SUPERLIFE KIWISAVER SCHEME
Nz Top 50 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% | 4.06% | -0.48% | $52.4M | 1,822 |
| 31 December 2025 | 0.59% | 6.02% | 0.41% | $56.8M | 1,877 |
| 30 September 2025 | 0.59% | 7.8% | 2.94% | $56.7M | 1,931 |
| 30 June 2025 | 0.59% | 8.62% | 2.99% | $54.5M | 2,022 |
| 31 March 2025 | 0.59% | -0.08% | 5.47% | $54.1M | 2,097 |
| 31 December 2024 | 0.59% | 7.52% | 1.86% | $57.3M | 2,166 |
| 30 September 2024 | 0.59% | 7.01% | 1.83% | $56.2M | 2,267 |
| 30 June 2024 | 0.59% | -5.79% | 1.25% | $54.4M | 2,363 |
| 31 March 2024 | 0.59% | 1.33% | 3.77% | $58.5M | 2,466 |
| 31 December 2023 | 0.59% | 1.01% | 5.51% | $58.9M | 2,591 |
| 30 September 2023 | 0.59% | -1.19% | 3.55% | $55.7M | 2,687 |
| 30 June 2023 | 0.59% | 7.19% | 5.68% | $60.2M | 2,812 |
| 31 March 2023 | 0.59% | -5.25% | 7% | $59.1M | 2,868 |
| 31 December 2022 | 0.59% | -12.15% | 6.23% | $58.3M | 2,888 |
| 30 September 2022 | 0.59% | -15.13% | 7.16% | $57.0M | 2,891 |
| 30 June 2022 | 0.59% | -13.6% | 7.34% | $55.7M | 2,874 |
| 31 March 2022 | 0.59% | -2.18% | 11.16% | $61.6M | 2,864 |
| 31 December 2021 | 0.59% | 0.88% | 13.72% | $64.0M | 2,859 |
| 30 September 2021 | 0.59% | 19.49% | 12.66% | $63.5M | 2,867 |
| 30 June 2021 | 0.59% | 22.22% | 13.19% | $60.8M | 2,729 |
| 31 March 2021 | 0.59% | 39.08% | 13.13% | $58.2M | 2,582 |
| 31 December 2020 | 0.59% | 13.94% | 15.23% | $57.0M | 2,413 |
| 30 September 2020 | 0.59% | 2.09% | 14.19% | $48.5M | 2,298 |
| 30 June 2020 | 0.59% | -0.24% | 12.24% | $45.1M | 2,279 |
| 31 March 2020 | 0.59% | -7.89% | 8.42% | $35.3M | 2,071 |
| 31 December 2019 | 0.59% | 28.18% | — | $45.4M | 2,053 |
| 30 September 2019 | 0.59% | 16.4% | — | $43.0M | 2,006 |
| 30 June 2019 | 0.59% | 16.75% | — | $40.6M | 1,920 |
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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