Morningstar Fund Report
Kiwi Wealth Super Scheme Balanced
Performance
--
Growth of $10,000

Fund: Kiwi Wealth Super Scheme Balanced

Index: Morningstar NZ Msec Balanced TR NZD

Category: Multisector - Balanced
Financial Year Total Returns
Mar-18 | Mar-19 | Mar-20 | Jan-21 | |
---|---|---|---|---|
Fund | 7.77 | 4.52 | -1.84 | 19.33 |
+/- Cat | 1.09 | -1.47 | 0.38 | -- |
+/- Index | 1.17 | -4.56 | -3.49 | 4.99 |
Trailing Total Returns
as at --Total Return | +/- Cat | +/- Index | Cat Rank | |
---|---|---|---|---|
1 Month | -- | -- | -- | -- |
3 Month | -- | -- | -- | -- |
1 Year | -- | -- | -- | -- |
3 Year | -- | -- | -- | -- |
5 Year | -- | -- | -- | -- |
Risk Analysis
as at --3-Year Risk Measures | Fund | Category | Index |
---|---|---|---|
Standard Deviation | -- | -- | -- |
Sharpe Ratio | -- | -- | -- |
R-Squared | -- | -- | -- |
Beta | -- | -- | -- |
Alpha | -- | -- | -- |
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 Jan 2021) |
26.78 |
Minimum Investment $ | 50 |
Regular Savings Plan (Yes/No) |
-- |
Cash Distributions | -- |
Current Investment Style
as at 31 Jan 2021

Size | Large Style | Blend
Asset Allocation
Morningstar Sustainability Rating
Learn more
Quick Stats
as at --
APIR Code | -- |
Legal Type | Superannuation Fund |
Status | Open |
Category | Multisector - Balanced |
Entry Price $ | -- |
Exit Price $ | -- |
Exit Price 1 Week Change $ |
-- |
Morningstar Ratings
Overall |
![]() |
3 Year | |
5 Year | |
10 Year |
Fees & Expenses
One-Time
Entry Fee/Contribution Fee | -- |
Exit Fee/Withdrawal Fee | -- |
Buy/Sell Spread | -- |
Annual
MER pa (31 Dec 2020) | 1.2000 |
Max Management Fee pa![]() |
1.12% |
Max Admin Fee pa![]() |
-- |
Max Brokerage | 0.0000 |