Sharesies
Sharesies Kiwisaver Smartshares Balanced
miscellaneousBalanced - Replicated5yr Return
—%
3yr Return
—%
1yr Return
10.2%
3m Return
1.80%
Total Fee
0.50%
Fund Size
$40.1M
Asset Allocation
equities
55.48%
bonds
31.52%
cash
7.47%
property
2.86%
other
2.79%
Top Holdings
The fund's largest investments
SuperLife Balanced Fund
Historical Returns
3 Month
1.80%
1 Year
10.2%
3 Year
—%
annualised
5 Year
—%
annualised
10 Year
—%
Since Inception
—%
annualised
Fees
Management Fee0.50%
Other Charges0.00%
Performance Fee0.00%
Total Annual Fee0.50%
Risk Level
4/ 7
Medium
Fund Managers
Leighton Roberts
Matthew Macpherson
Nick Dobson
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