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 May 2025
7.08%

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 31/05/2025
Fund name 1m 3m 6m 1yr 3yr 5yr
SuperLife Balanced Fund 3.33% 0.37% -0.24% 7.53% 7.08% 5.91%

Unit Prices

Data updated 02/07/2025
Fund name Unit price($) 1m 3m 6m 1yr 3yr 5yr
Superlife Balanced Fund 3.1888 3.1444 3.0139 3.1358 2.9694 2.4859 2.4195

Unit Prices: Historical

More about the New Zealand Retirement Trust