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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.

Index Performance

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.

Performance as of 30 November 2023

Fund name3M1Y5Y10Y

Global 100

-1.54%19.34%16.24%N/A

Global 100 (NZD Hedged)

1.85%17.23%12.98%N/A

Global ESG

-1.08%18.54%14.41%N/A

Global ESG (NZD Hedged)

2.28%17.20%11.54%N/A

Global Green Property

-1.08%-1.16%0.30%N/A

Global Infrastructure

0.76%0.16%8.60%9.78%

Global Infrastructure (NZD Hedged)

4.17%-1.79%6.02%N/A

Kernel Balanced Fund

0.55%7.12%7.16%N/A

Kernel Cash Plus Fund

1.41%5.33%2.00%N/A

Kernel High Growth Fund

0.12%10.14%12.24%N/A

NZ 20

-1.23%0.07%7.58%11.51%

NZ 50 ESG Tilted

-1.34%2.08%7.57%N/A

NZ Commercial Property

-4.13%-3.07%2.90%8.08%

NZ Small & Mid Cap Opportunities

-1.12%-8.96%-1.39%N/A

S&P 500

1.40%12.98%10.81%12.69%

S&P Global Clean Energy

-12.02%-25.13%15.39%N/A

S&P Global Dividend Aristocrats

-3.02%1.59%4.68%8.12%

S&P Kensho Electric Vehicle Innovation

-19.15%-28.95%8.29%N/A

S&P Kensho Moonshots Innovation

-19.49%-19.00%0.95%N/A

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