SUPERLIFE KIWISAVER SCHEME
Nz Bonds 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 | 0.54% | 2.59% | 1.45% | $36.8M | 2,288 |
| 31 December 2025 | 0.54% | 3.56% | 1.28% | $37.1M | 2,306 |
| 30 September 2025 | 0.54% | 4.29% | 1.13% | $37.0M | 2,351 |
| 30 June 2025 | 0.54% | 4.82% | 1.04% | $36.3M | 2,429 |
| 31 March 2025 | 0.54% | 4.93% | 1.47% | $35.5M | 2,446 |
| 31 December 2024 | 0.54% | 4.42% | 1.38% | $34.9M | 2,476 |
| 30 September 2024 | 0.54% | 7.41% | 1.1% | $35.6M | 2,515 |
| 30 June 2024 | 0.54% | 4.44% | 0.91% | $34.0M | 2,555 |
| 31 March 2024 | 0.54% | 3.72% | 0.99% | $34.1M | 2,614 |
| 31 December 2023 | 0.54% | 5.24% | 1.28% | $33.5M | 2,670 |
| 30 September 2023 | 0.54% | 1.68% | 0.75% | $31.2M | 2,720 |
| 30 June 2023 | 0.54% | 1.6% | 0.98% | $31.6M | 2,764 |
| 31 March 2023 | 0.54% | -0.01% | 1.08% | $31.2M | 2,806 |
| 31 December 2022 | 0.54% | -3.73% | 0.89% | $30.8M | 2,849 |
| 30 September 2022 | 0.54% | -4.66% | 1.09% | $30.3M | 2,875 |
| 30 June 2022 | 0.54% | -5.07% | 1.33% | $31.7M | 2,906 |
| 31 March 2022 | 0.54% | -3.73% | 1.86% | $33.1M | 2,951 |
| 31 December 2021 | 0.54% | -2.76% | 2.66% | $34.4M | 2,985 |
| 30 September 2021 | 0.54% | -2.56% | 2.4% | $35.5M | 3,049 |
| 30 June 2021 | 0.54% | -0.28% | 2.81% | $36.0M | 3,107 |
| 31 March 2021 | 0.54% | 2.7% | 3.07% | $36.0M | 3,172 |
| 31 December 2020 | 0.54% | 4.1% | 3.79% | $37.9M | 3,286 |
| 30 September 2020 | 0.54% | 4.1% | 3.87% | $38.5M | 3,351 |
| 30 June 2020 | 0.54% | 4.18% | 3.86% | $37.8M | 3,410 |
| 31 March 2020 | 0.54% | 2.47% | 3.46% | $35.3M | 3,463 |
| 31 December 2019 | 0.54% | 3.89% | 3.76% | $36.0M | 3,471 |
| 30 September 2019 | 0.54% | 5.57% | 4.26% | $36.8M | 3,530 |
| 30 June 2019 | 0.54% | 4.8% | 4.26% | $35.8M | 3,578 |
| 31 December 2018 | 0.53% | 3.24% | 4.09% | $31.3M | 3,500 |
| 30 September 2018 | 0.53% | 3.39% | 4.03% | $31.7M | 3,528 |
| 30 June 2018 | 0.53% | 3.39% | 3.87% | $30.8M | 3,619 |
| 31 March 2018 | 0.53% | 3.94% | 3.74% | $30.4M | 3,699 |
| 31 December 2017 | 0.57% | 5.06% | 3.72% | $30.9M | 3,754 |
| 30 September 2017 | 0.57% | 1.72% | 3.84% | $30.0M | 3,831 |
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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