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SUPERLIFE KIWISAVER SCHEME

Superlife Age Steps - Age 30 — 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
0.62%

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 20260.62%10.29%5.43%237
31 December 20250.62%10.97%7%250
30 September 20250.62%12.91%8.36%289
30 June 20250.62%9.24%7.68%300
31 March 20250.62%4.81%9.04%287
31 December 20240.62%14.73%5.91%289
30 September 20240.62%16.97%5.59%1,219
30 June 20240.62%9.86%5.27%1,295
31 March 20240.62%13.97%5.95%1,388
31 December 20230.62%10.99%6.46%1,473
30 September 20230.62%7.71%3.44%1,557
30 June 20230.62%7.86%4.61%1,486
31 March 20230.62%-4.45%4.67%1,461
31 December 20220.62%-11.81%3.21%1,428
30 September 20220.62%-11.55%3.69%1,337
30 June 20220.62%-9.01%4.59%1,420
31 March 20220.62%3.49%6.59%1,325
31 December 20210.62%12.55%8.74%272
30 September 20210.62%18.75%8.18%302
30 June 20210.62%22.84%9.19%312
31 March 20210.62%30.49%7.98%326
31 December 20200.62%5.45%7.61%307
30 September 20200.62%-0.81%6.47%299
30 June 20200.62%-2.46%4.9%299
31 March 20200.62%-9.23%3.37%293
31 December 20190.62%17.75%7.84%299
30 September 20190.62%5.53%7.65%297
30 June 20190.62%6.54%7.92%287
31 December 20180.55%-0.64%4.7%$10.3M317
30 September 20180.55%4.42%5.44%$9.1M283
30 June 20180.55%4.05%5.55%$8.0M262
31 March 20180.55%3.27%4.65%$7.8M243
31 December 20170.6%7.63%5.29%$7.1M225
30 September 20170.6%4.33%5.36%$6.7M216

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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