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SUPERLIFE KIWISAVER SCHEME

Superlife Age Steps - Age 80 — 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
0.56%

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 20260.56%2.49%0.95%11
31 December 20250.56%3.5%1.02%11
30 September 20250.56%3.34%1.25%12
30 June 20250.56%3.85%1.07%13
31 March 20250.56%3.39%1.56%9
31 December 20240.56%3.71%1%6
30 September 20240.56%7.96%1.01%20
30 June 20240.56%3.85%0.73%16
31 March 20240.56%3.79%0.95%24
31 December 20230.56%4.99%1.36%24
30 September 20230.56%1.61%0.38%16
30 June 20230.56%0.97%0.8%12
31 March 20230.56%-2.52%0.88%4
31 December 20220.56%-6.93%0.5%6
30 September 20220.56%-7.65%0.56%4
30 June 20220.56%-6.03%1.1%2
31 March 20220.56%-2.2%1.96%2
31 December 20210.56%0.32%2.88%
30 September 20210.56%1.65%2.69%
30 June 20210.56%3.07%3.05%
31 March 20210.56%5.62%3.11%1
31 December 20200.56%3.38%3.56%1
30 September 20200.56%2.1%3.42%1
30 June 20200.56%2.12%3.3%
31 March 20200.56%0.32%2.57%
31 December 20190.56%5.57%3.49%
30 September 20190.56%4.68%3.71%
30 June 20190.56%4.19%3.76%
31 December 20180.59%-5%6.23%$14.0M526
30 September 20180.59%9.08%7.93%$15.5M524
30 June 20180.59%7.75%$13.5M503
31 March 20180.59%4.76%7.04%$12.5M486
31 December 20170.65%14.27%$12.0M457
30 September 20170.65%9.93%$10.4M419

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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