SUPERLIFE KIWISAVER SCHEME
US Mid Cap 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.
Quarters captured
28
Earliest period
30 June 2019
Latest period
31 March 2026
Latest fee
0.57%
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% | 11.5% | 9.09% | $4.8M | 604 |
| 31 December 2025 | 0.57% | 8.88% | 11.71% | $5.2M | 624 |
| 30 September 2025 | 0.57% | 20.8% | 13.08% | $5.5M | 651 |
| 30 June 2025 | 0.57% | 16.5% | 12.49% | $5.1M | 655 |
| 31 March 2025 | 0.57% | 6.14% | 14.13% | $5.3M | 684 |
| 31 December 2024 | 0.57% | 24.89% | 11.63% | $5.3M | 685 |
| 30 September 2024 | 0.57% | 17.34% | 9.03% | $4.5M | 676 |
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.
FundCompare
Compare every fund within a KiwiSaver scheme on the FMA Disclose register. Refreshed quarterly. Independent — FundCompare is not a Financial Advice Provider; general information only.