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 2025
8.74%

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 30/06/2025
Fund name 1m 3m 6m 1yr 3yr 5yr
SuperLife Balanced Fund 1.49% 4.34% 1.53% 7.89% 8.74% 6.00%

Unit Prices

Data updated 15/08/2025
Fund name Unit price($) 1m 3m 6m 1yr 3yr 5yr
Superlife Balanced Fund 3.2745 3.2341 3.1518 3.1721 3.0371 2.6192 2.4785

Unit Prices: Historical

More about the New Zealand Retirement Trust