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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. Performance since inception is annualised.

Please note that past performance is not an indicator of future performance.

Performance as of 30 November 2023

Fund name3M1Y5Y10YSince inception

Global 100

Inception date: 15 July 2020

-1.66%18.64%N/AN/A57.50%

Global 100 (NZD Hedged)

Inception date: 02 November 2022

1.88%16.47%N/AN/A25.44%

Global ESG

Inception date: 03 July 2023

-1.32%N/AN/AN/A3.28%

Global ESG (NZD Hedged)

Inception date: 03 July 2023

1.96%N/AN/AN/A4.03%

Global Green Property

Inception date: 16 June 2021

-0.89%-1.81%N/AN/A-19.86%

Global Infrastructure

Inception date: 15 July 2020

0.71%-0.08%N/AN/A26.56%

Global Infrastructure (NZD Hedged)

Inception date: 27 July 2022

4.35%-1.79%N/AN/A-4.55%

Kernel Balanced Fund

Inception date: 07 November 2022

0.64%7.30%N/AN/A10.82%

Kernel Cash Plus Fund

Inception date: 07 November 2022

1.60%5.95%N/AN/A6.25%

Kernel High Growth Fund

Inception date: 11 April 2022

0.07%9.64%N/AN/A9.97%

NZ 20

Inception date: 28 August 2019

-1.26%-0.09%N/AN/A13.63%

NZ 50 ESG Tilted

Inception date: 14 July 2021

-1.37%1.86%N/AN/A-4.97%

NZ Commercial Property

Inception date: 28 August 2019

-4.12%-2.91%N/AN/A-12.78%

NZ Small & Mid Cap Opportunities

Inception date: 28 August 2019

-1.18%-9.19%N/AN/A-12.65%

S&P 500

Inception date: 11 April 2022

1.31%12.62%N/AN/A2.16%

S&P Global Clean Energy

Inception date: 16 June 2021

-12.24%-25.76%N/AN/A-23.04%

S&P Global Dividend Aristocrats

Inception date: 15 July 2020

-3.16%0.88%N/AN/A37.37%

S&P Kensho Electric Vehicle Innovation

Inception date: 17 February 2021

-19.35%-29.31%N/AN/A-56.34%

S&P Kensho Moonshots Innovation

Inception date: 17 February 2021

-19.60%-19.64%N/AN/A-76.82%

Start investing for a better tomorrow, today.

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© Copyright 2023 Kernel Wealth Limited

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Indices provided by: S&P Dow Jones Indices