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NZ 50 ESG Tilted

This fund includes and adjusts companies in the S&P/NZX 50 according to sustainability factors.

12.34%

5 year p.a. index return to April 2022

3.03%

Indicative dividend yield as at April 2022

0.25%

Management fee p.a.

Overview

How is this fund different to others?

The first index fund in New Zealand to not only exclude companies from controversial industries, but to also both upweight and downweight companies based on non-financial metrics including governance practices, fossil fuel exposure, and workplace diversity. Using the internationally acclaimed Corporate Sustainability Assessment from S&P Dow Jones, each company included in of the S&P/NZX 50 is given an ESG score and re-weighted accordingly. Tracking the S&P NZX 50 Portfolio ESG Tilted Index, this fund is designed to provide long-term capital growth and diversification.

Holdings

As at April 30, 2022

CompanyCountryIndustryWeight

Contact Energy

NZ

Utilities

10.26%

Auckland Intl Airport

NZ

Industrials

10.03%

Meridian Energy

NZ

Utilities

9.77%

Fisher & Paykel Healthcare

NZ

Healthcare

9.44%

Fletcher Building

NZ

Industrials

8.01%

Chorus

NZ

Communication Services

5.51%

Logos provided by Clearbit

Performance

  • Range of returns

    -10.73%

    VS

    49.46%

    The best and the worst 12 month returns in 5 years to the end of March 2022*

  • Growth of $10k

    $17,893

    For the 5 years to March 2022, an investment of $10,000 would be up 78.93%*

  • 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

  • 1.29%

    3 months

  • -4.90%

    1 year

  • 12.34%

    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 Update

Updated: 22.04.2022

Latest Fund Factsheet

Updated: 30.04.2022

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Indices provided by: S&P Dow Jones Indices