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SUPERLIFE KIWISAVER SCHEME

Overseas Shares (Currency Hedged) 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
34
Earliest period
30 September 2017
Latest period
31 March 2026
Latest fee
0.58%

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 20260.58%12.74%8.62%$28.6M1,652
31 December 20250.58%17.16%12.11%$30.6M1,668
30 September 20250.58%18.35%13.71%$30.9M1,695
30 June 20250.58%11.51%12.93%$28.6M1,711
31 March 20250.58%5.02%13.89%$25.6M1,752
31 December 20240.58%21.3%9.49%$27.0M1,780
30 September 20240.58%25.57%9.52%$26.8M1,816
30 June 20240.58%20.34%9.17%$25.6M1,872
31 March 20240.58%26.58%9.4%$25.7M1,890
31 December 20230.58%20.18%9.54%$24.2M1,916
30 September 20230.58%16.96%4.53%$21.8M1,947
30 June 20230.58%13.46%5.89%$22.3M1,986
31 March 20230.58%-6.66%5.34%$21.4M2,018
31 December 20220.58%-15.35%3.43%$20.2M2,043
30 September 20220.58%-15.41%3.38%$19.3M2,054
30 June 20220.58%-10.65%4.82%$19.8M2,079
31 March 20220.58%8.08%8.37%$21.6M2,110
31 December 20210.58%22.48%10.58%$22.9M2,129
30 September 20210.58%29.27%10.36%$21.1M2,122
30 June 20210.58%34.69%11.87%$20.8M2,112
31 March 20210.58%42.87%10.06%$19.6M2,109
31 December 20200.58%4.09%8.05%$18.5M2,127
30 September 20200.58%-1.89%7.26%$16.9M2,153
30 June 20200.58%-5.85%4.22%$16.3M2,208
31 March 20200.58%-14.09%2.05%$15.2M2,242
31 December 20190.58%21.6%7.75%$19.1M2,369
30 September 20190.58%-0.54%7.32%$18.4M2,393
30 June 20190.58%3.56%7.62%$17.9M2,460
31 December 20180.56%-9.81%6.07%$15.8M2,544
30 September 20180.56%10.65%10.48%$17.7M2,592
30 June 20180.56%7.85%10.79%$17.0M2,661
31 March 20180.56%7.58%9.95%$16.4M2,724
31 December 20170.62%18.24%12.98%$16.9M2,768
30 September 20170.62%17.28%12.39%$15.6M2,763

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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