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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 name3M1Y5Y10YSince inception

S&P Kensho Electric Vehicle Innovation

Inception date: 17 February 2021

-15.22%-24.32%N/AN/A-34.01%

NZ 50 ESG Tilted

Inception date: 14 July 2021

1.21%N/AN/AN/A-4.92%

S&P Global Dividend Aristocrats

Inception date: 15 July 2020

-3.06%9.65%N/AN/A36.07%

Kernel High Growth Fund

Inception date: 11 April 2022

N/AN/AN/AN/AN/A

NZ 20

Inception date: 25 August 2019

0.40%-6.30%N/AN/A13.53%

Global Green Property

Inception date: 16 June 2021

-1.52%N/AN/AN/A-2.41%

Global Infrastructure

Inception date: 15 July 2020

4.67%20.81%N/AN/A25.50%

Global 100

Inception date: 15 July 2020

-6.45%13.55%N/AN/A30.08%

S&P 500

Inception date: 11 April 2022

N/AN/AN/AN/AN/A

NZ Commercial Property

Inception date: 25 August 2019

-5.10%-4.23%N/AN/A2.41%

S&P Kensho Moonshots Innovation

Inception date: 17 February 2021

-23.61%-52.42%N/AN/A-63.83%

S&P Global Clean Energy

Inception date: 16 June 2021

2.49%N/AN/AN/A-8.93%

NZ Small & Mid Cap Opportunities

Inception date: 28 August 2019

-4.00%-3.60%N/AN/A16.81%

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© Copyright 2022 Kernel Wealth Limited

Indices provided by: S&P Dow Jones Indices