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.
Quarters captured
28
Earliest period
30 June 2019
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
| 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 |
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.