Superlife Australian Mid Cap Fund
Australian Mid Cap Fund is an aggressive KiwiSaver fund managed by Superlife. It has 1,412 members and holds $32 million. It opened in 2015.
Fees and returns
- Annual fee
- 0.59% of your balance each year
- Return over 1 year
- +18.7% a year
- Return over 3 years
- +11.9% a year
- Return over 5 years
- +8.8% 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
- ALS Ltd 3.41%
- Mineral Resources Ltd 3.04%
- Orica Ltd 3.02%
Year by year
| Financial year | Return |
|---|---|
| 2025/26 | +18.7% |
| 2024/25 | +3.2% |
| 2023/24 | +14.3% |
| 2022/23 | −5.6% |
| 2021/22 | +15.5% |
| 2020/21 | +67.6% |
| 2019/20 | −21.1% |
| 2018/19 | +0.7% |
| 2017/18 | +8.1% |
| 2016/17 | +17.9% |
About this fund
The Superlife Australian Mid Cap Fund is a passively managed fund that tracks the S&P/ASX Mid Cap 50 Index, investing in mid-sized Australian companies between the largest names and small caps. It carries an annual fund charge of 0.59%.