Funds for use by former-SuperLife UK Pension Transfer Scheme (SLUK) members only.

The NZD Australasian Equities Fund is a New Zealand Dollar denominated fund providing exposure to Australasian equities by investing 100% in growth assets (Australasian equities).

 

Investment Objectives

Seeks to track composite indices (before annual fund charge and tax), comprising: 70% Morningstar New Zealand (total return) Index, including imputation credits; 30% S&P/ASX 200 Fossil Fuel Screened Total Return Index in NZD.

Underlying Fund Managers

The table below sets out the target asset allocation and underlying investment for the Fund.

For more information you can access the Funds Statement of Investment Objectives and Policy (SIPO).

Asset class Underlying Fund Manager Underlying Fund Benchmark asset allocation
Australasian equities  Simplicity NZ Limited Simplicity NZ Share Fund 70%
Smartshares Limited Smart Wholesale Australian Equity ESG Fund 30%
Total growth assets     100%
Total assets     100%

 

1 The Benchmark Asset Allocation, Maximum, Currency Hedging and Operating ranges are set out in the SIPO.

 

Fund Performance

See the below performance figures for the NZD Australasian Equities Fund (SLUK) as at 31 March 2026. The returns are after fees and after taxes:

PIR Tax Rate

Month

Quarter

12-months

3-Year

5-Year

Inception

28%

-6.06%

-

-

-

-

-3.13%

0%

-5.87%

-

-

-

 -

-2.88%

 

The fund first received investment on 9 February therefore performance history is limited.