Superlife US 500 Fund
US 500 Fund is an aggressive KiwiSaver fund managed by Superlife. It has 3,248 members and holds $108 million. It opened in 2015.
Fees and returns
- Annual fee
- 0.54% of your balance each year
- Return over 1 year
- +15.3% a year
- Return over 3 years
- +19.7% a year
- Return over 5 years
- +14.1% a year
Figures are after fees and tax, as at Q3 2026, sourced from the FMA Disclose Register.
What it invests in
International equities 100%.
Largest holdings
- Vanguard S&P 500 ETF 99.77%
- NZD Cash Account (ANZ Bank) 0.56%
- Outstanding Settlements 0.08%
Year by year
| Financial year | Return |
|---|---|
| 2025/26 | +15.3% |
| 2024/25 | +10.2% |
| 2023/24 | +34.9% |
| 2022/23 | −3.1% |
| 2021/22 | +16.5% |
| 2020/21 | +29.3% |
| 2019/20 | +5.8% |
| 2018/19 | +15.4% |
| 2017/18 | +7.4% |
| 2016/17 | +11.5% |
About this fund
The Superlife US 500 Fund is a passively managed fund that tracks the S&P 500 Index, giving exposure to 500 large US companies. Broad within the US, but a single-country exposure. It carries an annual fund charge of 0.54%.