Superlife NZ Shares Fund
NZ Shares Fund is an aggressive KiwiSaver fund managed by Superlife. It has 1,751 members and holds $24 million. It opened in 2007.
Fees and returns
- Annual fee
- 0.59% of your balance each year
- Return over 1 year
- +4.1% a year
- Return over 3 years
- +1.8% a year
- Return over 5 years
- −0.5% 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
- Infratil Ltd 5.52%
- The a2 Milk Co Ltd 5.2%
- Meridian Energy Ltd 5.16%
Year by year
| Financial year | Return |
|---|---|
| 2025/26 | +4.1% |
| 2024/25 | −0.1% |
| 2023/24 | +1.4% |
| 2022/23 | −5.3% |
| 2021/22 | −2.2% |
| 2020/21 | +36.9% |
| 2019/20 | −11.9% |
| 2018/19 | +16.0% |
| 2017/18 | +3.4% |
| 2016/17 | +11.1% |
About this fund
The Superlife NZ Shares Fund is a passively managed fund designed to reflect the New Zealand share market, giving broad local equity exposure. It is more diversified within the local market than top-10 or sector funds, but still concentrated in one small country market. It carries an annual fund charge of 0.59%.