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 has placed 2nd in its category over five years, a standout result for a fund managing $785 million across more than 20,000 members. It charges 0.63% annually in total fees, including a small performance fee component.

The portfolio allocates 95% to growth assets, with international shares commanding nearly two-thirds of the fund at 65.5%. Australasian shares take 23%, while listed property and infrastructure holdings add just over 10% combined. The top holdings reveal a distinctive tilt: alongside the expected US technology giants such as NVIDIA (3.3%), Apple (3%) and Microsoft (2.1%), the fund has placed significant weight in thematic ETFs covering global infrastructure and property, each around 5%. Emerging markets feature through both a Vanguard ETF (4.5%) and an ESG-screened allocation (2.4%). Fisher & Paykel Healthcare is the sole New Zealand name in the top ten, at just under 2%.

The fund has delivered 14.2% over one year and 15.4% annualised over three years, placing it 7th and 6th respectively within the aggressive category. Its five-year return of 9.4% annualised reflects a longer view through varied market conditions. At risk level 6, this is a high-growth structure built for extended investment horizons.

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

Asset Allocation

International shares
65.54%
Australasian shares
23%
Other
5.6%
Listed property
5.07%
Cash and equivalents
0.79%

Top Holdings

The fund's largest investments

IShares Core FTSE Global Infrastructure AUD Hedged ETF

Other · AU

5.66%

IShares Core FTSE Global Property ex Australia AUD Hedged ETF

Property · AU

5.01%

Vanguard FTSE Emerging Markets ETF

Shares · US

4.51%

NVIDIA Corp

Shares · US

3.33%

Apple Inc

Shares · US

3.01%

IShares MSCI EM IMI ESG Screened UCITS ETF

Shares · IE

2.42%

Microsoft Corp

Shares · US

2.10%

Fisher & Paykel Healthcare Corp Ltd

Shares · NZ

1.95%

Amazon.Com Inc

Shares · US

1.60%

Alphabet Inc Class A

Shares · US

1.32%

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

6 years, 10 months in role

Lisa Turnbull

Chief Executive Officer - Smart

6 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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