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Kernel High Growth Fund

A diversified fund comprising several of the Kernel Funds, targeting high growth and suitable for long-term investors comfortable accepting higher volatility.

13.97%

5 year p.a. index return to March 2022

2.29%

Indicative dividend yield as at March 2022

0.25%

Management fee p.a.

Overview

How is this fund different to others?

The High Growth Fund is made up of over 98% growth assets, such as shares and listed property. Globally diversified, the Fund is designed to help Kiwis build long-term wealth while lessening volatility through geographical and sector diversification. This Fund is suitable for an investor with an investment time horizon of at least 5 years.

Performance

  • Range of returns

    -3.01%

    VS

    31.89%

    The best and the worst 12 month returns in 10 years to end of March 2022.

  • Growth of $10k

    $19,575

    For the 5 years to March 2022, you would be up 95.75%*.

  • 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.

Returns

As at April 30, 2022

  • -4.71%

    3 months

  • 12.71%

    1 year

  • 14.38%

    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.

Risk

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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Lower Risk

Higher Risk

Documents & Resources

Latest Fund FactSheet

Updated: 30.04.2022

Start investing for a better tomorrow, today.

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© Copyright 2022 Kernel Wealth Limited

Indices provided by: S&P Dow Jones Indices