Morningstar Fund Report
Kiwi Wealth Super Scheme Growth
Fund Report | Report generated 16 Jun 2021 | 
Performance
30 Apr 2021
Growth of $10,000
Fund: Kiwi Wealth Super Scheme Growth
Index: Morningstar NZ Msec Aggressive TR NZD
Category: Multisector - Aggressive
Financial Year Total Returns
| -- | -- | -- | -- | |
|---|---|---|---|---|
| Fund | -- | -- | -- | -- |
| +/- Cat | -- | -- | -- | -- |
| +/- Index | -- | -- | -- | -- |
Trailing Total Returns
as at 30 Apr 2021| Total Return | +/- Cat | +/- Index | Cat Rank | |
|---|---|---|---|---|
| 1 Month | 3.38 | 0.50 | 1.37 | 5 / 25 |
| 3 Month | 9.02 | 3.04 | 1.02 | 3 / 25 |
| 1 Year | 30.14 | 2.77 | 6.74 | 5 / 25 |
| 3 Year | 11.11 | 0.16 | -1.20 | 6 / 22 |
| 5 Year | 11.50 | 0.55 | -0.40 | 7 / 19 |
Risk Analysis
as at 30 Apr 2021| 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 May 2021) |
30.60 |
| Minimum Investment $ | 50 |
| Regular Savings Plan (Yes/No) |
-- |
| Cash Distributions | -- |
Current Investment Style
as at 31 May 2021
Size | Large Style | Blend
Asset Allocation
Morningstar Sustainability Rating 
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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 |
|
| 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 May 2021) | 1.2900 |
| Max Management Fee pa |
1.22% |
| Max Admin Fee pa |
-- |
| Max Brokerage | 0.0000 |