SUPERLIFE KIWISAVER SCHEME
Castle Point 5 Oceans 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 | 1.28% | 7.76% | 3.51% | $0.8M | 64 |
| 31 December 2025 | 1.28% | 9.02% | 3.91% | $1.0M | 63 |
| 30 September 2025 | 1.28% | 8.26% | 4.49% | $0.9M | 63 |
| 30 June 2025 | 1.28% | 7.12% | — | $0.8M | 59 |
| 31 March 2025 | 1.19% | 5.08% | — | $0.8M | 60 |
| 31 December 2024 | 1.19% | 6.01% | — | $0.9M | 64 |
| 30 September 2024 | 1.19% | 7.36% | — | $0.8M | 66 |
| 30 June 2024 | 1.19% | 4.57% | — | $1.1M | 64 |
| 31 March 2024 | 1.34% | 4.69% | — | $1.1M | 65 |
| 31 December 2023 | 1.34% | 2.71% | — | $1.1M | 67 |
| 30 September 2023 | 1.34% | 1.18% | — | $1.1M | 67 |
| 30 June 2023 | 1.43% | 0.12% | — | $1.4M | 70 |
| 31 March 2023 | 1.43% | -2.9% | — | $1.4M | 71 |
| 31 December 2022 | 1.43% | -4.6% | — | $1.3M | 69 |
| 30 September 2022 | 1.43% | -3.59% | — | $1.3M | 60 |
| 30 June 2022 | 1.44% | -1.64% | — | $1.2M | 56 |
| 31 March 2022 | 1.44% | 3.23% | — | $1.2M | 50 |
| 31 December 2021 | 1.44% | 6.99% | — | $1.4M | 57 |
| 30 September 2021 | 1.44% | 9.86% | — | $1.3M | 45 |
| 30 June 2021 | 1.44% | — | — | $1.2M | 41 |
| 31 December 2020 | 1.64% | — | — | $1.1M | 28 |
| 30 September 2020 | 1.64% | — | — | $0.9M | 17 |
| 30 June 2020 | 1.64% | — | — | — | — |
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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