SUPERLIFE KIWISAVER SCHEME
Nz Mid Cap 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% | 6.62% | 0.4% | $6.8M | 732 |
| 31 December 2025 | 0.59% | 18.06% | 2.19% | $7.8M | 789 |
| 30 September 2025 | 0.59% | 16.87% | 3.62% | $7.6M | 799 |
| 30 June 2025 | 0.59% | 16.17% | 3.67% | $6.8M | 805 |
| 31 March 2025 | 0.59% | 5.01% | 6.02% | $7.1M | 861 |
| 31 December 2024 | 0.59% | 10.12% | 0.16% | $7.1M | 874 |
| 30 September 2024 | 0.59% | 9.26% | 0.48% | $7.1M | 915 |
| 30 June 2024 | 0.59% | -4.71% | -0.73% | $6.8M | 946 |
| 31 March 2024 | 0.59% | 1.59% | 2.23% | $7.2M | 973 |
| 31 December 2023 | 0.59% | -4.68% | 2.53% | $7.2M | 1,007 |
| 30 September 2023 | 0.59% | -6.4% | 1.61% | $7.0M | 1,011 |
| 30 June 2023 | 0.59% | 0.35% | 3.56% | $7.2M | 1,018 |
| 31 March 2023 | 0.59% | -9.28% | 5.1% | $7.2M | 1,031 |
| 31 December 2022 | 0.59% | -15.54% | 4.41% | $6.9M | 1,028 |
| 30 September 2022 | 0.59% | -15.82% | 5.9% | $7.0M | 1,022 |
| 30 June 2022 | 0.59% | -14.32% | 6.68% | $6.9M | 1,028 |
| 31 March 2022 | 0.59% | -1.16% | 10.86% | $7.5M | 994 |
| 31 December 2021 | 0.59% | 6.47% | 14.36% | $8.2M | 990 |
| 30 September 2021 | 0.59% | 18.72% | 13.23% | $7.8M | 970 |
| 30 June 2021 | 0.59% | 25.83% | 13.69% | $6.6M | 844 |
| 31 March 2021 | 0.59% | 40% | 13.02% | $6.1M | 768 |
| 31 December 2020 | 0.59% | 6.82% | 13.85% | $6.1M | 705 |
| 30 September 2020 | 0.59% | 0.21% | 14.05% | $5.2M | 640 |
| 30 June 2020 | 0.59% | -6.48% | — | $4.8M | 600 |
| 31 March 2020 | 0.59% | -12.47% | — | $3.8M | 529 |
| 31 December 2019 | 0.59% | 23.75% | — | $5.1M | 579 |
| 30 September 2019 | 0.59% | 15.54% | — | $4.5M | 547 |
| 30 June 2019 | 0.59% | 17.71% | — | $3.8M | 471 |
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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