Morningstar Fund Report
Kiwi Wealth Super Scheme Conservative
Performance
31 May 2022
Growth of $10,000

Fund: Kiwi Wealth Super Scheme Conservative

Index: Morningstar NZ Con Tgt Alloc NR NZD

Category: Multisector - Conservative
Financial Year Total Returns
Mar-20 | Mar-21 | Mar-22 | May-22 | |
---|---|---|---|---|
Fund | 2.30 | 5.80 | -4.42 | -2.31 |
+/- Cat | 0.07 | -1.44 | -2.68 | -- |
+/- Index | -1.79 | 3.02 | -1.88 | -0.30 |
Trailing Total Returns
as at 31 May 2022Total Return | +/- Cat | +/- Index | Cat Rank | |
---|---|---|---|---|
1 Month | -0.01 | 0.41 | 0.16 | 7 / 41 |
3 Month | -3.57 | -0.66 | -0.30 | 34 / 41 |
1 Year | -7.03 | -2.59 | -2.21 | 41 / 41 |
3 Year | 0.12 | -1.37 | -0.22 | 37 / 39 |
5 Year | 1.71 | -0.90 | -0.31 | 32 / 36 |
Risk Analysis
as at 31 May 20223-Year Risk Measures | Fund | Category | Index |
---|---|---|---|
Standard Deviation | 4.25 | 3.92 | 3.34 |
Sharpe Ratio | -0.1 | 0.24 | -- |
R-Squared | 89.8 | 71.25 | -- |
Beta | 1.2 | 1 | -- |
Alpha | -0.14 | 1.05 | -- |
Fund Details
Fund Inception | 01 Jun 2009 |
Responsible Entity | Kiwi Wealth Limited |
Fund Manager | Kiwi Wealth Investments Limited Partners |
Base Currency | $NZ |
Net Assets $Mil (as at 31 May 2022) |
11.00 |
Minimum Investment $ | 50 |
Regular Savings Plan (Yes/No) |
-- |
Cash Distributions | -- |
Current Investment Style
as at 31 May 2022

Size | Large Style | Growth
Asset Allocation
Morningstar Sustainability Rating
Learn more
Quick Stats
as at --
APIR Code | -- |
Legal Type | Superannuation Fund |
Status | Open |
Category | Multisector - Conservative |
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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Prosective Fees & Costs
as at 03 Nov 2021
Total Cost Ratio (Prospective) | 0.98% |
Investment Management Fee | 0.97% |
Performance Fee Costs | 0.00% |
Administration Fees & Costs | -- |
Buy Spread/Sell Spread | -- / -- |