Superlife Balanced Fund
Superlife Balanced Fund is a balanced KiwiSaver fund managed by Superlife. It has 1,405 members and holds $83 million. It opened in 2009.
Fees and returns
- Annual fee
- 0.60% of your balance each year
- Return over 1 year
- +8.2% a year
- Return over 3 years
- +8.0% a year
- Return over 5 years
- +4.3% a year
Figures are after fees and tax, as at Q3 2026, sourced from the FMA Disclose Register.
How it compares
Over the last five years this fund returned +4.3% a year. The median for mainstream balanced funds over the same period was +3.7% a year, across 40 funds. This fund is ahead of that median, by 0.6 percentage points.
What it invests in
International equities 40%, new zealand fixed interest 16%, international fixed interest 16%, australasian equities 14%.
Largest holdings
- iShares Core FTSE Global Infrastructure AUD Hedged ETF 3.64%
- Vanguard FTSE Emerging Markets ETF 3.54%
- iShares Core FTSE Global Property ex Australia AUD Hedged ETF 3.06%
Year by year
| Financial year | Return |
|---|---|
| 2025/26 | +8.2% |
| 2024/25 | +4.6% |
| 2023/24 | +11.3% |
| 2022/23 | −4.4% |
| 2021/22 | +2.5% |
| 2020/21 | +23.5% |
| 2019/20 | −6.2% |
| 2018/19 | +6.7% |
| 2017/18 | +3.9% |
| 2016/17 | +9.1% |
About this fund
The Superlife Balanced Fund is a passively built, diversified balanced fund combining shares, listed property and fixed interest, built from Superlife's index building blocks, with a growth-leaning tilt. It carries an annual fund charge of 0.6%.