Our Funds
Our funds serve as the building blocks of a diversified portfolio. Whether you’re creating a portfolio for the first time or an investment expert, we enable you to spend more time on the things that matter.
Fund Performance
Kernel Fund returns are calculated on unit price movement, assuming distributions are reinvested and after fees, but before applicable PIE tax. Where fund returns are not able to be displayed due to the age of the funds, index returns have been used instead and denoted with an asterisk. Index returns are gross index returns, not including fees or taxes. All yearly returns are annualised. In some cases, 10 year data is not available for the fund or index.
Please note that past performance is not an indicator of future performance.
Performance as of 30 April 2022
| Fund name | 3M | 1Y | 5Y | 10Y | Since inception |
|---|---|---|---|---|---|
S&P Kensho Electric Vehicle Innovation Inception date: 17 February 2021 | -15.22% | -24.32% | N/A | N/A | -34.01% |
NZ 50 ESG Tilted Inception date: 14 July 2021 | 1.21% | N/A | N/A | N/A | -4.92% |
S&P Global Dividend Aristocrats Inception date: 15 July 2020 | -3.06% | 9.65% | N/A | N/A | 36.07% |
Kernel High Growth Fund Inception date: 11 April 2022 | N/A | N/A | N/A | N/A | N/A |
NZ 20 Inception date: 25 August 2019 | 0.40% | -6.30% | N/A | N/A | 13.53% |
Global Green Property Inception date: 16 June 2021 | -1.52% | N/A | N/A | N/A | -2.41% |
Global Infrastructure Inception date: 15 July 2020 | 4.67% | 20.81% | N/A | N/A | 25.50% |
Global 100 Inception date: 15 July 2020 | -6.45% | 13.55% | N/A | N/A | 30.08% |
S&P 500 Inception date: 11 April 2022 | N/A | N/A | N/A | N/A | N/A |
NZ Commercial Property Inception date: 25 August 2019 | -5.10% | -4.23% | N/A | N/A | 2.41% |
S&P Kensho Moonshots Innovation Inception date: 17 February 2021 | -23.61% | -52.42% | N/A | N/A | -63.83% |
S&P Global Clean Energy Inception date: 16 June 2021 | 2.49% | N/A | N/A | N/A | -8.93% |
NZ Small & Mid Cap Opportunities Inception date: 28 August 2019 | -4.00% | -3.60% | N/A | N/A | 16.81% |
Start investing for a better tomorrow, today.
If you’d like to talk to a human, call us on 0800 537 635 during 9 am - 5 pm weekdays.
Keep up to date with Kernel
For market updates and the latest news from Kernel, subscribe to our newsletter. Guaranteed goodness, straight to your inbox.
© Copyright 2022 Kernel Wealth Limited
Indices provided by: S&P Dow Jones Indices