Superlife US Large Value Fund
US Large Value Fund is an aggressive KiwiSaver fund managed by Superlife. It has 759 members and holds $12 million. It opened in 2015.
Fees and returns
- Annual fee
- 0.57% of your balance each year
- Return over 1 year
- +15.9% a year
- Return over 3 years
- +16.5% a year
- Return over 5 years
- +13.1% 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 Value ETF 99.72%
- NZD Cash Account (ANZ Bank) 0.46%
- Net Current Assets 0.18%
Year by year
| Financial year | Return |
|---|---|
| 2025/26 | +15.9% |
| 2024/25 | +9.9% |
| 2023/24 | +24.2% |
| 2022/23 | +2.0% |
| 2021/22 | +14.6% |
| 2020/21 | +25.8% |
| 2019/20 | −2.7% |
| 2018/19 | +12.6% |
| 2017/18 | +4.6% |
| 2016/17 | +13.2% |
About this fund
The Superlife US Large Value Fund is a passively managed fund that tracks the CRSP US Large Cap Value Index, tilting towards large US value-style companies. Its return path can differ from both the S&P 500 and growth-style options. It carries an annual fund charge of 0.57%.