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.

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 Managers Underlying Fund 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

See the below performance figures for the NZD International 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%

 -6.35% -

-

-

-

-5.59%

0%

-6.80%

 -

-

-

 -

-6.07%

 

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