SUPERLIFE KIWISAVER SCHEME
Ethica 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 | 0.7% | 7.49% | 4.3% | $72.2M | 1,474 |
| 31 December 2025 | 0.7% | 9.07% | 5.52% | $74.5M | 1,472 |
| 30 September 2025 | 0.7% | 9.87% | 6.71% | $74.7M | 1,474 |
| 30 June 2025 | 0.7% | 8.54% | 6.59% | $69.9M | 1,474 |
| 31 March 2025 | 0.7% | 4.57% | 7.99% | $68.2M | 1,498 |
| 31 December 2024 | 0.7% | 11.76% | 5.61% | $70.3M | 1,538 |
| 30 September 2024 | 0.7% | 15.84% | 5.63% | $68.7M | 1,555 |
| 30 June 2024 | 0.7% | 8.94% | 5.41% | $64.8M | 1,576 |
| 31 March 2024 | 0.7% | 12.81% | 6.22% | $65.0M | 1,591 |
| 31 December 2023 | 0.7% | 11.44% | 6.8% | $62.6M | 1,616 |
| 30 September 2023 | 0.7% | 5.81% | 4.04% | $58.5M | 1,639 |
| 30 June 2023 | 0.7% | 6% | 5.06% | $59.0M | 1,658 |
| 31 March 2023 | 0.7% | -5.43% | 4.99% | $56.8M | 1,680 |
| 31 December 2022 | 0.7% | -12.73% | 3.55% | $54.9M | 1,693 |
| 30 September 2022 | 0.7% | -10.7% | 4.2% | $53.4M | 1,691 |
| 30 June 2022 | 0.7% | -8.76% | 4.85% | $53.5M | 1,694 |
| 31 March 2022 | 0.7% | 2.95% | 6.71% | $57.3M | 1,683 |
| 31 December 2021 | 0.7% | 10.35% | 8.47% | $59.3M | 1,691 |
| 30 September 2021 | 0.7% | 15.07% | 7.35% | $57.1M | 1,681 |
| 30 June 2021 | 0.7% | 20.29% | 7.97% | $54.5M | 1,652 |
| 31 March 2021 | 0.7% | 27.91% | 7.12% | $50.2M | 1,602 |
| 31 December 2020 | 0.7% | 9.55% | 7.29% | $47.4M | 1,554 |
| 30 September 2020 | 0.7% | 4.38% | 6.47% | $43.4M | 1,543 |
| 30 June 2020 | 0.7% | 2.69% | 5.44% | $38.1M | 1,480 |
| 31 March 2020 | 0.7% | -3.76% | 4.17% | $33.5M | 1,416 |
| 31 December 2019 | 0.7% | 18.19% | 7.7% | $38.3M | 1,424 |
| 30 September 2019 | 0.7% | 7.39% | 7.76% | $34.9M | 1,356 |
| 30 June 2019 | 0.7% | 7.13% | 7.96% | $31.1M | 1,321 |
| 31 December 2018 | 0.69% | -4.53% | 5.89% | $26.4M | 1,301 |
| 30 September 2018 | 0.69% | 6.63% | 7.84% | $28.2M | 1,306 |
| 30 June 2018 | 0.69% | 4.93% | 7.59% | $26.7M | 1,310 |
| 31 March 2018 | 0.69% | 2.57% | 6.99% | $25.6M | 1,289 |
| 31 December 2017 | 0.73% | 10.08% | 8.38% | $25.3M | 1,274 |
| 30 September 2017 | 0.73% | 3.66% | 8.17% | $23.3M | 1,242 |
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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