Using the most recent returns and fund update reports from March 2022, we will examine KiwiWealth’s recent KiwiSaver Performance
Superlife KiwiSaver Scheme
OVERSEAS SHARES FUND
12.07% p.a.
Vs Category Average: 9.91%
0.58%
Vs Category Average: 1.07%
Asset allocation Graph
How this fund invests your money
Number of members
Date started
Total Value of fund
Sarah is 42 years old and like many Kiwis her age, could be in a Growth fund (unless they are planning to use the funds to buy a first home).
We've compared what difference it would make for Sarah, had she been in this fund vs a Growth Fund.
Sarah’s KiwiSaver balance five years ago
Note: We may not be comparing the same 'type' of fund below. We have compared the current fund you have selected to the average of Growth Funds, to give you an indication of the difference it would make to the KiwiSaver balance.
| OVERSEAS SHARES FUND | Average of Growth Funds | |
|---|---|---|
| KiwiSaver Balance Today | $35357.12 | $29701 |
| Annual Fund Fees | 0.58% | 1.01% |
| Membership Fee | $30 per year | $30 per year |
| Asset allocation How this fund invests your money |
|
|
OVERSEAS SHARES FUND(SUP) vs Average of Growth Funds(AVG)
KiwiSaver Balance Today
SUP$35357.12
AVG$29701
Annual Fund Fees
SUP0.58%
AVG1.01%
Membership Fee
SUP$30 per year
AVG$30 per year
FundSource Rating
SUP n/a
AVG n/a
Asset allocation
How this fund invests your moneySUP
AVG
There are other factors than just performance. You need a fund that is suitable for your current circumstances and goals.
Find out more by watching the short video below...
So why do our clients use us for KiwiSaver Advice?
The right KiwiSaver fund will make a big difference
to your KiwiSaver payout.
Taking a few minutes to submit our KiwiSaver HealthCheck may be the most important thing you can do for your KiwiSaver account right now.
