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

The NZD Bond Fund is a New Zealand Dollar denominated fund providing exposure to New Zealand and International fixed interest by investing 100% in income assets.

 

Investment Objectives

Seeks to track composite indices (before annual fund charge and tax), comprising: 50% Bloomberg NZ Bond Govt 0+ Yr Index; 50% Bloomberg Global Aggregate Total Return Index, 100% hedged to 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 Manager Benchmark asset allocation
New Zealand fixed Interest Simplicity NZ Limited Simplicity NZ Bond Fund 50%
International fixed interest Smartshares Limited Smart Wholesale Global Government Bond Fund 25%
Smart Wholesale Global Credit Fund 25%
Total income 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 Bond 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%

 -1.39% -

-

-

-

-0.64%

0%

-1.93%

 -

-

-

 -

-0.90%

 

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