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.
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 |
| 30 June 2024 | 0.57% | 10.55% | 9.52% | $4.2M | 685 |
| 31 March 2024 | 0.57% | 24.91% | 11.76% | $4.2M | 679 |
| 31 December 2023 | 0.57% | 14.6% | 12.34% | $3.7M | 682 |
| 30 September 2023 | 0.57% | 6.36% | 6.87% | $3.5M | 710 |
| 30 June 2023 | 0.57% | 11.16% | 8.54% | $3.9M | 763 |
| 31 March 2023 | 0.57% | -4.18% | 9.25% | $3.6M | 775 |
| 31 December 2022 | 0.57% | -13.76% | 7.71% | $3.2M | 762 |
| 30 September 2022 | 0.57% | -6.36% | 9.88% | $3.2M | 747 |
| 30 June 2022 | 0.57% | -6.29% | 9.81% | $3.1M | 714 |
| 31 March 2022 | 0.57% | 9.06% | 11.42% | $3.3M | 680 |
| 31 December 2021 | 0.57% | 29.46% | 13.67% | $3.5M | 658 |
| 30 September 2021 | 0.57% | 30.95% | 14.07% | $2.8M | 586 |
| 30 June 2021 | 0.57% | 34.1% | 14.52% | $2.2M | 471 |
| 31 March 2021 | 0.57% | 39.76% | 11.93% | $1.6M | 353 |
| 31 December 2020 | 0.57% | 8.51% | 9.61% | $1.4M | 294 |
| 30 September 2020 | 0.57% | 0.66% | 7.99% | $1.0M | 251 |
| 30 June 2020 | 0.57% | 1.89% | — | $0.9M | 220 |
| 31 March 2020 | 0.57% | -4.41% | — | $0.8M | 218 |
| 31 December 2019 | 0.57% | 28.88% | — | $1.4M | 271 |
| 30 September 2019 | 0.57% | 6.17% | — | $1.4M | 254 |
| 30 June 2019 | 0.57% | 5.81% | — | $1.3M | 243 |
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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