Superlife US Mid Cap Fund
US Mid Cap Fund is an aggressive KiwiSaver fund managed by Superlife. It has 604 members and holds $5 million. It opened in 2015.
Fees and returns
- Annual fee
- 0.57% of your balance each year
- Return over 1 year
- +11.5% a year
- Return over 3 years
- +13.9% a year
- Return over 5 years
- +9.1% 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 Mid-Cap ETF 99.76%
- Outstanding Settlements 0.46%
- NZD Cash Account (ANZ Bank) 0.02%
Year by year
| Financial year | Return |
|---|---|
| 2025/26 | +11.5% |
| 2024/25 | +6.1% |
| 2023/24 | +24.9% |
| 2022/23 | −4.2% |
| 2021/22 | +9.1% |
| 2020/21 | +39.8% |
| 2019/20 | −4.4% |
| 2018/19 | +11.5% |
| 2017/18 | +5.7% |
| 2016/17 | +11.6% |
About this fund
The Superlife US Mid Cap Fund is a passively managed fund that tracks the CRSP US Mid Cap Index, investing in mid-sized US companies outside the largest S&P 500 names. It carries an annual fund charge of 0.57%.