Morningstar Fund Report
Kiwi Wealth Super Scheme Growth
Fund Report | Report generated 23 May 2022 | 
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 2022| Total 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 2022| 3-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 
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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 |
|
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 | -- / -- |