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Fund Performance Disclaimer
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Written by Lovelyn
Updated over a month ago

Fund returns are calculated on unit price movement, assuming distributions are reinvested, imputation credits received and after fees, but before any applicable PIE tax.
โ€‹
โ€‹Index returns are total returns gross of imputation credits where applicable, not including fees or taxes. All yearly returns are annualised.

All international equity indices are quoted in NZD unless otherwise stated.

The inception dates for the Funds is as follows:

Equity Funds

Inception Date

Kernel NZ 20

28 August 2019

Kernel NZ Small & Mid Cap Opportunities

28 August 2019

Kernel NZ Commercial Property

28 August 2019

Kernel Global Infrastructure

15 July 2020

Kernel S&P Global Dividend Aristocrats

15 July 2020

Kernel S&P Global 100

15 July 2020

Kernel S&P Kensho Moonshots Innovation

17 February 2021

Kernel S&P Kensho Electric Vehicle Innovation

17 February 2021

Kernel S&P Global Property (NZD Hedged)

16 June 2021

Kernel S&P Global Clean Energy

16 June 2021

Kernel NZ 50 ESG Tilted

14 July 2021

Kernel S&P 500 (NZD Hedged)

11 April 2022

Kernel Global Infrastructure (NZD Hedged)

28 July 2022

Kernel Global 100 (NZD Hedged)

2 November 2022

Kernel Global ESG

3 July 2023

Kernel Global ESG (NZD Hedged)

3 July 2023

Kernel S&P 500 Unhedged

11 November 2024

Kernel Emerging Markets

11 November 2024

Diversified funds

Inception date

Kernel High Growth

11 April 2022

Kernel Balanced

7 November 2022

Kernel Cash Plus

7 November 2022

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