Superlife NZ Mid Cap Fund
NZ Mid Cap Fund is an aggressive KiwiSaver fund managed by Superlife. It has 732 members and holds $7 million. It opened in 2015.
Fees and returns
- Annual fee
- 0.59% of your balance each year
- Return over 1 year
- +6.6% a year
- Return over 3 years
- +4.4% a year
- Return over 5 years
- +0.4% 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
- Mercury NZ Ltd 9.83%
- Chorus Ltd 9.23%
- Port of Tauranga Ltd 5.52%
Year by year
| Financial year | Return |
|---|---|
| 2025/26 | +6.6% |
| 2024/25 | +5.0% |
| 2023/24 | +1.6% |
| 2022/23 | −9.3% |
| 2021/22 | −1.2% |
| 2020/21 | +40.0% |
| 2019/20 | −12.5% |
| 2018/19 | +16.7% |
| 2017/18 | +18.5% |
| 2016/17 | +8.9% |
About this fund
The Superlife NZ Mid Cap Fund is a passively managed fund that tracks the S&P/NZX Mid Cap Index, investing in mid-sized New Zealand companies — a different local exposure from funds built around the largest names. It carries an annual fund charge of 0.59%.