SuperLife

SuperLife US Large Growth

us_equitiesUS Equities

5yr Return

18.9%

3yr Return

35.6%

1yr Return

15.5%

3m Return

2.80%

Total Fee

0.57%

Fund Size

$160.3M

The WealthWatch View

SuperLife US Large Growth is a $160 million bet on a single American exchange-traded fund. The Vanguard Growth ETF commands 99.84 percent of the portfolio, leaving just over one percent in cash accounts. That concentration defines the entire strategy: no stock picking, no sector calls, just wholesale exposure to the growth style of US large-cap investing.

The fund charges 0.57 percent in total fees, including a 0.55 percent management fee and a 0.1 percent performance fee. Over the past year it returned 15.5 percent, with three-year annualised returns of 35.6 percent and five-year returns of 18.9 percent. All growth assets, risk level six, and fully international in allocation. The underlying ETF itself holds companies trading at higher valuations and expected to expand earnings faster than the broader market, typically technology and consumer discretionary names.

This is a pure-play vehicle built for investors seeking undiluted exposure to US growth stocks without the friction of direct offshore investing. The wrapper is simple, the allocation is transparent, and the execution is stripped down to a single holding.

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

Asset Allocation

International shares
99.95%
Cash and equivalents
0.05%

Top Holdings

The fund's largest investments

Vanguard Growth ETF

Shares · US

99.84%

NZD Cash Account (ANZ Bank)

Cash · NZ

1.16%

USD Cash Account (BNP Paribas)

Cash · US

0.03%

Historical Returns

3 Month

2.80%

1 Year

15.5%

3 Year

35.6%

annualised

5 Year

18.9%

annualised

10 Year

18.1%

Since Inception

—%

annualised

Fees

Management Fee0.55%
Other Charges0.02%
Performance Fee0.10%
Membership Fee$30/yr
Total Annual Fee0.57%

Risk Level

6/ 7

High

Fund Managers

Lisa Turnbull

Chief Executive Officer - Smart

9 months in role

Stuart Kenneth Reginald Millar

Chief Investment Officer - Smart

7 years, 1 month 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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