SuperLife Balanced Fund



Information, unit prices, and historical performance


Information

The fund aims to provide moderate to high total returns with a negative return expected less than one in every five years.

Minimum suggested investment timeframe 4 years
Average 3-Years return (after fees, but before tax)*
*as at 31 December 2024
3.94%

Investment risk

Potentially lower returns Potentially higher returns
1 2 3 4 5 6 7
Lower risk Higher risk
Higher risk generally means higher potential returns, but more ups and downs along the way.

Investment Returns

Data updated 31/12/2024
Fund name 1m 3m 6m 1yr 3yr 5yr
SuperLife Balanced Fund -0.28% 2.83% 6.26% 13.81% 3.94% 5.05%

Unit Prices

Data updated 19/02/2025
Fund name Unit price($) 1m 3m 6m 1yr 3yr 5yr
Superlife Balanced Fund 3.1805 3.1800 3.1316 3.0388 2.8169 2.6760 2.5317

Unit Prices: Historical

More about the New Zealand Retirement Trust