Learn To Invest
Stocks Special Reports LICs Credit Funds ETFs Tools SMSFs
Video Archive Article Archive
News Stocks Special Reports Funds ETFs Features SMSFs Learn
About

Morningstar Fund Report

Kiwi Wealth Super Scheme Growth

Retail

Fund Report | Report generated 24 Oct 2021 |

Performance

30 Sep 2021

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-19 Mar-20 Mar-21 Sep-21
Fund 4.66 -4.90 36.08 6.95
+/- Cat -2.84 0.30 2.91 0.41
+/- Index -6.21 -4.83 7.41 -0.44

Trailing Total Returns

as at 30 Sep 2021
Total Return +/- Cat +/- Index Cat Rank
1 Month -3.72 -1.62 -2.03 27 / 27
3 Month 0.01 -0.82 -1.35 26 / 27
1 Year 21.01 1.35 1.55 7 / 26
3 Year 10.40 0.47 0.02 8 / 25
5 Year 11.84 0.90 -0.67 5 / 20

Risk Analysis

as at 30 Sep 2021
3-Year Risk Measures Fund Category Index
Standard Deviation 12.95 12.65 12.09
Sharpe Ratio 0.77 0.74 --
R-Squared 85.33 86.55 --
Beta 0.99 0.97 --
Alpha 0.22 -0.25 --

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 Sep 2021)
32.03
Minimum Investment $ 50
Regular Savings Plan
(Yes/No)
--
Cash Distributions --

Current Investment Style

as at 30 Sep 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 4
3 Year 3
5 Year 4
10 Year 5

Prosective Fees & Costs

as at 28 Feb 2021

Total Cost Ratio (Prospective) 1.36%
Investment Management Fee 1.23%
Performance Fee Costs 0.00%
Administration Fees & Costs --
Buy Spread/Sell Spread -- / --