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SUPERLIFE KIWISAVER SCHEME

Nz Top 10 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

PeriodAnnual fee1-year return5-year avg returnFund sizeMembers
31 March 20260.59%4.08%-0.33%$4.3M364
31 December 20250.59%-4.94%-1.09%$4.7M388
30 September 20250.59%-0.08%0.72%$5.3M415
30 June 20250.59%1.34%-0.28%$5.2M444
31 March 20250.59%-2.19%2.3%$5.6M480
31 December 20240.59%11.35%3.17%$6.5M505
30 September 20240.59%10.71%2.99%$6.5M533
30 June 20240.59%-0.75%2.83%$6.5M552
31 March 20240.59%1.1%4.15%$6.6M580
31 December 20230.59%5.38%6.87%$6.9M597
30 September 20230.59%5.86%3.79%$6.4M632
30 June 20230.59%13.71%5.94%$7.0M656
31 March 20230.59%2.32%7.48%$6.6M638
31 December 20220.59%-10.05%6.51%$6.3M633
30 September 20220.59%-17.45%6.21%$6.0M637
30 June 20220.59%-14.25%6.03%$5.8M647
31 March 20220.59%-6.63%9.55%$6.6M670
31 December 20210.59%-5.64%11.46%$7.3M700
30 September 20210.59%7.24%10.17%$7.8M749
30 June 20210.59%0.57%11%$8.7M816
31 March 20210.59%18.57%11.71%$10.2M869
31 December 20200.59%17.36%15.7%$9.9M797
30 September 20200.59%11.7%15.01%$8.1M707
30 June 20200.59%18.16%$6.0M518
31 March 20200.59%7%$2.9M340
31 December 20190.59%32.81%$2.6M315
30 September 20190.59%15.06%$2.3M294
30 June 20190.59%15.17%$1.9M254

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.

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