Transfer to a low fee KiwiSaver provider that offers the flexibility you’re used to. Click here for an overview of your options when you reach your KiwiSaver retirement age. 1% of the amount transferred or $500 (whichever is greater). The Overseas Shares Fund is designed to provide a return (after tax, fees and other expenses) that reflects the after-tax return on the international share markets of developed economies, including the impact of foreign currency movements. You should refer to the Australian Ethical Australian Shares Fund PDS if you are a retail investor. Combine your KiwiSaver with low fees and a passive investment strategy. The rapid growth of SuperLife is unprecedented in the network marketing industry; to date, SuperLife has successfully expanded into more than 40 countries. There's no minimum age to join KiwiSaver. SuperLife disability insurance protects you from the loss of income from a severe disability that prevents you from working for an extended period. The relevant gross fee is calculated using your PIR. The S&P/ASX 200 represents Australia's 200 largest companies listed on the Australian Securities Exchange, selected on the basis of their market capitalisation and liquidity. You will be charged this fee if you transfer your investment from the Scheme to a UK pension scheme or another ROPS. The relevant gross fee is calculated using your PIR. Click here to learn about SuperLife Age Steps. The Product Disclosure Statement can be obtained by contacting Investors Mutual or at All these is made possible with competent management, sound leadership and loyal distributors who share the same vision with SuperLife. A fact sheet for the Forager Australian Shares Fund, which includes performance, is released monthly. S&P/ASX 200 Accumulation Index. Click here to learn how NZ Super works and the current rates. superlife@superlife.co.nz 0800 27 87 37 Jun-18 Jun-19 Jun-20 Dec-20; Fund: 5.18: 8.75-11.96: 7.89 +/- Cat-1.95: 2.28: 0.43-6.42 +/- Index-7.84-2.80-4.28-5.31: Trailing Total Returns as at 31 Dec 2020. Click here to learn more. Click here to view our frequently asked questions on investing. They do not manage your funds – instead they act as a “middleman” between investors and Fund Managers. There's no minimum age to join KiwiSaver. The Fund will aim to provide attractive investment opportunities for investors seeking medium to long term capital growth with income. So this fund is a low risk (or conservative) fund. Click here to read our frequently asked questions on "MTCs". Click here to view the returns and fees for all of SuperLife's funds. Fund: Investors Mutual WS Australian Share. Click here to learn more. Investors that the Fund may suit. Fund overview. The sector funds invest in the Smartshares Exchange Traded Funds, managed investment products managed by third parties or directly held financial products (such as shares). Frequently Asked Questions Articles and Guides. Click here to learn more. Your tax may be lower. The ASX All Ordinaries Accumulation Index rose 2.1%. The paper statements fee is stated net of an income tax deduction applied in calculating your PIE tax payable (the deduction is paid to us). If you invest in the sector funds, it’s up to you to change funds if your investment strategy changes. Click here to learn more. Wholesale: $500,000 across all Australian Ethical Managed Funds, and $25,000 within the Australian Shares Fund. Sector Funds. Its investment objective is to outperform the All Ordinaries Accumulation Index over a rolling 5-year period and its goal … Combine your KiwiSaver with low fees and a passive investment strategy. Vanguard is the responsible entity of the Fund. Click here to learn about SuperLife Age Steps. The latest fund information for Plato Australian Shares Income A, including fund prices, fund performance, ratings, analysis, ratios & manager information. All of SuperLife's funds can be combined in any way you choose, and changed at any time free of charge. Whether you join SuperLife for your investments, KiwiSaver or overseas pension, or via your employer, you have the same broad range of investment options to choose from. SuperLife medical insurance lets you insure against part or all of your medical expenses; from doctors' visits and prescriptions, to surgery and hospital care. SuperLife disability insurance protects you from the loss of income from a severe disability that prevents you from working for an extended period. Articles and GuidesFrequently Asked QuestionsLegal Documents, Workplace savings (superannuation)KiwiSaverInsurance. All of SuperLife's funds can be combined in any way you choose, and changed at any time free of charge. The relevant gross fee is calculated using your PIR. 35 funds invested in New Zealand and international markets that you can use to set your own investment strategy across the main investment asset classes of cash, fixed interest, shares and property. We're committed to making the transfer process as simple as possible. Click here to view our frequently asked questions on investing. Ellerston Australian Share Fund The Fund is an actively managed, concentrated portfolio of Australian listed securities that is benchmark independent with a mid-cap (ex-top 20) orientation. 