Index Performance

As Kernel is an index fund manager supporting investors with their long term wealth accumulation, we provide the corresponding index returns as a longer time series. Please note that past performance is not an indicator of future 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 for the index. 

Performance as at 31st October 2021

Index name

3M
1Y
3Y
5Y
10Y

S&P/NZX 20

4.32%

7.09%

16.47%

15.43%

16.89%

S&P/NZX Emerging Opportunities

5.90%

26.20%

11.42%

11.15%

N/A

S&P/NZX Real Estate Select

0.06%

3.60%

14.88%

12.37%

13.57%

S&P Global 100 Ex-Controversial Weapons

1.85%

30.95%

17.35%

18.42%

N/A

S&P Developed Ex-Korea Dividend Aristocrats Quality Income

-3.57%

24.22%

2.86%

6.26%

9.29%

Dow Jones Brookfield Global Infrastructure

-0.28%

17.91%

7.95%

8.68%

10.91%

S&P Kensho Moonshots 

1.23%

45.40%

42.69%

39.08%

N/A

S&P Kensho Electric Vehicles

-3.35%

59.66%

42.10%

31.64%

N/A

S&P/NZX 50 Portfolio ESG Tilted

3.91%

9.42%

16.24%

15.99%

N/A

S&P Global Clean Energy

8.62%

20.85%

44.35%

26.38%

13.66%

Dow Jones Global Select ESG RESI

2.12%

47.01%

8.54%

7.21%

N/A

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