SuperLife US Large Growth
us_equitiesUS Equities5yr 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
Top Holdings
The fund's largest investments
Vanguard Growth ETF
Shares · US
NZD Cash Account (ANZ Bank)
Cash · NZ
USD Cash Account (BNP Paribas)
Cash · US
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
Risk Level
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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