Superlife US Small Cap Fund
US Small Cap Fund is an aggressive KiwiSaver fund managed by Superlife. It has 606 members and holds $6 million. It opened in 2015.
Fees and returns
- Annual fee
- 0.57% of your balance each year
- Return over 1 year
- +16.6% a year
- Return over 3 years
- +14.0% a year
- Return over 5 years
- +7.6% 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 Small-Cap ETF 99.78%
- NZD Cash Account (ANZ Bank) 0.29%
- Outstanding Settlements 0.14%
Year by year
| Financial year | Return |
|---|---|
| 2025/26 | +16.6% |
| 2024/25 | +0.9% |
| 2023/24 | +26.1% |
| 2022/23 | −3.5% |
| 2021/22 | +0.7% |
| 2020/21 | +55.2% |
| 2019/20 | −13.3% |
| 2018/19 | +11.3% |
| 2017/18 | +6.3% |
| 2016/17 | +15.4% |
About this fund
The Superlife US Small Cap Fund is a passively managed fund that tracks the CRSP US Small Cap Index, investing in smaller US companies. Small-caps can be more variable than large-cap US shares. It carries an annual fund charge of 0.57%.