SuperLife

SuperLife Growth

GrowthGrowth

5yr Return

7.8%

3yr Return

13.2%

1yr Return

11.8%

3m Return

2.30%

Total Fee

0.61%

Fund Size

$83.7M

The WealthWatch View

SuperLife Growth charges a total fee of 0.61 per cent, landing it among the cheaper options in a category where costs vary widely and every basis point counts over decades of compounding.

The fund holds 76 per cent in growth assets, split between 52.5 per cent international shares and 18.8 per cent Australasian equities. It builds most of its offshore exposure through exchange-traded funds rather than direct stock picks, though the biggest US tech names still surface: NVIDIA at 2.75 per cent, Apple at 2.48 per cent, Microsoft at 1.74 per cent. The top holding is an infrastructure ETF hedged to the Australian dollar at 4.69 per cent, followed by a global property fund at 4.06 per cent. Fisher & Paykel Healthcare is the sole New Zealand stock in the top ten, weighted at 1.6 per cent. Over five years the fund returned 7.8 per cent annually and placed 7th in its category. The one-year return of 11.8 per cent sits at 9th.

At $83.7 million in funds under management, SuperLife Growth remains modest in scale. The structure is straightforward: a growth fund built for long time horizons, delivered through low-cost passive building blocks and a light touch on individual stock concentration.

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

Asset Allocation

International shares
52.54%
Australasian shares
18.82%
New Zealand bonds
8.34%
International bonds
7.81%
Other
4.64%
Listed property
4.03%
Cash and equivalents
3.82%

Top Holdings

The fund's largest investments

IShares Core FTSE Global Infrastructure AUD Hedged ETF

Other · AU

4.69%

IShares Core FTSE Global Property ex Australia AUD Hedged ETF

Property · AU

4.06%

Vanguard FTSE Emerging Markets ETF

Shares · US

3.44%

NVIDIA Corp

Shares · US

2.75%

Apple Inc

Shares · US

2.48%

IShares MSCI EM IMI ESG Screened UCITS ETF

Shares · IE

2.18%

Microsoft Corp

Shares · US

1.74%

Fisher & Paykel Healthcare Corp Ltd

Shares · NZ

1.60%

Amazon.Com Inc

Shares · US

1.32%

NZD Cash Account (ANZ Bank)

Cash · NZ

1.12%

Historical Returns

3 Month

2.30%

1 Year

11.8%

3 Year

13.2%

annualised

5 Year

7.8%

annualised

10 Year

8.2%

Since Inception

—%

annualised

Fees

Management Fee0.59%
Other Charges0.02%
Performance Fee0.10%
Membership Fee$30/yr
Total Annual Fee0.61%

Category Rankings

Ranked within Growth funds

3 Month#10
1 Year#9
3 Year#13
5 Year#7
10 Year#10

Risk Level

5/ 7

Medium-High

Fund Managers

Lisa Turnbull

Chief Executive Officer - Smart

6 months in role

Stuart Kenneth Reginald Millar

Chief Investment Officer - Smart

6 years, 10 months in role

Jon Raby

Director - Smart

5 months in role

Alister John Williams

Director - Smart

10 years, 4 months in role

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