Change investment strategy
Use this form: To change your investment strategy for your existing and/or your future savings. It can be used for some or all of
your SuperLife accounts. You can also change your strategy over the Internet, if you are registered for internet
access. Send the completed form to SuperLife at [email protected] or post to us at P.O. Box 105262,
Auckland City 1143.
SL00031 – 09.11.2016
Your details
SuperLife number
or
IRD number
-
Name:
Date of birth:
Email:
Phone:
Home address:
/
/
(dd/mm/yyyy)
Post code:
New investment strategy
I request, as soon as possible, that the investment options for my accounts are changed to the new option(s) indicated.
I want the new options to apply to:
My existing account balances
(Tick as
appropriate)
If you want to change the way your existing account balances are invested, tick
this box.
My future contributions
If you want to change how your future savings/contributions will be invested,
tick this box.
The standard practice is
that your new investment
strategy will apply to both
your existing SuperLife
Account balances and
your future contributions.
Choose one of the strategies (1 to 7) for each account. If you choose option 8, you also need to choose the Mix of the
Funds you want over the page.
Tick one option for each account that you wish to change and indicate the new investment strategy for that account. You
must also sign the form over the page
Member
Employer
Voluntary
KiwiSaver
See the Product Disclosure
Statements for details on the
options and the Funds.
Targeted options
SuperLifeAge Steps
1
Standard risk/return options
SuperLifeIncome
2
.
3
SuperLife30
60
4
SuperLife
5
SuperLife80
6
SuperLife100
Socially Responsible Investment option
7
Ethica
Create your own strategy/portfolio
8
.
My Mix
Designed for the investor wanting a strategy
where the risk automatically reduces as they get
closer to retirement.
Designed for the investor wanting
“conservative”, “balanced” or “growth” style
options. The number e.g. 60 represents the
percentage in shares and property, the Income
fund is the most conservative.
Ethica is a “balanced” investment option that
prohibits assets that do not meet ethical
investment standards
If you tick “My Mix”, you must also enter the
percentage you want to put in each of the
individual Funds in “My Mix strategy” over the
page.
www.superlife.co.nz
01
My Mix strategy
If you ticked investment option 8 “My Mix” you must complete this section, otherwise leave it blank and just sign the form at the bottom.
Member
Employer
%
%
Voluntary
KiwiSaver
%
%
Managed Funds SuperLifeIncome
SuperLife30
Auto rebalancing of My Mix
The standard practice is that
your SuperLife Account
balances will, from time to
time, be rebalanced to
maintain the overall strategy
in line with your chosen
investment strategy.
Ethica
SuperLife60
SuperLife80
SuperLife100
Sector Funds
NZ Cash Fund
NZ Bonds Fund
Overseas Bonds Fund
If you do not want to have the
standard automatic
rebalancing, and you have
chosen the “My Mix” option,
tick the box below. Otherwise,
leave it blank. If you have
chosen an investment
strategy besides “My Mix”, the
option not to have the auto
rebalancing cannot apply.
Overseas Non-govt Bonds Fund
Property Fund
NZ Shares Fund
Australian Shares Fund
Overseas Shares
(Currency Hedged) Fund
Overseas Shares Fund
Emerging Markets Fund
UK Cash Fund
ETF Funds
I do not want auto
rebalancing to apply to
my Accounts of my
chosen “My Mix”
strategy.
NZ Cash ETF Fund
NZ Bond ETF Fund
Global Bond ETF Fund
NZ Dividend ETF Fund
NZ Top 50 ETF Fund
NZ Top 10 ETF Fund
NZ Mid Cap ETF Fund
NZ Property ETF Fund
Australian Top 20 ETF Fund
Australian Dividend ETF Fund
Australian Financials ETF Fund
Australian Property ETF Fund
Australian Resources ETF Fund
Australian Mid Cap ETF Fund
Total World ETF Fund
US S&P 500 ETF Fund
Europe ETF Fund
Asia Pacific ETF Fund
US Large Growth ETF Fund
US Large Value ETF Fund
US Mid Cap ETF Fund
US Small ETF Fund
Emerging Markets ETF Fund
Total
(Must be 100%).
Signature
I understand that SuperLife will implement the above strategy changes as soon as is practicable.
Your signature:
[email protected]
0800 27 87 37
Level 7, Zurich House, Queen Street, Auckland Central 1010
PO Box 105262, Auckland City 1143
Date:
/
/
(dd/mm/yyyy)
www.superlife.co.nz
02