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SuperLife KiwiSaver Scheme

Australian Shares Fund — material events

Quarter-by-quarter change log for this fund: annual-fee changes (any delta), material AUM moves (>20% q-over-q), and material member-count moves (>20% q-over-q).

Each event cites the QFU date that surfaced it. Same detection primitives as the per-scheme and cross-scheme change logs — narrowest scope.

Events
3
Fee changes
2
AUM moves
1
Member moves
0

Event log

  1. AUM move2020-03-31

    Fund size shrank by 22% from $18.0M to $14.0M between 2019-12-31 and 2020-03-31.

    Before: $18.0M → After: $14.0M

  2. Fee change2019-06-30

    Annual fee increased from 0.58% to 0.59% in the QFU dated 2019-06-30.

    Before: 0.58% → After: 0.59%

  3. Fee change2018-03-31

    Annual fee decreased from 0.60% to 0.58% in the QFU dated 2018-03-31.

    Before: 0.60% → After: 0.58%

Related

Counts and verbatim numbers only — not financial advice. Past performance is not a reliable indicator of future returns. KiwiSaver® is a registered trademark of Inland Revenue.

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