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About

Morningstar Fund Report

Kiwi Wealth Super Scheme Growth

Retail

Fund Report | Report generated 02 Mar 2021 |

Performance

--

Growth of $10,000

Fund
Fund: Kiwi Wealth Super Scheme Growth
Index
Index: Morningstar NZ Msec Aggressive TR NZD
Category
Category: Multisector - Aggressive

Financial Year Total Returns

Mar-18 Mar-19 Mar-20 Jan-21
Fund 10.98 4.66 -4.90 29.03
+/- Cat 2.01 -2.84 0.30 --
+/- Index 2.10 -6.21 -4.81 7.03

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)
27.23
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 - Aggressive
Entry Price $ --
Exit Price $ --
Exit Price
1 Week Change $
--

Morningstar Ratings

Overall 0
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) 1.3600
Max Management Fee pa 1.23%
Max Admin Fee pa --
Max Brokerage 0.0000