Own your piece of 100 blue chip companies across major equity markets. The biggest household names, they provide global diversification and long-term capital growth.
5 year p.a. index return to April 2022
Indicative dividend yield as at April 2022
Management fee p.a.
This fund provides exposure to blue-chip companies, being those which are large, stable and profitable. This includes household names such as Apple, Nike, Amazon, Nestle and Microsoft. With global diversification across all sectors, this fund provides reliable long-term capital growth. All blue-chip companies in this fund have global exposure, meaning they generate a significant amount of their revenues and hold a large amount of their assets abroad. The global presence, combined with their large nature and competitive positioning, means these companies will be more resilient to the business cycle and domestic shocks. This fund tracks the S&P Global 100 Ex-Controversial Weapons Index with key criteria for selection being market capitalisation. The index includes transnational companies that have a minimum float-adjusted market cap of USD 5 billion.
As at April 30, 2022
Alphabet Inc A
Alphabet Inc C
Johnson & Johnson
Range of returns
The best and the worst 12 month returns in 5 years to the end of March 2022*
Growth of $10k
For the 5 years to April 2022, an investment of $10,000 would be up 103.33%*
The fund is designed to provide long-term capital growth and diversification.
*These are the gross index returns, not including fees or taxes.
As at April 30, 2022
Index returns are total returns gross of imputation credits where applicable, not including fees or taxes. All yearly returns are annualised.
The risk indicator reflects how much the value of the Fund’s assets goes up and down (volatility). A higher risk generally means higher potential returns over time, but more ups and downs along the way. The lowest risk rating doesn’t mean “risk-free” and this risk indicator is not a guarantee of a Fund’s future performance.
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© Copyright 2022 Kernel Wealth Limited
Indices provided by: S&P Dow Jones Indices