SUPERLIFE KIWISAVER SCHEME
US Small 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% | 16.57% | 7.59% | $5.8M | 606 |
| 31 December 2025 | 0.57% | 3.99% | 10.02% | $6.1M | 624 |
| 30 September 2025 | 0.57% | 15.82% | 12.8% | $6.1M | 634 |
| 30 June 2025 | 0.57% | 8.46% | 11.13% | $5.4M | 657 |
| 31 March 2025 | 0.57% | 0.89% | 13.93% | $5.7M | 698 |
| 31 December 2024 | 0.57% | 24.08% | 11.15% | $6.6M | 710 |
| 30 September 2024 | 0.57% | 17.19% | 8.49% | $6.4M | 725 |
| 30 June 2024 | 0.57% | 9.51% | 8.62% | $5.0M | 709 |
| 31 March 2024 | 0.57% | 26.11% | 10.53% | $5.3M | 715 |
| 31 December 2023 | 0.57% | 17.32% | 11.39% | $4.9M | 722 |
| 30 September 2023 | 0.57% | 6.09% | 4.84% | $4.5M | 758 |
| 30 June 2023 | 0.57% | 13.88% | 6.61% | $4.8M | 812 |
| 31 March 2023 | 0.57% | -3.51% | 7.8% | $4.5M | 830 |
| 31 December 2022 | 0.57% | -12.77% | 6.32% | $4.3M | 825 |
| 30 September 2022 | 0.57% | -7.71% | 8.43% | $4.2M | 806 |
| 30 June 2022 | 0.57% | -12.27% | 8.28% | $3.9M | 779 |
| 31 March 2022 | 0.57% | 0.74% | 9.92% | $4.2M | 740 |
| 31 December 2021 | 0.57% | 22.06% | 11.46% | $4.5M | 716 |
| 30 September 2021 | 0.57% | 37.42% | 13.34% | $3.8M | 649 |
| 30 June 2021 | 0.57% | 42.59% | 14.9% | $3.4M | 550 |
| 31 March 2021 | 0.57% | 55.24% | 12.93% | $2.8M | 430 |
| 31 December 2020 | 0.57% | 9.47% | 10.06% | $2.2M | 382 |
| 30 September 2020 | 0.57% | -4.67% | 6.33% | $1.6M | 340 |
| 30 June 2020 | 0.57% | -3.23% | — | $1.3M | 316 |
| 31 March 2020 | 0.57% | -13.31% | — | $1.0M | 289 |
| 31 December 2019 | 0.57% | 25.42% | — | $1.8M | 322 |
| 30 September 2019 | 0.57% | -1.23% | — | $1.7M | 307 |
| 30 June 2019 | 0.57% | -0.11% | — | $1.7M | 312 |
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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