2. Defensive SuperLife NZ Shares: The Superlife management fees of 0.49% are also 0.01 percentage points cheaper than Sharesies 0.5% management fee. Articles and GuidesFrequently Asked QuestionsLegal Documents, Workplace savings (superannuation)KiwiSaverInsurance. SuperLife lets you access the full range of Smartshares Exchange Traded Funds (ETFs). The gross fee is calculated using your PIR. Click here to learn more. 2 Plato Australian Shares Income Fund . Click here to learn more about the UK's rules for recognised overseas pensions (ROPs). Click here to learn about SuperLife Invest, our most flexible investments/savings scheme. Retail: $1,000, or $500 if you start a regular investment plan of at least $100 per month. Applications can only be made by reference to the current Product Disclosure Statement or through IDPS products that include these Funds. $30 a year (regardless of the number of investment options you invest in, or the number of times you change investment options). Contents 1 About Vanguard Investments Australia Ltd . Calculating unit prices The unit price is the dollar value of each unit. Thorn Group (TGA) declared a fully franked dividend of $0.075. You will be charged this fee when you transfer money into the Scheme from a UK pension scheme or another ROPS. Click here to view the returns (after fees and taxes) and fees for all of SuperLife's funds. Click here to learn more. SuperLife’s investment options are listed below, together with each option’s returns after fund charges and tax at 28% (your tax may be lower). Whether you join SuperLife for your investments, KiwiSaver or overseas pension, or via your employer, you have the same broad range of investment options to choose from. 3 Benefits of investing in the Vanguard Australian Shares High Yield Fund Investors seeking capital growth through an exposure to Australian shares. AUSTRALIAN SHARES. $18 a year (you will only be charged this fee if you choose to receive statements and other SuperLife communications in paper form). Potential for long-term capital growth … UK Cash Fund. Prior to 30 June 2014, the Forager Australian Shares Fund was known as the Intelligent Investor Value Fund. $60 a year (regardless of the number of investment options you invest in, or the number of times you change investment options). The Fund applies IML’s conservative value based investment philosophy with a long … Find out more Stocks held in portfolio. SuperLife offers reduced premiums for insurance that puts you in control. SUPERLIFE KIWISAVER SCHEME. Superlife managed fund have different names, like SuperLife 30 or SuperLife 80. The Balanced fund invests in a mix of different assets like shares, property and cash. Aggressive fund type. Fund Platforms are a good option for everyone – both beginners and experts – as they allow you to invest in lots of different funds under one roof. Overall, we aim to achieve this goal by outperforming the S&P/ASX 300 Accumulation Index (“Benchmark”) The number at the end show the target portion of growth asset in that fund. Transfer to a low fee KiwiSaver provider that offers the flexibility you’re used to. Emerging Markets Fund. Click here for information on choosing your investment strategy. The Fund has two aims: to achieve capital growth over the long-term through investment in Australian shares and other securities and to provide investors with some tax-effective income through the distribution of franking credits. Click here for information on choosing your investment strategy. AUSTRALIAN MID CAP FUND. Our Australian Shares ETFs cover the main Australian indices as well as specific Australian sectors such as Resources and Financials, all through funds listed on the NZX and priced in New Zealand dollars. That leaves just Sharesies and Superlife as available fund providers. Click here to view the returns (after fees and taxes) and fees for all of SuperLife's funds. Macquarie Australian Shares Fund - This fund provides exposure to a diversified portfolio of Australian equities through securities listed, or expected to be listed, on the ASX. Minimum investment amount. The Fund targets securities that Forager believes are undervalued and invests predominately in securities listed on the ASX. Click here to read our PIR tax rate guide. Index: S&P/ASX 200 TR AUD. Click here to learn about SuperLife Invest, our most flexible investments/savings scheme. $25,000 in the