Morningstar Fund Report
Kiwi Wealth KiwiSaver Scheme Growth
Performance
31 Jan 2021
Growth of $10,000

Fund: Kiwi Wealth KiwiSaver Scheme Growth

Index: Morningstar NZ Msec Aggressive TR NZD

Category: Multisector - Aggressive
Financial Year Total Returns
-- | -- | -- | -- | |
---|---|---|---|---|
Fund | -- | -- | -- | -- |
+/- Cat | -- | -- | -- | -- |
+/- Index | -- | -- | -- | -- |
Trailing Total Returns
as at 31 Jan 2021Total Return | +/- Cat | +/- Index | Cat Rank | |
---|---|---|---|---|
1 Month | -0.31 | -- | 0.43 | -- |
3 Month | 7.99 | -- | 1.02 | -- |
1 Year | 10.62 | -- | 6.54 | -- |
3 Year | 6.96 | -- | -2.39 | -- |
5 Year | 10.02 | -- | -0.69 | -- |
Risk Analysis
as at 31 Jan 20213-Year Risk Measures | Fund | Category | Index |
---|---|---|---|
Standard Deviation | 11.82 | -- | -- |
Sharpe Ratio | 0.54 | -- | -- |
R-Squared | 85.52 | -- | -- |
Beta | 0.91 | -- | -- |
Alpha | -1.51 | -- | -- |
Fund Details
Fund Inception | 01 Oct 2007 |
Responsible Entity | Kiwi Wealth Limited |
Fund Manager | Kiwi Wealth Investments Limited Partners |
Base Currency | $NZ |
Net Assets $Mil (as at 31 Dec 2020) |
1,892.90 |
Minimum Investment $ | 0 |
Regular Savings Plan (Yes/No) |
-- |
Cash Distributions | -- |
Current Investment Style
as at 31 Dec 2020

Size | Large Style | Blend
Asset Allocation
% as at 31 Dec 2020
Domestic Equity | 0.879 |
International Equity | 75.704 |
Listed Property | 1.655 |
Unlisted Property | 0.000 |
Domestic Fixed Interest | 5.639 |
International Fixed Interest | 6.153 |
Cash | 5.080 |
Other | 4.891 |
Morningstar Sustainability Rating
Learn more
Quick Stats
as at --
APIR Code | -- |
Legal Type | Superannuation Fund |
Status | Open |
Category | Multisector - Aggressive |
Entry Price $ | -- |
Exit Price $ | -- |
Exit Price 1 Week Change $ |
-- |
Morningstar Ratings
Overall |
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3 Year |
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5 Year |
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10 Year |
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Fees & Expenses
One-Time
Entry Fee/Contribution Fee | 0.00% |
Exit Fee/Withdrawal Fee | 0.00% |
Buy/Sell Spread | -- |
Annual
MER pa (31 Dec 2020) | 1.1300 |
Max Management Fee pa![]() |
1.02% |
Max Admin Fee pa![]() |
0.00% |
Max Brokerage | 0.0000 |