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

The NZD International Equities Fund is a New Zealand Dollar denominated fund invested 100% in growth assets (International equities). The fund will generally hold 70% of its investments in assets based in the United States with 30% in other developed markets (excluding Australia).

 

Investment Objectives

Seeks to track (before annual fund charge and tax) the MSCI World Ex Australia ESG Screened Index, 50% hedged to NZD.

Investment 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 Investment Manager Product Name Benchmark asset allocation
International equities  Smartshares Limited  Smart Wholesale Global Equity ESG Fund 50%
Smart Wholesale Global Equity ESG Fund Hedged 50%
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

As the NZD International Equities Fund is recently established, performance information will be made available once sufficient performance history is available.