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SUPERLIFE KIWISAVER SCHEME

Global Aggregate Bond 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
19
Earliest period
30 September 2021
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

PeriodAnnual fee1-year return5-year avg returnFund sizeMembers
31 March 20260.59%1.03%-1.53%$1.5M112
31 December 20250.59%2.05%-2%$1.3M103
30 September 20250.59%0.22%-2.02%$1.1M99
30 June 20250.59%3.12%$1.2M103
31 March 20250.59%2.01%$1.3M97
31 December 20240.59%0.97%$1.2M101
30 September 20240.59%8.69%$1.1M106
30 June 20240.59%2.29%$1.1M112
31 March 20240.59%2%$1.4M117
31 December 20230.59%4.41%$1.5M114
30 September 20230.59%-1.01%$0.9M112
30 June 20230.59%-2.25%$0.7M114
31 March 20230.59%-6.75%$0.7M104
31 December 20220.59%-13.37%$0.5M105
30 September 20220.59%-13.97%$0.4M98
30 June 20220.59%-10.71%$0.4M92
31 March 20220.59%-5.57%$0.3M80
31 December 20210.59%-3.01%$0.3M67
30 September 20210.59%-2.66%$0.2M50

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.

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