SUPERLIFE KIWISAVER SCHEME
Overseas 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 | 0.58% | 14.12% | 11.53% | $34.8M | 1,864 |
| 31 December 2025 | 0.58% | 16.46% | 15.03% | $37.9M | 1,904 |
| 30 September 2025 | 0.58% | 26.93% | 15.49% | $36.4M | 1,911 |
| 30 June 2025 | 0.58% | 13.64% | 13.75% | $32.7M | 1,914 |
| 31 March 2025 | 0.58% | 8.59% | 14.55% | $31.5M | 1,946 |
| 31 December 2024 | 0.58% | 29.97% | 12.57% | $33.4M | 1,966 |
| 30 September 2024 | 0.58% | 20.85% | 10.12% | $31.2M | 1,976 |
| 30 June 2024 | 0.58% | 18.95% | 11.3% | $32.1M | 2,010 |
| 31 March 2024 | 0.58% | 29.17% | 12.17% | $32.1M | 2,017 |
| 31 December 2023 | 0.58% | 20.75% | 11.46% | $28.4M | 2,005 |
| 30 September 2023 | 0.58% | 15.27% | 6.69% | $25.6M | 2,005 |
| 30 June 2023 | 0.58% | 16.86% | 8.21% | $25.7M | 2,019 |
| 31 March 2023 | 0.58% | 0.99% | 8.18% | $24.1M | 2,023 |
| 31 December 2022 | 0.58% | -11.4% | 5.85% | $22.9M | 2,053 |
| 30 September 2022 | 0.58% | -6.64% | 7.26% | $22.8M | 2,083 |
| 30 June 2022 | 0.58% | -5.82% | 7.96% | $23.7M | 2,114 |
| 31 March 2022 | 0.58% | 6.74% | 9.65% | $25.7M | 2,141 |
| 31 December 2021 | 0.58% | 24.39% | 12.07% | $27.0M | 2,146 |
| 30 September 2021 | 0.58% | 24.48% | 12.16% | $25.9M | 2,166 |
| 30 June 2021 | 0.58% | 27.56% | 12.91% | $25.6M | 2,166 |
| 31 March 2021 | 0.58% | 30.42% | 10.33% | $24.4M | 2,174 |
| 31 December 2020 | 0.58% | 4.53% | 8.05% | $22.7M | 2,212 |
| 30 September 2020 | 0.58% | 0.01% | 6.94% | $21.0M | 2,249 |
| 30 June 2020 | 0.58% | 1.89% | 5.51% | $21.0M | 2,313 |
| 31 March 2020 | 0.58% | -2.23% | 5.73% | $19.2M | 2,324 |
| 31 December 2019 | 0.58% | 23.67% | 9.47% | $22.0M | 2,436 |
| 30 September 2019 | 0.58% | 3.17% | 9.76% | $21.7M | 2,449 |
| 30 June 2019 | 0.58% | 3.72% | 10.48% | $20.7M | 2,501 |
| 31 December 2018 | 0.56% | -6.72% | 7.32% | $18.2M | 2,579 |
| 30 September 2018 | 0.56% | 18.41% | 12.42% | $20.7M | 2,637 |
| 30 June 2018 | 0.56% | 15.53% | 11.6% | $19.4M | 2,645 |
| 31 March 2018 | 0.56% | 8.03% | 11.56% | $18.1M | 2,672 |
| 31 December 2017 | 0.62% | 17.87% | 13.61% | $18.9M | 2,707 |
| 30 September 2017 | 0.62% | 16.7% | 12.54% | $18.3M | 2,726 |
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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