SuperLife

SuperLife High Growth

aggressiveAggressive

5yr Return

9.4%

3yr Return

15.4%

1yr Return

14.2%

3m Return

3.00%

Total Fee

0.63%

Fund Size

$785.1M

The WealthWatch View

SuperLife High Growth charges 0.63% all-in and holds $785 million across 20,649 members, making it one of the larger aggressive funds in the market. It sits 2nd in its category over five years, with returns of 9.4% annualised, and has delivered 14.2% over the past year.

The fund commits 95% to growth assets, with two-thirds in international shares and nearly a quarter in Australasian equities. The largest single holding is Nvidia at 3.33%, followed by Apple at 3.06% and Microsoft at 1.92%. Beyond the US tech concentration, the fund layers in exposure through ETFs: global property, global infrastructure, and emerging markets all feature in the top ten. Fisher & Paykel Healthcare is the standout local holding at 1.84%.

The structure blends direct stock positions with broad index exposure, giving the portfolio both concentrated bets on major US companies and diversified reach into property, infrastructure and developing markets. Risk is rated 6 out of 7, reflecting the all-equity tilt and minimal defensive buffer. The fee sits roughly in line with the category average for an aggressive fund of this scale.

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

Asset Allocation

International shares
66.52%
Australasian shares
22.95%
Listed property
5.13%
Other
5.01%
Cash and equivalents
0.4%

Top Holdings

The fund's largest investments

IShares Core FTSE Global Property ex Australia AUD Hedged ETF

Property · AU

5.11%

IShares Core FTSE Global Infrastructure AUD Hedged ETF

Other · AU

5.08%

IShares MSCI EM IMI ESG Screened UCITS ETF

Shares · IE

4.95%

NVIDIA Corp

Shares · US

3.33%

Apple Inc

Shares · US

3.06%

Microsoft Corp

Shares · US

1.92%

Fisher & Paykel Healthcare Corp Ltd

Shares · NZ

1.84%

Amazon.Com Inc

Shares · US

1.72%

Vanguard FTSE Emerging Markets ETF

Shares · US

1.65%

Alphabet Inc Class A

Shares · US

1.52%

Historical Returns

3 Month

3.00%

1 Year

14.2%

3 Year

15.4%

annualised

5 Year

9.4%

annualised

10 Year

9.3%

Since Inception

—%

annualised

Fees

Management Fee0.61%
Other Charges0.02%
Performance Fee0.10%
Membership Fee$30/yr
Total Annual Fee0.63%

Category Rankings

Ranked within Aggressive funds

3 Month#9
1 Year#7
3 Year#6
5 Year#2
10 Year#6

Risk Level

6/ 7

High

Fund Managers

Stuart Kenneth Reginald Millar

Chief Investment Officer - Smart

7 years, 1 month in role

Lisa Turnbull

Chief Executive Officer - Smart

9 months in role

Jon Raby

Director - Smart

8 months in role

Alister John Williams

Director - Smart

10 years, 7 months in role

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