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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.
12.94%
5 year p.a. index return to May 2022
2.47%
Indicative dividend yield as at May 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.
Holdings
As at May 31, 2022
| Company | Country | Industry | Weight |
|---|---|---|---|
Apple Inc | US | Info. Tech. | 7.92% |
Microsoft | US | Info. Tech. | 7.00% |
Amazon.com Inc | US | Consumer Disc. | 3.61% |
Fisher & Paykel Healthcare Corp Ltd | NZ | Healthcare | 3.01% |
Auckland International Airport | NZ | Industrials | 2.38% |
Spark New Zealand Limited (NZ Registered) | NZ | Communication Services | 2.37% |
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 May 31, 2022
-2.23%
3 months
7.32%
1 year
12.94%
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.
Documents & Resources
Latest Fund FactSheet
Updated: 31.05.2022
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Indices provided by: S&P Dow Jones Indices