Australian Shares Fund. $50 for each transfer (you will only be charged this fee if the PDS Supplement for your employer allows you to transfer money from your accounts to a KiwiSaver scheme and the transfer is to a KiwiSaver scheme other than the SuperLife KiwiSaver scheme). The transfer fee is stated net of an income tax deduction applied in calculating your PIE tax payable (the deduction is paid to us). Fund Strategy This Fund is designed for investors who want the potential for long term capital growth and tax effective income, diversification across a broad range of Australian companies... Growth of $10,000 2017 2018 2019 2020 2021 $7,500 $10,000 $12,500 $15,000 $17,500 20/01/2016 - 20/01/2021 Data from FE Analytics The Investors Mutual Australian Share Fund provides exposure to an actively managed portfolio of quality Australian shares listed on the ASX. SuperLife medical insurance lets you insure against part or all of your medical expenses; from doctors' visits and prescriptions, to surgery and hospital care. Important information This Product Disclosure Statement (‘PDS’) provides a summary of significant information you need to make a decision about thePlato Australian Shares Income Fund ARSN 152 590 157 (‘Fund’). Only those securities that the manager believes will generate the greatest returns are included in the portfolio. PO Box 105262, Auckland City 1143, SuperLife for KiwiSaver SuperLife for Investments SuperLife for UK pension transfers, How Can We Help You? Balanced. Many funds miss the mark. More impressively, the dividend is more than double what Thorn's share Click here to learn more about the UK's rules for recognised overseas pensions (ROPs). Why try to pick stocks when you can own the whole index? The administration fee is stated net of an income tax deduction applied in calculating your PIE tax payable (the deduction is paid to us). Our total fee includes administration fees, investment fees, and indirect cost ratio, which are based on the fees and costs for the financial year ended 30 June 2020. Click here to learn more. You can combine these options any way you choose, and change them at any time, free of charge. If you've been a member of KiwiSaver for 3 years you may be able to withdraw some of your KiwiSaver savings to put towards purchasing your first home. The Australian Shares Fund is designed to provide a return (after tax, fees and other expenses) that reflects the after-tax return on the Australian share market. Click here to learn more about KiwiSaver for members under age 18. If you are a SuperLife investor, you can, Single asset class - Australasian equities, S&P/ASX 200 Index (75% hedged to the New Zealand dollar). If you've been a member of KiwiSaver for 3 years you may be able to withdraw some of your KiwiSaver savings to put towards purchasing your first home. $12 a year (regardless of the number of investment options you invest in, or the number of times you change investment options).The administration fee is stated net of an income tax deduction applied in calculating your PIE tax payable (the deduction is paid to us). Benchmark. Why try to pick stocks when you can own the whole index? Balanced SuperLife NZ Bonds: Conservative. Fund Platforms are services that offer you access to a variety of different funds to invest in, sometimes described as a “Fund Supermarket”. The Australian Shares Fund is designed to provide a return (after tax, fees and other expenses) that reflects the after-tax return on the Australian share market. Frequently Asked Questions Articles and Guides. Financial Year Total Returns. The investment options can be combined in any way you choose, and changed at any time, free of charge. We're committed to making the transfer process as simple as possible. Overseas Shares (Currency Hedged) Fund. AMP KiwiSaver Australasian Shares Fund: Aggressive: Aggressive: Australasian Equity: AMP KiwiSaver Balanced Fund: Growth. Click here to learn more. Superlife comes out slightly ahead, thanks to a lower annual administration fee of $12, compared to $18 for Sharesies. Click here to learn about SuperLife's myFutureFund. Click here to view all previous fund updates. Click here to learn how NZ Super works and the current rates. Click here to learn more. Latest Quarterly Fund Updates SuperLife Invest KiwiSaver Workplace Savings UK Pension Transfer Click here to view our sector and ETF funds. Click here to learn about SuperLife's myFutureFund. The exit price shown is that applicable on the last market day of the month. The Australian Resources Fund invests in the Smartshares Exchange Traded Funds' Australian Resources Fund. Overseas Shares Fund. The NZ Shares Fund is designed to provide a return (after tax, fees and other expenses) that reflects the after-tax return on the New Zealand share market. Category: Equity Australia Large Value. 