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 August 2025
9.18%

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 31/08/2025
Fund name 1m 3m 6m 1yr 3yr 5yr
SuperLife Balanced Fund 1.39% 5.17% 5.56% 9.79% 9.18% 5.69%

Unit Prices

Data updated 06/10/2025
Fund name Unit price($) 1m 3m 6m 1yr 3yr 5yr
Superlife Balanced Fund 3.3825 3.2921 3.2081 2.9419 3.0684 2.4927 2.5008

Unit Prices: Historical

More about the New Zealand Retirement Trust