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SUPERLIFE KIWISAVER SCHEME

Superlife Age Steps - Age 50 — 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
0.61%

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 20260.61%9.73%5.12%293
31 December 20250.61%10.44%6.57%288
30 September 20250.61%12.21%7.85%307
30 June 20250.61%8.86%7.21%323
31 March 20250.61%4.72%8.52%331
31 December 20240.61%13.91%5.59%350
30 September 20240.61%16.31%5.28%1,514
30 June 20240.61%9.43%4.97%1,437
31 March 20240.61%13.22%5.62%1,482
31 December 20230.61%10.56%6.14%1,409
30 September 20230.61%7.27%3.27%1,482
30 June 20230.61%7.36%4.38%1,534
31 March 20230.61%-4.3%4.44%1,572
31 December 20220.61%-11.46%3.06%1,568
30 September 20220.61%-11.27%3.51%1,561
30 June 20220.61%-8.78%4.38%1,662
31 March 20220.61%3.1%6.31%1,587
31 December 20210.61%11.61%8.36%330
30 September 20210.61%17.44%7.83%373
30 June 20210.61%21.33%8.79%365
31 March 20210.61%28.64%7.68%360
31 December 20200.61%5.44%7.39%361
30 September 20200.61%-0.51%6.31%334
30 June 20200.61%-2.05%4.85%334
31 March 20200.61%-8.53%3.36%324
31 December 20190.61%16.93%7.57%344
30 September 20190.61%5.58%7.42%353
30 June 20190.61%6.46%7.66%340
31 December 20180.59%-4.59%5.82%50
30 September 20180.59%8.53%7.91%50
30 June 20180.59%7.37%50
31 March 20180.59%4.54%9.54%50
31 December 20170.65%13.8%50
30 September 20170.65%8.86%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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