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 April 2025
5.24%

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 30/04/2025
Fund name 1m 3m 6m 1yr 3yr 5yr
SuperLife Balanced Fund -0.50% -4.03% -1.83% 5.65% 5.24% 5.72%

Unit Prices

Data updated 28/05/2025
Fund name Unit price($) 1m 3m 6m 1yr 3yr 5yr
Superlife Balanced Fund 3.1425 3.0526 3.1302 3.1476 2.9276 2.5668 2.3594

Unit Prices: Historical

More about the New Zealand Retirement Trust