Superlife Australian Financials Fund
Australian Financials Fund is an aggressive KiwiSaver fund managed by Superlife. It has 1,003 members and holds $16 million. It opened in 2015.
Fees and returns
- Annual fee
- 0.59% of your balance each year
- Return over 1 year
- +25.1% a year
- Return over 3 years
- +22.3% a year
- Return over 5 years
- +14.0% a year
Figures are after fees and tax, as at Q3 2026, sourced from the FMA Disclose Register.
What it invests in
Australasian equities 100%.
Largest holdings
- Commonwealth Bank of Australia 31.58%
- Westpac Banking Corp 15.19%
- National Australia Bank Ltd 14.31%
Year by year
| Financial year | Return |
|---|---|
| 2025/26 | +25.1% |
| 2024/25 | +14.7% |
| 2023/24 | +27.6% |
| 2022/23 | −8.1% |
| 2021/22 | +14.5% |
| 2020/21 | +52.2% |
| 2019/20 | −22.9% |
| 2018/19 | −1.9% |
| 2017/18 | −11.6% |
| 2016/17 | +25.4% |
About this fund
The Superlife Australian Financials Fund is a passively managed fund that tracks the S&P/ASX 200 Financials ex-A-REIT Index, investing only in Australian financial-sector companies. As a single-sector fund it can move very differently from broad Australian shares. It carries an annual fund charge of 0.59%.