Summer Growth Selection

SuperLife's Summer Growth Selection charges a total fee of 0.9 percent, including a 0.12 percent performance fee, placing it among the pricier options in the growth category. The fund holds $114 million in assets and finished 14th in its category over one year, with a 10.7 percent return.

The portfolio tilts heavily toward shares, with 79 percent in growth assets. International equities dominate at 44 percent, followed by Australasian shares at 27 percent. The fund blends passive and active exposures: Vanguard ESG ETFs sit alongside direct holdings in Fisher & Paykel Healthcare, Microsoft, and Alphabet. Listed property makes up 9 percent, concentrated in New Zealand names like Precinct Properties and Goodman Property Trust. The fixed income allocation is modest, with 11 percent in New Zealand bonds and 5 percent via the Hunter Global Fixed Interest Fund.

Over three years, the fund returned 11.7 percent annually, ranking 21st in its category. The five-year figure of 6.1 percent a year placed it 19th. The mix of direct stock picks and ESG-screened ETFs gives the fund a hybrid character, neither fully index-tracking nor purely active.

General information only, not financial advice. Past performance is not a reliable indicator of future results.