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About

Morningstar Fund Report

KIM NZ Equities

Retail

Fund Report | Report generated 06 Aug 2021 |

Performance

31 May 2021

Growth of $10,000

Fund
Fund: KIM NZ Equities
Index
Index: S&P/NZX 50 TR NZD
Category
Category: Equity Region NZ

Financial Year Total Returns

-- -- Mar-21 Jun-21
Fund -- -- -- 0.36
+/- Cat -- -- -- -2.18
+/- Index -- -- -- -0.39

Trailing Total Returns

as at 31 May 2021
Total Return +/- Cat +/- Index Cat Rank
1 Month -3.37 -1.12 -0.15 --
3 Month 0.90 -1.33 0.14 --
1 Year -- -- -- --
3 Year -- -- -- --
5 Year -- -- -- --

Risk Analysis

as at 31 May 2021
3-Year Risk Measures Fund Category Index
Standard Deviation -- -- --
Sharpe Ratio -- -- --
R-Squared -- -- --
Beta -- -- --
Alpha -- -- --

Fund Details

Fund Inception 19 Jan 2021
Responsible Entity Kiwi Investment Management Limited
Fund Manager Kiwi Investment Management Limited
Base Currency $NZ
Net Assets $Mil
(as at 30 Jun 2021)
239.16
Minimum Investment $ 10,000
Regular Savings Plan
(Yes/No)
--
Cash Distributions --

Current Investment Style

 

Style Box is unavailable.

Asset Allocation

Morningstar Sustainability Rating  Learn more

Quick Stats

as at --

APIR Code --
Legal Type Superannuation Fund
Status Open
Category Equity Region NZ
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 (--) --
Max Management Fee pa 0.00%
Max Admin Fee pa --
Max Brokerage --