Superlife Overseas Bonds Fund
Overseas Bonds Fund is a defensive KiwiSaver fund managed by Superlife. It has 1,209 members and holds $10 million. It opened in 2007.
Fees and returns
- Annual fee
- 0.59% of your balance each year
- Return over 1 year
- +0.3% a year
- Return over 3 years
- +2.2% a year
- Return over 5 years
- −0.1% a year
Figures are after fees and tax, as at Q3 2026, sourced from the FMA Disclose Register.
What it invests in
International fixed interest 100%.
Largest holdings
- Freddie Mac Pool 6.50% 1/01/2054 4.37%
- French Republic Government Bond Oat 2.75% 25/02/2030 3.41%
- China Development Bank 2.63% 8/01/2034 2.42%
Year by year
| Financial year | Return |
|---|---|
| 2025/26 | +0.3% |
| 2024/25 | +2.8% |
| 2023/24 | +3.5% |
| 2022/23 | −3.4% |
| 2021/22 | −3.3% |
| 2020/21 | +3.9% |
| 2019/20 | +2.4% |
| 2018/19 | +3.0% |
| 2017/18 | +2.7% |
| 2016/17 | +3.6% |
About this fund
The Superlife Overseas Bonds Fund is a passively managed defensive fund designed to reflect the international bond markets of developed economies. It gives global government and corporate bond exposure; as bond exposure its value moves with global interest rates and credit conditions. It carries an annual fund charge of 0.59%.