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About

Morningstar Fund Report

Kernel S&P Kensho Moonshots Innovation

Retail

Fund Report | Report generated 27 Oct 2021 |

Performance

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Growth of $10,000

No Chart Available

Financial Year Total Returns

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Fund -- -- -- --
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Trailing Total Returns

as at --
Total Return +/- Cat +/- Index Cat Rank
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Risk Analysis

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

Fund Details

Fund Inception 17 Feb 2021
Responsible Entity Kernel Wealth Limited
Fund Manager Kernel Wealth Limited
Base Currency $NZ
Net Assets $Mil
(as at 20 Oct 2021)
5.50
Minimum Investment $ 1
Regular Savings Plan
(Yes/No)
--
Cash Distributions --

Current Investment Style

as at 30 Sep 2021

Size | Small Style | Growth

Asset Allocation

% as at 30 Sep 2021

Domestic Equity 0.000
International Equity 100.000
Listed Property 0.000
Unlisted Property 0.000
Domestic Fixed Interest 0.000
International Fixed Interest 0.000
Cash 0.000
Other 0.000

Morningstar Sustainability Rating  Learn more

Quick Stats

as at 20 Oct 2021

APIR Code --
Legal Type Investment Trusts
Status Open
Category Equity Region North America
Entry Price $ 0.6857
Exit Price $ 0.6857
Exit Price
1 Week Change $
-0.0003

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 -- / --