Potentially Lower Returns
Potentially Higher Returns
- 1
- 2
- 3
- 4
- 5
- 6
- 7
A globally diversified fund that adjusts companies based on their S&P Global ESG score and alignment with the 2016 Paris Agreement.
5 year p.a. index return as at 31 October 2023
Indicative dividend yield as at 31 October 2023
Management fee p.a.
Overview
A global equity fund that delivers on sustainability factors and invests in companies that collectively align with the 2016 Paris Agreement. This means the fund aligns with the legally defined requirements of the Paris Agreement and the 1.5°C global warming trajectory; upweighting companies that are enabling the achievement of net zero emissions by 2050. Whilst there are a number of exclusions (for example controversial weapons, tobacco, gambling and thermal coal) the index criteria also delivers a robust integration of ESG values, based on the S&P Global Corporate Sustainability Assessment. The fund tracks the S&P Developed Ex-Korea Large Mid Cap Net Zero 2050 Paris-Aligned ESG Ex-Non-Pharma Animal Testing Index.
As at October 31, 2023
Company | Country | Industry | Weight |
---|---|---|---|
Microsoft | US | Information Technology | 5.37% |
Apple Inc | US | Information Technology | 4.64% |
Amazon.com Inc | US | Consumer Discretionary | 3.21% |
NO Nvidia Ord | US | Information Technology | 2.69% |
CW Costco Wholesale Corp | US | Consumer Staples | 2.61% |
Alphabet Inc Class A | US | Communication Services | 1.96% |
Range of returns
VS
The lowest and highest 12 month returns, in 5 years to the end of October 2023*
Growth of $10k
For the 5 years to 31 October 2023, an investment of $10,000 would be up 82.26%*
Investment Objective
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 October 31, 2023
3 months
1 year
5 years
10 years
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.
Potentially Lower Returns
Potentially Higher Returns
If you’d like to talk to a human, call us on 0800 537 635 during 9 am - 5 pm weekdays.
For market updates and the latest news from Kernel, subscribe to our newsletter. Guaranteed goodness, straight to your inbox.
Indices provided by: S&P Dow Jones Indices