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 July 2025
8.47%

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 31/07/2025
Fund name 1m 3m 6m 1yr 3yr 5yr
SuperLife Balanced Fund 2.20% 7.18% 2.85% 8.68% 8.47% 5.90%

Unit Prices

Data updated 04/09/2025
Fund name Unit price($) 1m 3m 6m 1yr 3yr 5yr
Superlife Balanced Fund 3.2866 3.2539 3.1569 3.0953 3.0066 2.5356 2.4821

Unit Prices: Historical

More about the New Zealand Retirement Trust