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 October 2024
4.23%

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 30/10/2024
Fund name 1m 3m 6m 1yr 3yr 5yr
SuperLife Balanced Fund 1.42% 3.29% 7.63% 19.73% 4.23% 5.29%

Unit Prices

Data updated 10/12/2024
Fund name Unit price($) 1m 3m 6m 1yr 3yr 5yr
Superlife Balanced Fund 3.1607 3.1292 3.0478 2.9276 2.7190 2.7756 2.4269

Unit Prices: Historical

More about the New Zealand Retirement Trust