KERNEL WEALTH LIMITED

Kernel Kiwisaver Plan

Assets

$364M

Total value

Average Return

N/A

Five year

Average Fee 💰

0.28%

One Year

Total Investors

10.3K

Across all funds

Risk Level

Minimum Return 📈

Maximum Fee 💰

FUND NAME	RISK LEVEL	5Y RETURN	FEE💰	Value	Growth Assets	Start Date
Kernel S&P Global Dividend Aristocrats Fund	Aggressive	N/A	0.25%	$3M	99.89%	11-04-2022
Kernel High Growth Fund	Aggressive	N/A	0.25%	$277M	98.23%	11-04-2022
Kernel Nz Small & Mid Cap Opportunities Fund	Aggressive	N/A	0.25%	$480K	100%	11-04-2022
Kernel S&P Global Clean Energy Fund	Aggressive	N/A	0.45%	$907K	99.93%	11-04-2022
Kernel S&P 500 (Unhedged) Fund	Aggressive	N/A	0.25%	$12M	99.7%	11-11-2024
Kernel S&P 500 (Nzd Hedged) Fund	Aggressive	N/A	0.25%	$29M	99.52%	11-04-2022
Kernel Nz 20 Fund	Aggressive	N/A	0.25%	$2M	100%	11-04-2022
Kernel Nz Bond Fund	Defensive	N/A	0.4%	$260K	N/A	29-07-2024
Kernel Us Bond Fund	Defensive	N/A	0.3%	$232K	N/A	29-07-2024
Kernel Balanced Fund	Balanced	N/A	0.25%	$24M	60.13%	07-11-2022
Kernel Nz 50 Esg Tilted Fund	Aggressive	N/A	0.25%	$1M	100%	11-04-2022
Kernel Nz Commercial Property Fund	Aggressive	N/A	0.25%	$577K	100%	11-04-2022
Kernel Global Esg (Nzd Hedged) Fund	Aggressive	N/A	0.25%	$4M	99.88%	03-07-2023
Kernel Global Property (Nzd Hedged) Fund	Aggressive	N/A	0.25%	$393K	99.98%	11-04-2022
Kernel Cash Plus Fund	Defensive	N/A	0.25%	$10M	N/A	07-11-2022

Helping Kiwis make smarter KiwiSaver choices. Compare funds, check fees, and see which scheme fits your future.

‌