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.
Quarters captured
34
Earliest period
30 September 2017
Latest period
31 March 2026
Latest fee
0.54%
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 |
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.