SUPERLIFE KIWISAVER SCHEME
Overseas Bonds 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% | 0.27% | -0.05% | $10.0M | 1,209 |
| 31 December 2025 | 0.59% | 4.02% | 0.2% | $10.4M | 1,215 |
| 30 September 2025 | 0.59% | 2.65% | 0.31% | $10.3M | 1,240 |
| 30 June 2025 | 0.59% | 3.42% | 0.42% | $9.8M | 1,274 |
| 31 March 2025 | 0.59% | 2.84% | 0.67% | $9.9M | 1,297 |
| 31 December 2024 | 0.59% | 1.73% | 0.35% | $10.0M | 1,317 |
| 30 September 2024 | 0.59% | 7.76% | 0.45% | $10.0M | 1,348 |
| 30 June 2024 | 0.59% | 3.87% | 0.37% | $9.8M | 1,379 |
| 31 March 2024 | 0.59% | 3.49% | 0.58% | $9.7M | 1,407 |
| 31 December 2023 | 0.59% | 5.17% | 1.13% | $9.3M | 1,434 |
| 30 September 2023 | 0.59% | 0.52% | 0.09% | $8.8M | 1,459 |
| 30 June 2023 | 0.59% | 0.79% | 0.53% | $9.1M | 1,494 |
| 31 March 2023 | 0.59% | -3.39% | 0.48% | $8.8M | 1,514 |
| 31 December 2022 | 0.59% | -8.39% | 0.19% | $8.6M | 1,535 |
| 30 September 2022 | 0.59% | -9.07% | 0.16% | $8.4M | 1,543 |
| 30 June 2022 | 0.59% | -7.21% | 0.68% | $8.8M | 1,561 |
| 31 March 2022 | 0.59% | -3.26% | 1.71% | $9.3M | 1,581 |
| 31 December 2021 | 0.59% | -0.92% | 2.74% | $9.5M | 1,577 |
| 30 September 2021 | 0.59% | 0.47% | 2.46% | $9.4M | 1,589 |
| 30 June 2021 | 0.59% | 1.65% | 2.77% | $9.4M | 1,587 |
| 31 March 2021 | 0.59% | 3.94% | 3.12% | $9.0M | 1,591 |
| 31 December 2020 | 0.59% | 4.8% | 3.92% | $8.8M | 1,613 |
| 30 September 2020 | 0.59% | 3.34% | 3.54% | $8.8M | 1,640 |
| 30 June 2020 | 0.59% | 3.16% | 3.77% | $8.9M | 1,695 |
| 31 March 2020 | 0.59% | 2.38% | 2.71% | $8.8M | 1,720 |
| 31 December 2019 | 0.59% | 5.75% | 3.35% | $8.6M | 1,693 |
| 30 September 2019 | 0.59% | 5.86% | 3.62% | $8.6M | 1,709 |
| 30 June 2019 | 0.59% | 4.71% | 3.84% | $8.0M | 1,724 |
| 31 December 2018 | 0.58% | 0.33% | 3.61% | $6.7M | 1,666 |
| 30 September 2018 | 0.58% | 0.86% | 3.55% | $6.8M | 1,692 |
| 30 June 2018 | 0.58% | 1.55% | 3.42% | $6.6M | 1,736 |
| 31 March 2018 | 0.58% | 2.67% | 2.83% | $6.5M | 1,777 |
| 31 December 2017 | 0.63% | 3.91% | 2.98% | $6.7M | 1,817 |
| 30 September 2017 | 0.63% | 1.86% | 3.09% | $6.4M | 1,845 |
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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