SUPERLIFE KIWISAVER SCHEME
Australian Shares 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.
Quarters captured
34
Earliest period
30 September 2017
Latest period
31 March 2026
Latest fee
0.59%
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% | 15.12% | 8.56% | $22.9M | 1,634 |
| 31 December 2025 | 0.59% | 11.26% | 9.52% | $23.8M | 1,658 |
| 30 September 2025 | 0.59% | 11.48% | 12.59% | $23.9M | 1,690 |
| 30 June 2025 | 0.59% | 11.4% | 11.25% | $22.5M | 1,718 |
| 31 March 2025 | 0.59% | 2.9% | 13.93% | $21.2M | 1,751 |
| 31 December 2024 | 0.59% | 12.14% | 8.18% | $21.8M | 1,777 |
| 30 September 2024 | 0.59% | 21.26% | 7.77% | $21.9M | 1,821 |
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.
FundCompare
Compare every fund within a KiwiSaver scheme on the FMA Disclose register. Refreshed quarterly. Independent — FundCompare is not a Financial Advice Provider; general information only.