Fund Performance

When looking at returns and comparing funds, it is important to note the following: Kernel fund returns are calculated on unit price movements, assuming distributions are reinvested and after management fees, but at 0% tax. The table below shows fund returns only, you can select the Index Performance tab below to view the performance of the index across longer time periods. Please note that past performance is not an indicator of future performance.

FUNDS
FUND PERFORMANCE
INDEX PERFORMANCE

Performance as at 31st March 2022

Fund name
3M
1Y
3Y
5Y
10Y
NZ 20

-6.53%

-3.16%

–

–

–

NZ Small & Mid Cap Opportunities

-10.72%

1.79%

–

–

–

NZ Commercial Property

-6.24%

0.63%

–

–

–

S&P Global 100

-3.98%

18.04%

–

–

–

S&P Global Dividend Aristocrats

-0.63%

8.04%

–

–

–

Global Infrastructure

1.66%

18.59%

–

–

–

S&P Kensho Moonshots Innovation

-27.06%

-51.02%

–

–

–

S&P Kensho Electric Vehicle Innovation

-14.69%

-21.52%

–

–

–

NZ ESG 50 Tilted

-4.84%

–

–

–

–

Global Clean Energy

0.39%

–

–

–

–

Global Green Property

-3.75%

–

–

–

–

The inception dates for the Funds are as follows:
NZ 20, NZ Small & Mid Cap Opportunities and NZ Commercial Property – 28 Aug 2019.
Global Infrastructure, S&P Global Dividend Aristocrats and S&P Global 100 – 15 July 2020.
S&P Kensho Moonshots Innovation and S&P Kensho Electric Vehicle Innovation – 17 February 2021.
Global Green Property and Global Clean Energy – 16 June 2021.
NZ 50 ESG Tilted – 14 July 2021.

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