We're committed to making the transfer process as simple as possible. Prior to 30 June 2014, the Forager Australian Shares Fund was known as the Intelligent Investor Value Fund. Applications can only be made by reference to the current Product Disclosure Statement or through IDPS products that include these Funds. $25,000 in the Australian Shares Fund. Overseas Shares (Currency Hedged) Fund. Invest with SuperLife. SuperLife lets you access the full range of Smartshares Exchange Traded Funds (ETFs). Click here to read our PIR tax rate guide. 3 Benefits of investing in the Vanguard Australian Shares High Yield Fund 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. Click here to view all previous fund updates. The latest fund information for Macquarie Australian Shares, including fund prices, fund performance, ratings, analysis, ratios & manager information. Why try to pick stocks when you can own the whole index? The relevant gross fee is calculated using your PIR. The exit price shown is that applicable on the last market day of the month. 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. Only those securities that the manager believes will generate the greatest returns are included in the portfolio. Your tax may be lower. Click here to learn more. The Investors Mutual Australian Share Fund provides exposure to an actively managed portfolio of quality Australian shares listed on the ASX. Click here for an overview of your options when you reach your KiwiSaver retirement age. $60 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). SuperLife offers reduced premiums for insurance that puts you in control. Overseas Shares Fund. Click here to learn about SuperLife's income reinvestment and investment strategy rebalancing options. Vanguard is the responsible entity of the Fund. 1% of the amount transferred or $500 (whichever is greater). Latest Quarterly Fund Updates SuperLife Invest KiwiSaver Workplace Savings UK Pension Transfer You can combine the sector funds with SuperLifeâs other investment options any way you choose, and change them at any time, free of charge. Fund overview. Click here to learn about SuperLife's myFutureFund. Click here to view the returns (after fees and taxes) and fees for all of SuperLife's funds. Click here to learn how NZ Super works and the current rates. You should refer to the Australian Ethical Australian Shares Fund PDS if you are a retail investor. 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. 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. Transfer to a low fee KiwiSaver provider that offers the flexibility youâre used to. 2 How the Vanguard Australian Shares High YieldFund works . Balanced SuperLife NZ Bonds: Conservative. 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’). Fund Platforms are services that offer you access to a variety of different funds to invest in, sometimes described as a “Fund Supermarket”. That's 36% of the share price prior to the dividend being declared. Click here to learn more. The administration fee is stated net of an income tax deduction applied in calculating your PIE tax payable (the deduction is paid to us). Click here to read our PIR tax rate guide. Combine your KiwiSaver with low fees and a passive investment strategy. The investment options can be combined in any way you choose, and changed at any time, free of charge. AMP KiwiSaver Australasian Shares Fund: Aggressive: Aggressive: Australasian Equity: AMP KiwiSaver Balanced Fund: Growth. The Macquarie Australian Shares Fund aims to hold about 25 to 30 securities at any time. 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. S&P/ASX 200 Accumulation Index. Click here to view the returns (after fees and taxes) and fees for all of SuperLife's funds. Benchmark. We're committed to making the transfer process as simple as possible. Financial Year Total Returns. 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. 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. All of SuperLife's funds can be combined in any way you choose, and changed at any time free of charge. The transfer fee is stated net of an income tax deduction applied in calculating your PIE tax payable (the deduction is paid to us). Click here to learn more about the UK's rules for recognised overseas pensions (ROPs). The Australian Resources Fund invests in the Smartshares Exchange Traded Funds' Australian Resources Fund. The relevant gross fee is calculated using your PIR. 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. The rapid growth of SuperLife is unprecedented in the network marketing industry; to date, SuperLife has successfully expanded into more than 40 countries. 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. You will be charged this fee when you transfer money into the Scheme from a UK pension scheme or another ROPS. SUPERLIFE KIWISAVER SCHEME. Click here to view the returns and fees for all of SuperLife's funds. The unit value of the Forager Australian Shares Fund jumped a further 7.8% in October. Click here to learn how NZ Super works and the current rates. Fund: Investors Mutual WS Australian Share. Click here to view the returns and fees for all of SuperLife's funds. 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. Click here to read our frequently asked questions on "MTCs". SuperLife investment KiwiSaver. Click here for an overview of your options when you reach your KiwiSaver retirement age. The Superlife management fees of 0.49% are also 0.01 percentage points cheaper than Sharesies 0.5% management fee. The relevant gross fee is calculated using your PIR. All of SuperLife's funds can be combined in any way you choose, and changed at any time free of charge. The PDS should be considered before making a decision to invest in the Fund. 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). superlife@superlife.co.nz 0800 27 87 37 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 Balanced. 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