SUPERLIFE KIWISAVER SCHEME
US Large Value 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 | 0.57% | 15.94% | 13.08% | $12.1M | 759 |
| 31 December 2025 | 0.57% | 10.81% | 15.78% | $12.6M | 804 |
| 30 September 2025 | 0.57% | 17.52% | 15.7% | $12.1M | 821 |
| 30 June 2025 | 0.57% | 11.59% | 14.36% | $11.3M | 842 |
| 31 March 2025 | 0.57% | 9.88% | 14.93% | $11.8M | 873 |
| 31 December 2024 | 0.57% | 27.43% | 11.9% | $12.1M | 866 |
| 30 September 2024 | 0.57% | 18.32% | 9.81% | $10.9M | 881 |
| 30 June 2024 | 0.57% | 14.01% | 10.65% | $10.9M | 845 |
| 31 March 2024 | 0.57% | 24.16% | 12.17% | $11.1M | 827 |
| 31 December 2023 | 0.57% | 7.49% | 11.23% | $10.2M | 808 |
| 30 September 2023 | 0.57% | 6.51% | 7.39% | $9.6M | 772 |
| 30 June 2023 | 0.57% | 9.73% | 9.46% | $9.0M | 671 |
| 31 March 2023 | 0.57% | 2.03% | 10% | $8.0M | 636 |
| 31 December 2022 | 0.57% | 4.01% | 8.94% | $8.5M | 636 |
| 30 September 2022 | 0.57% | 9.97% | 10.42% | $7.2M | 577 |
| 30 June 2022 | 0.57% | 9.5% | 10.77% | $6.7M | 539 |
| 31 March 2022 | 0.57% | 14.56% | 10.55% | $5.8M | 472 |
| 31 December 2021 | 0.57% | 31.78% | 10.42% | $4.9M | 427 |
| 30 September 2021 | 0.57% | 27.28% | 11.57% | $4.3M | 410 |
| 30 June 2021 | 0.57% | 27.84% | 11.78% | $4.0M | 393 |
| 31 March 2021 | 0.57% | 25.76% | 10.28% | $3.6M | 376 |
| 31 December 2020 | 0.57% | -6.57% | 6.92% | $2.7M | 322 |
| 30 September 2020 | 0.57% | -9.47% | 6.68% | $2.4M | 291 |
| 30 June 2020 | 0.57% | -5.38% | — | $1.9M | 255 |
| 31 March 2020 | 0.57% | -2.7% | — | $1.7M | 213 |
| 31 December 2019 | 0.57% | 23.66% | — | $2.4M | 220 |
| 30 September 2019 | 0.57% | 5.82% | — | $2.0M | 195 |
| 30 June 2019 | 0.57% | 8.11% | — | $1.8M | 199 |
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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