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 30 June 2024
2.77%

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 30/06/2024
Fund name 1m 3m 6m 1yr 3yr 5yr
SuperLife Balanced Fund 1.15% 1.59% 7.11% 10.95% 2.77% 4.85%

Unit Prices

Data updated 24/07/2024
Fund name Unit price($) 1m 3m 6m 1yr 3yr 5yr
Superlife Balanced Fund 3.0287 2.9619 2.8700 2.8057 2.7116 2.7429 2.3733

Unit Prices: Historical

More about the New Zealand Retirement Trust