.37% | $34.0M | 1,454 |
| 30 September 2025 | 0.59% | 22.39% | 13.54% | $34.2M | 1,467 |
| 30 June 2025 | 0.59% | 13.73% | 11.23% | $31.0M | 1,469 |
| 31 March 2025 | 0.59% | 3.15% | 16.6% | $29.8M | 1,482 |
| 31 December 2024 | 0.59% | 14.55% | 9.98% | $31.7M | 1,515 |
| 30 September 2024 | 0.59% | 17.99% | 9.47% | $31.1M | 1,553 |
| 30 June 2024 | 0.59% | 4.79% | 8.75% | $30.2M | 1,591 |
| 31 March 2024 | 0.59% | 14.3% | 10.52% | $32.6M | 1,605 |
| 31 December 2023 | 0.59% | 6.71% | 10.75% | $31.0M | 1,632 |
| 30 September 2023 | 0.59% | 3.16% | 6.02% | $30.2M | 1,655 |
| 30 June 2023 | 0.59% | 12.92% | 7.34% | $31.0M | 1,619 |
| 31 March 2023 | 0.59% | -5.58% | 7.75% | $29.2M | 1,614 |
| 31 December 2022 | 0.59% | -8.34% | 6.32% | $28.9M | 1,600 |
| 30 September 2022 | 0.59% | -0.67% | 8.81% | $28.4M | 1,572 |
| 30 June 2022 | 0.59% | -6.02% | 7.71% | $27.2M | 1,531 |
| 31 March 2022 | 0.59% | 15.54% | 10.71% | $30.6M | 1,480 |
| 31 December 2021 | 0.59% | 21.06% | 13.46% | $31.7M | 1,459 |
| 30 September 2021 | 0.59% | 27.5% | 11.1% | $30.4M | 1,410 |
| 30 June 2021 | 0.59% | 34.49% | 13.17% | $29.5M | 1,342 |
| 31 March 2021 | 0.59% | 67.55% | 11.16% | $27.3M | 1,225 |
| 31 December 2020 | 0.59% | 18.65% | 12.45% | $27.3M | 1,217 |
| 30 September 2020 | 0.59% | 1.98% | 9.94% | $23.6M | 1,202 |
| 30 June 2020 | 0.59% | 1.61% | 8.17% | $22.3M | 1,210 |
| 31 March 2020 | 0.59% | -21.08% | 2.08% | $18.0M | 1,173 |
| 31 December 2019 | 0.59% | 18.58% | — | $22.9M | 1,202 |
| 30 September 2019 | 0.59% | 0.56% | — | $23.1M | 1,205 |
| 30 June 2019 | 0.59% | -1.72% | — | $22.2M | 1,221 |
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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