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Our Funds

Choose between our range of funds to suit your goals and timeframe.

Index Performance

Performance as of 31 July 2025

Fund name3M1Y3Y5Y10Y

Australia 100

3.44% 11.02%11.94%13.05%8.67%

Balanced

6.95%9.40%10.04%7.79%N/A

Cash Plus

0.87%4.41%4.90%3.20%N/A

Conservative

1.10% 8.49%3.97%6.72%N/A

Emerging Markets

11.81%17.33%13.70%9.34%7.86%

Global 100

17.57%18.54%22.06%20.32%N/A

Global 100 (NZD Hedged)

16.80%16.40%18.55%17.22%N/A

Global ESG

12.07%17.14%20.75%17.81%N/A

Global ESG (NZD Hedged)

11.65%15.11%17.83%15.23%N/A

Global Infrastructure

0.65%16.66%8.63%11.69%8.39%

Global Infrastructure (NZD Hedged)

0.05%14.29%5.68%9.01%N/A

Global Property (NZD Hedged)

1.87%2.71%1.16%6.07%N/A

High Growth

11.09%12.69%15.10%13.44%N/A

March 2027 NZ Bond

0.84%4.69%4.25%1.62%2.51%

March 2029 NZ Bond

0.84%4.69%4.25%1.62%2.51%

NZ 20

7.17%1.62%4.93%2.56%9.84%

NZ 50 ESG Tilted

7.40%6.28%6.28%4.84%N/A

NZ Bond

0.82%4.94%3.22%-0.28%2.45%

NZ Commercial Property

16.44%9.78%0.41%1.11%6.10%

NZ Small & Mid Cap Opportunities

14.53%17.93%2.12%2.92%N/A

S&P 500 (NZD Hedged)

13.84%15.00%15.80%14.65%12.95%

S&P 500 (Unhedged)

14.81%17.05%19.48%18.71%15.01%

S&P Global Clean Energy

22.78%4.02%-7.66%5.13%N/A

S&P Global Dividend Aristocrats

4.85%8.57%9.54%13.97%6.95%

US Bond

0.22%2.41%0.81%-1.58%1.71%

World ex-US

6.64%15.14%16.36%13.91%8.21%

World ex-US (NZD-Hedged)

7.14%10.98%13.32%13.30%7.67%

Index returns are gross index returns, not including fees or taxes. All yearly returns are annualised. In some cases, 10-year data is not available.

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

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© Copyright 2025 Kernel Wealth Limited

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Indices provided by: S&P Dow Jones Indices