Choose between our range of funds to suit your goals and timeframe.
Kernel Fund returns are after fees, assuming distributions are reinvested and at 0% PIR tax. Returns for periods more than a year are annualised to be per annum (p.a.).
Please note that past performance is not an indicator of future performance.
Performance as of 30 June 2024
Fund name | 3M | 1Y | 3Y | 5Y | Since inception |
---|---|---|---|---|---|
![]() Balanced Inception date: 07 November 2022 | 1.60% | 11.83% | N/A | N/A | 13.22% |
![]() Cash Plus Inception date: 07 November 2022 | 1.52% | 6.56% | N/A | N/A | 6.08% |
![]() Global 100 Inception date: 15 July 2020 | 6.88% | 29.41% | 18.06% | N/A | 19.06% |
![]() Global 100 (NZD Hedged) Inception date: 02 November 2022 | 8.87% | 29.12% | N/A | N/A | 31.43% |
![]() Global ESG Inception date: 03 July 2023 | 1.88% | N/A | N/A | N/A | N/A |
![]() Global ESG (NZD Hedged) Inception date: 03 July 2023 | 4.16% | N/A | N/A | N/A | N/A |
![]() Global Green Property Inception date: 16 June 2021 | -1.56% | 6.92% | -2.90% | N/A | -4.89% |
![]() Global Infrastructure Inception date: 15 July 2020 | -1.91% | 3.62% | 6.38% | N/A | 7.08% |
![]() Global Infrastructure (NZD Hedged) Inception date: 27 July 2022 | 0.28% | 4.26% | N/A | N/A | -0.90% |
![]() High Growth Inception date: 11 April 2022 | 1.93% | 15.59% | N/A | N/A | 11.16% |
![]() March 2027 NZ Bond Inception date: 07 March 2024 | N/A | N/A | N/A | N/A | N/A |
![]() March 2029 NZ Bond Inception date: 07 March 2024 | N/A | N/A | N/A | N/A | N/A |
![]() NZ 20 Inception date: 28 August 2019 | -1.98% | 0.58% | 0.10% | N/A | 3.80% |
![]() NZ 50 ESG Tilted Inception date: 14 July 2021 | -4.59% | -2.26% | N/A | N/A | -0.93% |
![]() NZ Bond Inception date: 07 March 2024 | N/A | N/A | N/A | N/A | N/A |
![]() NZ Commercial Property Inception date: 28 August 2019 | -8.47% | -8.06% | -7.46% | N/A | -3.14% |
![]() NZ Small & Mid Cap Opportunities Inception date: 28 August 2019 | -11.06% | -9.77% | -13.72% | N/A | -4.21% |
![]() S&P 500 Inception date: 11 April 2022 | 4.11% | 23.28% | N/A | N/A | 9.60% |
![]() S&P Global Clean Energy Inception date: 16 June 2021 | -6.80% | -24.09% | -10.95% | N/A | -9.64% |
![]() S&P Global Dividend Aristocrats Inception date: 15 July 2020 | -1.86% | 11.90% | 5.14% | N/A | 10.83% |
![]() S&P Kensho Electric Vehicle Innovation Inception date: 17 February 2021 | -11.27% | -20.24% | -25.01% | N/A | -21.80% |
![]() S&P Kensho Moonshots Innovation Inception date: 17 February 2021 | -14.28% | -24.44% | -33.75% | N/A | -35.73% |
![]() US Bond Inception date: 11 December 2023 | -0.16% | N/A | N/A | N/A | N/A |
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Indices provided by: S&P Dow Jones Indices