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SUPERLIFE KIWISAVER SCHEME

Superlife Age Steps - Age 20 — 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
0.63%

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 20260.63%12.09%6.42%259
31 December 20250.63%12.69%8.38%290
30 September 20250.63%15.15%10.01%299
30 June 20250.63%10.45%9.19%292
31 March 20250.63%5.1%10.71%290
31 December 20240.63%17.37%6.94%306
30 September 20240.63%19.09%6.55%1,199
30 June 20240.63%11.23%6.2%1,181
31 March 20240.63%16.38%6.97%1,171
31 December 20230.63%12.36%7.49%1,069
30 September 20230.63%9.11%3.97%1,100
30 June 20230.63%9.44%5.32%1,212
31 March 20230.63%-4.94%5.38%1,181
31 December 20220.63%-12.95%3.66%1,203
30 September 20220.63%-12.48%4.23%1,318
30 June 20220.63%-9.74%5.22%1,421
31 March 20220.63%4.74%7.48%1,519
31 December 20210.63%15.6%9.92%334
30 September 20210.63%23.03%9.31%355
30 June 20210.63%27.76%10.46%372
31 March 20210.63%36.58%8.93%380
31 December 20200.63%5.4%8.31%394
30 September 20200.63%-1.84%6.94%393
30 June 20200.63%-3.84%5.04%389
31 March 20200.63%-11.5%3.41%382
31 December 20190.63%20.39%8.71%385
30 September 20190.63%5.32%8.39%391
30 June 20190.63%6.76%8.71%396
31 December 20180.61%-6.27%6.38%20
30 September 20180.61%10.51%9.09%20
30 June 20180.61%8.96%20
31 March 20180.61%4.95%20
31 December 20170.67%16.69%20
30 September 20170.67%11.01%18,105

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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