SUPERLIFE KIWISAVER SCHEME
Nz Dividend 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 | 0.59% | 19.37% | 3% | $4.2M | 348 |
| 31 December 2025 | 0.59% | 17.39% | 2.51% | $4.2M | 355 |
| 30 September 2025 | 0.59% | 19.56% | 5.74% | $3.8M | 337 |
| 30 June 2025 | 0.59% | 11.75% | 4.71% | $3.4M | 333 |
| 31 March 2025 | 0.59% | -4.37% | 5.55% | $3.3M | 332 |
| 31 December 2024 | 0.59% | 1.13% | 0.76% | $3.7M | 350 |
| 30 September 2024 | 0.59% | 0.95% | -0.64% | $3.6M | 366 |
| 30 June 2024 | 0.59% | -8.98% | -1.01% | $3.4M | 380 |
| 31 March 2024 | 0.59% | 2.51% | 2.29% | $3.6M | 388 |
| 31 December 2023 | 0.59% | 1.88% | 4.14% | $3.7M | 410 |
| 30 September 2023 | 0.59% | 0.31% | 3.23% | $3.6M | 425 |
| 30 June 2023 | 0.59% | 6.38% | 5.11% | $3.8M | 437 |
| 31 March 2023 | 0.59% | -5.88% | 5.65% | $4.0M | 452 |
| 31 December 2022 | 0.59% | -6.34% | 4.62% | $4.0M | 451 |
| 30 September 2022 | 0.59% | -7.69% | 4.67% | $3.9M | 452 |
| 30 June 2022 | 0.59% | -6.65% | 4.28% | $3.9M | 454 |
| 31 March 2022 | 0.59% | 5.25% | 7.28% | $4.2M | 446 |
| 31 December 2021 | 0.59% | -0.07% | 8.12% | $4.1M | 440 |
| 30 September 2021 | 0.59% | 18.27% | 7.15% | $4.1M | 445 |
| 30 June 2021 | 0.59% | 24.49% | 8.36% | $3.8M | 435 |
| 31 March 2021 | 0.59% | 34.92% | 7.52% | $3.7M | 428 |
| 31 December 2020 | 0.59% | 7.69% | 10.84% | $3.9M | 429 |
| 30 September 2020 | 0.59% | -12.4% | 8.82% | $3.1M | 400 |
| 30 June 2020 | 0.59% | -15.62% | — | $2.7M | 391 |
| 31 March 2020 | 0.59% | -18.26% | — | $2.3M | 370 |
| 31 December 2019 | 0.59% | 19.27% | — | $4.0M | 446 |
| 30 September 2019 | 0.59% | 22.24% | — | $4.0M | 436 |
| 30 June 2019 | 0.59% | 22.98% | — | $2.6M | 306 |
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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