SUPERLIFE KIWISAVER SCHEME
US 500 Fund — 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 | 0.54% | 15.28% | 14.12% | $107.7M | 3,248 |
| 31 December 2025 | 0.54% | 12.35% | 17.51% | $114.1M | 3,307 |
| 30 September 2025 | 0.54% | 26.48% | 17.36% | $111.1M | 3,270 |
| 30 June 2025 | 0.54% | 13.12% | 16.11% | $95.8M | 3,088 |
| 31 March 2025 | 0.54% | 10.22% | 16.78% | $90.4M | 3,096 |
| 31 December 2024 | 0.54% | 37.51% | 16.64% | $96.8M | 3,046 |
| 30 September 2024 | 0.54% | 25.12% | 13.7% | $81.7M | 2,904 |
| 30 June 2024 | 0.54% | 24.63% | 15.33% | $72.5M | 2,724 |
| 31 March 2024 | 0.54% | 34.93% | 15.83% | $65.3M | 2,565 |
| 31 December 2023 | 0.54% | 24.25% | 15.24% | $53.2M | 2,419 |
| 30 September 2023 | 0.54% | 12.78% | 10.25% | $46.4M | 2,338 |
| 30 June 2023 | 0.54% | 16.68% | 12.23% | $42.6M | 2,199 |
| 31 March 2023 | 0.54% | -3.12% | 12.26% | $35.1M | 2,085 |
| 31 December 2022 | 0.54% | -13.68% | 9.86% | $31.6M | 2,023 |
| 30 September 2022 | 0.54% | -0.43% | 12.82% | $31.3M | 1,956 |
| 30 June 2022 | 0.54% | -0.16% | 12.93% | $28.3M | 1,828 |
| 31 March 2022 | 0.54% | 16.54% | 14.59% | $28.4M | 1,731 |
| 31 December 2021 | 0.54% | 35.21% | 16.48% | $28.2M | 1,614 |
| 30 September 2021 | 0.54% | 25.27% | 16.35% | $23.5M | 1,520 |
| 30 June 2021 | 0.54% | 28.28% | 16.31% | $20.3M | 1,375 |
| 31 March 2021 | 0.54% | 29.33% | 13.58% | $17.8M | 1,257 |
| 31 December 2020 | 0.54% | 8.25% | 11.44% | $15.6M | 1,184 |
| 30 September 2020 | 0.54% | 7.96% | 11.07% | $13.6M | 1,109 |
| 30 June 2020 | 0.54% | 9.4% | — | $11.8M | 1,051 |
| 31 March 2020 | 0.54% | 5.82% | — | $10.4M | 949 |
| 31 December 2019 | 0.54% | 29.45% | — | $11.7M | 957 |
| 30 September 2019 | 0.54% | 7.28% | — | $11.3M | 924 |
| 30 June 2019 | 0.54% | 8.92% | — | $9.1M | 844 |
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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