Morningstar Fund Report
Kiwi Wealth Super Scheme Growth
Performance
30 Apr 2022
Growth of $10,000

Fund: Kiwi Wealth Super Scheme Growth

Index: Morningstar NZ Agg Tgt Alloc NR NZD

Category: Multisector - Aggressive
Financial Year Total Returns
Mar-20 | Mar-21 | Mar-22 | Apr-22 | |
---|---|---|---|---|
Fund | -4.90 | 36.08 | 6.51 | -5.07 |
+/- Cat | 0.30 | 2.91 | 2.88 | -1.72 |
+/- Index | -3.67 | 7.07 | 0.55 | -3.80 |
Trailing Total Returns
as at 30 Apr 2022Total Return | +/- Cat | +/- Index | Cat Rank | |
---|---|---|---|---|
1 Month | -5.07 | -1.72 | -3.80 | 26 / 27 |
3 Month | -7.52 | -3.44 | -3.71 | 27 / 27 |
1 Year | -2.19 | 0.44 | -4.90 | 14 / 26 |
3 Year | 8.15 | 1.15 | -0.44 | 3 / 25 |
5 Year | 8.34 | 0.55 | -1.02 | 5 / 21 |
Risk Analysis
as at 30 Apr 20223-Year Risk Measures | Fund | Category | Index |
---|---|---|---|
Standard Deviation | 12.57 | 12.38 | 10.95 |
Sharpe Ratio | 0.64 | 0.54 | -- |
R-Squared | 82.27 | 85.71 | -- |
Beta | 1.04 | 1.04 | -- |
Alpha | -0.58 | -2.04 | -- |
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 30 Apr 2022) |
29.18 |
Minimum Investment $ | 50 |
Regular Savings Plan (Yes/No) |
-- |
Cash Distributions | -- |
Current Investment Style
as at 30 Apr 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 - 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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Prosective Fees & Costs
as at 03 Nov 2021
Total Cost Ratio (Prospective) | 1.29% |
Investment Management Fee | 1.22% |
Performance Fee Costs | 0.00% |
Administration Fees & Costs | -- |
Buy Spread/Sell Spread | -- / -- |