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

KIM NZ Equities

Retail

Fund Report | Report generated 28 May 2022 |

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 Mar-22 Apr-22
Fund -- -- -3.99 -1.68
+/- Cat -- -- -2.98 0.06
+/- Index -- -- -0.40 0.19

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 Wealth Investments Limited Partners
Base Currency $NZ
Net Assets $Mil
(as at 29 Apr 2022)
308.86
Minimum Investment $ 10,000
Regular Savings Plan
(Yes/No)
--
Cash Distributions --

Current Investment Style

as at 30 Apr 2022

Size | Medium Style | Blend

Asset Allocation

Morningstar Sustainability Rating  Learn more

Quick Stats

as at 29 Apr 2022

APIR Code --
Legal Type Superannuation Fund
Status Open
Category Equity Region NZ
Entry Price $ 0.9185
Exit Price $ 0.9185
Exit Price
1 Week Change $
0.0005

Morningstar Ratings

Overall 0
3 Year  
5 Year  
10 Year  

Prosective Fees & Costs

as at --

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