Kernel S&P Kensho Moonshots Innovation

Own your share of 50 of the most innovative US-listed companies at the forefront of disruptive themes changing our tomorrow, e.g. Virgin Galactic Holdings, iRobot, Lyft and more. 

5 year p.a. return
to February 2021

48.84%*

Companies in
the Fund

50

Management fee
p.a. (before rebate)

0.55%

Largest
Sector

Info tech

Fund Overview

Be like a venture capitalist and diversify your portfolio by investing in disruptive ideas and innovations that will shape our lives today and in the future. This fund is comprised of 50 US-listed companies, headquartered globally, with the highest Early-Stage Composite Innovation Score as assessed by the AI smarts of Kensho. The fund provides exposure to 17 disruptive sectors such as smart grids, cleantech, cyber security and space exploration; these are the Moonshots. Market capitalisation and liquidity are key criteria for index selection; with minimum company size being $100M. These international high-growth companies are a mix of ground breaking start-ups and established innovative corporates each with the possibility for exponential potential. This fund tracks the S&P Kensho Moonshots Index.

Fund Performance

We believe past performance should not be relied on to make an investment choice, so we strive to provide a range information to assist in making the best choice for your goals.

Range of Returns

The best and the worst 12 months returns in USD in 5 years to December 2020*

$73,046

Growth of $10,000

For the 5 years to February 2021, you would be up 630.46%*

Investment Objective

The Fund is designed to focus on capital growth and is a great satellite holding.

*These are the gross index returns, not including fee or taxes

Holdings

Transparency is key and we think you should know which companies you own within our Fund. You can find out more about constituent selection here.

Company holdings

CompanyIndustry% as at 28 February 2021
MicrovisionVirtual Reality8.32%
VuzixWearables6.62%
NantKwestGenetic Engineering4.66%
The ExOne Company3D Printing4.27%
Vir BiotechnolgyGenetic Engineering3.12%
Fuelcell EnergyCleantech3.06%
Plug PowerCleantech2.67%
iRobotRobotics2.38%
XunleiDistributed Ledger2.32%
Nano Dimension Ltd3D Printing2.17%
Varonis SystemsCyber Security2.12%
Wix.comInternet Services & Infrastructure2.09%
Ballard Power SystemsCleantech2.08%
MongoDB IncInternet Services & Infrastructure2.03%
Glu Mobile IncDigital Communities2.00%
Adaptimmune TherapeuticsGenetic Engineering1.97%
Ambarella IncAutonomous Vehicles1.92%
ZyngaDigital Communities1.90%
Silicon LaboratoriesSmart Buildings1.89%
AerovironmentDrones1.83%
American SuperconductorCleantech1.83%
Veoneer IncAutonomous Vehicles1.80%
Yelp IncDigital Communities1.80%
Lyft Inc -AAdvanced Transport Systems1.72%
Virgin Galactic HoldingsSpace1.71%
Homology MedicinesGenetic Engineering1.69%
A10 NetworksCyber Security1.69%
F5 NetworksCyber Security1.64%
Tenable HoldingsCyber Security1.63%
Netscout SystemsCyber Security1.61%
Orchard TherapeuticsGenetic Engineering1.60%
Juniper NetworksCyber Security1.57%
Fate TherapeuticsGenetic Engineering1.53%
RadwareCyber Security1.52%
Adverum BiotechnologiesGenetic Engineering1.47%
Slack TechnologiesEnterprise Collaboration1.43%
Inovio PharmaceuticalsGenetic Engineering1.43%
OneConnect Financial TechnologyDistributed Ledger1.31%
VirnetXCyber Security1.20%
Mercury SystemsDrones1.19%
Accelerate DiagnosticsRobotics1.14%
Uniqure B.VGenetic Engineering1.13%
Workhorse GroupDrones1.13%
Immersion CorporationWearables1.10%
Bluebird BioGenetic Engineering1.07%
Ribbon CommunicationsEnterprise Collaboration1.06%
Energy RecoverySmart Grids1.01%
OomaEnterprise Collaboration0.75%


Sector holdings

Returns

Since Inception

N/A

3 months

37.73%

1 year 

143.67%

3 years

63.34%

p.a

5 years

48.84%

p.a

*Returns are after fees as at 28 February 2021. See our full performance disclaimer for more details.

Risk and Returns

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. For more information, read the PDS.

Risk indicator

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Copyright 2020 – Kernel Wealth Limited 

Indices provided by: 

CompanyIndustry% as at 28 February 2021
MicrovisionVirtual Reality8.32%
VuzixWearables6.62%
NantKwestGenetic Engineering4.66%
The ExOne Company3D Printing4.27%
Vir BiotechnolgyGenetic Engineering3.12%
Fuelcell EnergyCleantech3.06%
Plug PowerCleantech2.67%
iRobotRobotics2.38%
XunleiDistributed Ledger2.32%
Nano Dimension Ltd3D Printing2.17%
Varonis SystemsCyber Security2.12%
Wix.comInternet Services & Infrastructure2.09%
Ballard Power SystemsCleantech2.08%
MongoDB IncInternet Services & Infrastructure2.03%
Glu Mobile IncDigital Communities2.00%
Adaptimmune TherapeuticsGenetic Engineering1.97%
Ambarella IncAutonomous Vehicles1.92%
ZyngaDigital Communities1.90%
Silicon LaboratoriesSmart Buildings1.89%
AerovironmentDrones1.83%
American SuperconductorCleantech1.83%
Veoneer IncAutonomous Vehicles1.80%
Yelp IncDigital Communities1.80%
Lyft Inc -AAdvanced Transport Systems1.72%
Virgin Galactic HoldingsSpace1.71%
Homology MedicinesGenetic Engineering1.69%
A10 NetworksCyber Security1.69%
F5 NetworksCyber Security1.64%
Tenable HoldingsCyber Security1.63%
Netscout SystemsCyber Security1.61%
Orchard TherapeuticsGenetic Engineering1.60%
Juniper NetworksCyber Security1.57%
Fate TherapeuticsGenetic Engineering1.53%
RadwareCyber Security1.52%
Adverum BiotechnologiesGenetic Engineering1.47%
Slack TechnologiesEnterprise Collaboration1.43%
Inovio PharmaceuticalsGenetic Engineering1.43%
OneConnect Financial TechnologyDistributed Ledger1.31%
VirnetXCyber Security1.20%
Mercury SystemsDrones1.19%
Accelerate DiagnosticsRobotics1.14%
Uniqure B.VGenetic Engineering1.13%
Workhorse GroupDrones1.13%
Immersion CorporationWearables1.10%
Bluebird BioGenetic Engineering1.07%
Ribbon CommunicationsEnterprise Collaboration1.06%
Energy RecoverySmart Grids1.01%
OomaEnterprise Collaboration0.75%

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