34 funds invested in New Zealand and international markets that you can use to set your own investment strategy across the main investment asset classes of cash, fixed interest, shares and property. 2 How the Vanguard Australian Shares High YieldFund works . Latest Quarterly Fund Updates ... $18 a year (you will only be charged this fee if you choose to receive statements and other SuperLife communications in paper form). Learn more. Click here to learn more. Click here to read our PIR tax rate guide. At the end of each quarter, a more detailed Quarterly Report is published. Click here to view the returns and fees for all of SuperLife's funds. SuperLife offers reduced premiums for insurance that puts you in control. This PDS applies to the wholesale class of units. SuperLife Overseas Shares: 7.48: 7/14: 4.42: 1.5: 14/14: 6.8: 7.59: ... Australian fund returns are in NZ dollar terms but Australian fund exit prices are in A$ as are fund sizes. They have low m… superlife@superlife.co.nz 0800 27 87 37 The PDS should be considered before making a decision to invest in the Fund. To view the top 10 individual holdings of the underlying funds, download the latest fund update at the top of this page. AustralianSuper is an award-winning industry super fund and the largest super fund in Australia. Click here to learn more. Fund Facts: Objective: The Fund aims to outperform the benchmark over rolling three-year periods. SuperLife investment KiwiSaver. Click here to learn about SuperLife's income reinvestment and investment strategy rebalancing options. The Fund aims to provide a higher level of tax-effective income with a lower level of risk than the S&P/ASX 200 Accumulation Index, whilst also providing the potential for capital growth and inflation protection over the medium to long term. The WaveStone Australian Share Fund is an actively selected portfolio of Australian shares managed with the aim of outperforming the S&P/ASX 300 Accumulation Index over rolling three-year periods. Invest with SuperLife. Latest Quarterly Fund Updates SuperLife Invest KiwiSaver Workplace Savings UK Pension Transfer S&P/ASX 200 Fund. Greater opportunities for alpha generation by broadening our focus beyond the large companies that typically dominate analyst and investor attention. Here's what the provider says about this fund: Invests in Australian shares and designed to track the return (before tax, fees and other expenses) on the S&P/ASX Mid Cap 50 Index. SuperLife lets you access the full range of Smartshares Exchange Traded Funds (ETFs). You can combine the sector funds with SuperLife’s other investment options any way you choose, and change them at any time, free of charge. The unit value of the Forager Australian Shares Fund jumped a further 7.8% in October. Click here to view our sector and ETF funds. That's 36% of the share price prior to the dividend being declared. The latest fund information for Macquarie Australian Shares, including fund prices, fund performance, ratings, analysis, ratios & manager information. ... Australian Shares Fund. Click here to learn more about KiwiSaver for members under age 18. PO Box 105262, Auckland City 1143, SuperLife for KiwiSaver SuperLife for Investments SuperLife for UK pension transfers, How Can We Help You? Click here to learn more. The relevant gross fee is calculated using your PIR. The returns are after tax at the highest prescribed investor rate (PIR) of tax for an individual New Zealand resident. Click here for an overview of your options when you reach your KiwiSaver retirement age. The administration fee is stated net of an income tax deduction applied in calculating your PIE tax payable (the deduction is paid to us). Superlife 30 will aim to hold around 30% of growth asset and 70% of income asset in the portfolio. High Yield Australian Shares Fund Vanguard Index Australian Property Securities Fund Vanguard Index Australian Shares Fund Vanguard Index Diversified Bond Fund 30 Jun 2020 30 Jun 2019 30 Jun 2020 30 Jun 2019 30 Jun 2020 30 Jun 2019 30 Jun 2020 30 Jun 2019 Operating profit/(loss) before finance costs Click here to learn about SuperLife's income reinvestment and investment strategy rebalancing options. Shares High Yield Fund (Fund) ARSN 091 751 807 ABN 61 324 061 551 APIR® Code VAN0104AU. 1% of the amount transferred or $500 (whichever is greater). The Macquarie Australian Shares Fund aims to hold about 25 to 30 securities at any time. Investors Mutual Limited (AFSL 229988) is the issuer of the Investors Mutual Australian Share Fund. Objective. $12 a year (regardless of the number of investment options you invest in, or the number of times you change investment options). Click here to read our frequently asked questions on "MTCs". Overseas Shares Fund . 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