SUPERLIFE KIWISAVER SCHEME
Nz Shares 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% | 4.1% | -0.46% | $23.8M | 1,751 |
| 31 December 2025 | 0.59% | 6.03% | 0.41% | $25.5M | 1,786 |
| 30 September 2025 | 0.59% | 7.75% | 2.86% | $25.2M | 1,831 |
| 30 June 2025 | 0.59% | 8.59% | 2.74% | $24.3M | 1,892 |
| 31 March 2025 | 0.59% | -0.1% | 5.15% | $24.2M | 1,943 |
| 31 December 2024 | 0.59% | 7.5% | 1.33% | $25.5M | 1,990 |
| 30 September 2024 | 0.59% | 7.08% | 1.15% | $24.9M | 2,041 |
| 30 June 2024 | 0.59% | -5.77% | 0.25% | $24.4M | 2,134 |
| 31 March 2024 | 0.59% | 1.37% | 2.54% | $26.2M | 2,195 |
| 31 December 2023 | 0.59% | 1.07% | 4.07% | $26.3M | 2,260 |
| 30 September 2023 | 0.59% | -1.17% | 2.55% | $24.4M | 2,296 |
| 30 June 2023 | 0.59% | 7.23% | 4.69% | $25.9M | 2,358 |
| 31 March 2023 | 0.59% | -5.26% | 5.35% | $25.8M | 2,421 |
| 31 December 2022 | 0.59% | -12.16% | 4.37% | $25.5M | 2,460 |
| 30 September 2022 | 0.59% | -15.14% | 5% | $25.3M | 2,496 |
| 30 June 2022 | 0.59% | -13.61% | 4.42% | $25.6M | 2,532 |
| 31 March 2022 | 0.59% | -2.15% | 7.19% | $28.4M | 2,585 |
| 31 December 2021 | 0.59% | 0.87% | 9.66% | $30.2M | 2,641 |
| 30 September 2021 | 0.59% | 19% | 9.41% | $30.4M | 2,701 |
| 30 June 2021 | 0.59% | 20.74% | 10.08% | $29.7M | 2,737 |
| 31 March 2021 | 0.59% | 36.91% | 9.96% | $29.4M | 2,756 |
| 31 December 2020 | 0.59% | 10.98% | 12.38% | $29.7M | 2,787 |
| 30 September 2020 | 0.59% | -0.93% | 11.83% | $26.2M | 2,807 |
| 30 June 2020 | 0.59% | -3.94% | 10.38% | $25.6M | 2,883 |
| 31 March 2020 | 0.59% | -11.9% | 6.97% | $21.9M | 2,900 |
| 31 December 2019 | 0.59% | 22.8% | 12.42% | $29.7M | 3,073 |
| 30 September 2019 | 0.59% | 14.74% | 12.21% | $28.4M | 3,100 |
| 30 June 2019 | 0.59% | 17.06% | 12.39% | $27.8M | 3,152 |
| 31 December 2018 | 0.59% | 2.54% | 8.61% | $24.3M | 3,236 |
| 30 September 2018 | 0.59% | 11.16% | 11.62% | $25.3M | 3,300 |
| 30 June 2018 | 0.59% | 5.86% | 12.75% | $22.3M | 3,299 |
| 31 March 2018 | 0.59% | 3.35% | 10.8% | $21.3M | 3,302 |
| 31 December 2017 | 0.6% | 12.51% | 12.77% | $22.1M | 3,341 |
| 30 September 2017 | 0.6% | 4.25% | 13.29% | $21.0M | 3,383 |
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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