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Global ESG

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 30 April 2024


Indicative dividend yield as at 30 April 2024


Management fee p.a.


How is this fund different to others?

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 World Net Zero 2050 Paris-Aligned ESG Ex-Non-Pharma Animal Testing Index (NZD).


As at April 30, 2024




Information Technology


Nvidia Ord


Information Technology


Apple Inc


Information Technology

3.68% Inc


Consumer Discretionary


Alphabet Inc Class A


Communication Services


Costco Wholesale Corp


Consumer Staples


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  • Range of returns




    The lowest and highest 12 month returns, in 5 years as at 30 April 2024*

  • Growth of $10k


    For the 5 years as at 30 April 2024, an investment of $10,000 would be up 105.85%*

  • Investment Objective

    Growth & Diversification

    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, 2024

  • 7.91%

    3 months

  • 29.32%

    1 year

  • 15.53%

    5 years

  • N/A

    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

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Documents & Resources

Latest Fund Factsheet

Updated: 30.04.2024

Kernel Funds Latest Fund Update

Updated: 31.03.2024

Kernel KiwiSaver Plan Fund Update

Updated: 31.03.2024

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Indices provided by: S&P Dow Jones Indices