Morningstar Fund Report
InvestNow KiwiSaver NZ Shares Index
Performance
30 Apr 2022
Growth of $10,000

Fund: InvestNow KiwiSaver NZ Shares Index

Index: S&P/NZX 50 TR NZD

Category: Equity Region NZ
Financial Year Total Returns
-- | Mar-21 | Mar-22 | Apr-22 | |
---|---|---|---|---|
Fund | -- | -- | -3.32 | -1.88 |
+/- Cat | -- | -- | -2.31 | -0.14 |
+/- Index | -- | -- | 0.27 | -0.02 |
Trailing Total Returns
as at 30 Apr 2022Total Return | +/- Cat | +/- Index | Cat Rank | |
---|---|---|---|---|
1 Month | -1.88 | -0.14 | -0.02 | -- |
3 Month | 0.14 | 0.19 | 0.18 | -- |
1 Year | -6.38 | -2.07 | 0.27 | -- |
3 Year | -- | -- | -- | -- |
5 Year | -- | -- | -- | -- |
Risk Analysis
as at 30 Apr 20223-Year Risk Measures | Fund | Category | Index |
---|---|---|---|
Standard Deviation | -- | 14.88 | 14.17 |
Sharpe Ratio | -- | 0.49 | -- |
R-Squared | -- | 92.31 | -- |
Beta | -- | 1 | -- |
Alpha | -- | 1.06 | -- |
Fund Details
Fund Inception | 05 Oct 2020 |
Responsible Entity | Implemented Investment Solutions Limited |
Fund Manager | InvestNow Saving&Investment Service Ltd. |
Base Currency | $NZ |
Net Assets $Mil (as at 31 Mar 2022) |
2.80 |
Minimum Investment $ | -- |
Regular Savings Plan (Yes/No) |
-- |
Cash Distributions | -- |
Current Investment Style
as at 31 Mar 2022

Size | Medium Style | Blend
Asset Allocation
% as at 31 Mar 2022
Domestic Equity | 0.000 |
International Equity | 0.000 |
Listed Property | 99.456 |
Unlisted Property | 0.000 |
Domestic Fixed Interest | 0.000 |
International Fixed Interest | 0.000 |
Cash | 0.544 |
Other | 0.000 |
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 |
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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 | -- / -- |