SUPERLIFE KIWISAVER SCHEME
Superlife Age Steps - Age 40 — 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 | 0.62% | 10.29% | 5.43% | — | 289 |
| 31 December 2025 | 0.62% | 10.97% | 7% | — | 309 |
| 30 September 2025 | 0.62% | 12.91% | 8.36% | — | 315 |
| 30 June 2025 | 0.62% | 9.24% | 7.68% | — | 296 |
| 31 March 2025 | 0.62% | 4.81% | 9.04% | — | 298 |
| 31 December 2024 | 0.62% | 14.73% | 5.91% | — | 295 |
| 30 September 2024 | 0.62% | 16.97% | 5.59% | — | 1,152 |
| 30 June 2024 | 0.62% | 9.86% | 5.27% | — | 1,272 |
| 31 March 2024 | 0.62% | 13.97% | 5.95% | — | 1,359 |
| 31 December 2023 | 0.62% | 10.99% | 6.46% | — | 1,395 |
| 30 September 2023 | 0.62% | 7.71% | 3.44% | — | 1,410 |
| 30 June 2023 | 0.62% | 7.86% | 4.61% | — | 1,394 |
| 31 March 2023 | 0.62% | -4.45% | 4.67% | — | 1,418 |
| 31 December 2022 | 0.62% | -11.81% | 3.21% | — | 1,441 |
| 30 September 2022 | 0.62% | -11.55% | 3.69% | — | 1,386 |
| 30 June 2022 | 0.62% | -9.01% | 4.59% | — | 1,422 |
| 31 March 2022 | 0.62% | 3.49% | 6.59% | — | 1,295 |
| 31 December 2021 | 0.62% | 12.55% | 8.74% | — | 270 |
| 30 September 2021 | 0.62% | 18.75% | 8.18% | — | 300 |
| 30 June 2021 | 0.62% | 22.84% | 9.19% | — | 285 |
| 31 March 2021 | 0.62% | 30.49% | 7.98% | — | 309 |
| 31 December 2020 | 0.62% | 5.45% | 7.61% | — | 313 |
| 30 September 2020 | 0.62% | -0.81% | 6.47% | — | 307 |
| 30 June 2020 | 0.62% | -2.46% | 4.9% | — | 335 |
| 31 March 2020 | 0.62% | -9.23% | 3.37% | — | 339 |
| 31 December 2019 | 0.62% | 17.75% | 7.84% | — | 339 |
| 30 September 2019 | 0.62% | 5.53% | 7.65% | — | 318 |
| 30 June 2019 | 0.62% | 6.54% | 7.92% | — | 322 |
| 31 December 2018 | 0.59% | -4.99% | 5.95% | — | 40 |
| 30 September 2018 | 0.59% | 9% | 8.19% | — | 40 |
| 30 June 2018 | 0.59% | 7.75% | — | — | 40 |
| 31 March 2018 | 0.59% | 4.64% | 7.37% | — | 40 |
| 31 December 2017 | 0.65% | 14.48% | — | — | 40 |
| 30 September 2017 | 0.65% | 9.37% | — | — | 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.
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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