SuperLife

SuperLife Aust Financials

australasian_sharesAustralasian Shares Sustainability Rated

5yr Return

17.4%

3yr Return

20.7%

1yr Return

15.9%

3m Return

-0.40%

Total Fee

0.65%

Fund Size

$16.0M

Asset Allocation

equities
64.08%
cash
35.92%

Top Holdings

The fund's largest investments

Commonwealth Bank Of Australia (CBA)

16.14%

Westpac Banking Corporation (WBC)

12.78%

National Australia Bank Limited (NAB)

8.73%

ANZ Banking Group Limited (ANZ)

8.64%

Macquarie Group Limited (MQG)

2.84%

AMP Limited (AMP)

2.16%

Suncorp Group Limited (SUN)

1.93%

QBE Insurance Group Limited (QBE)

1.88%

Insurance Australia Group Limited (IAG)

1.71%

Cash deposit (ASB Bank NZ$)

35.21%

Historical Returns

3 Month

-0.40%

1 Year

15.9%

3 Year

20.7%

annualised

5 Year

17.4%

annualised

10 Year

9.6%

Since Inception

—%

annualised

Fees

Management Fee0.60%
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

John O'Reilly

Ryan Gillanders

Aaron Jenkins

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