SuperLife

SuperLife Aust Dividend

australasian_sharesAustralasian Shares Sustainability Rated

5yr Return

10.5%

3yr Return

14.4%

1yr Return

19.7%

3m Return

-1.10%

Total Fee

0.65%

Fund Size

$2.0M

Asset Allocation

equities
98.08%
cash
1.92%

Top Holdings

The fund's largest investments

Commonwealth Bank of Australia (CBA)

10.35%

Telstra Corporation Limited (TLS)

9.56%

Rio Tinto Limited (RIO)

9.43%

Woodside Petroleum Limited (WPL)

9.28%

Macquarie Group Limited (MQG)

8.74%

AGL Energy Limited (AGL)

7.21%

Aurizon Holdings Limited (AZJ)

6.26%

Westpac Banking Corporation (WBC)

3.40%

Spark New Zealand Limited (SPK)

2.58%

Wesfarmers Limited (WES)

2.55%

Historical Returns

3 Month

-1.10%

1 Year

19.7%

3 Year

14.4%

annualised

5 Year

10.5%

annualised

10 Year

7.6%

Since Inception

—%

annualised

Fees

Management Fee0.65%
Other Charges0.05%
Performance Fee0.00%
Membership Fee$33/yr
Total Annual Fee0.65%

Risk Level

6/ 7

High

Fund Managers

Michael Chamberlain

Owen Nash

Aaron Jenkins

Ryan Gillanders

John O'Reilly

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