Morningstar Fund Report
InvestNow KiwiSaver Harbour Active Grwth
Performance
30 Apr 2022
Growth of $10,000

Fund: InvestNow KiwiSaver Harbour Active Grwth

Index: Morningstar NZ Growth Tgt Alloc NR NZD

Category: Multisector - Growth
Financial Year Total Returns
-- | -- | Mar-22 | Apr-22 | |
---|---|---|---|---|
Fund | -- | -- | -- | -2.19 |
+/- Cat | -- | -- | -- | 0.68 |
+/- Index | -- | -- | -- | -0.76 |
Trailing Total Returns
as at 30 Apr 2022Total Return | +/- Cat | +/- Index | Cat Rank | |
---|---|---|---|---|
1 Month | -2.19 | 0.68 | -0.76 | -- |
3 Month | -4.09 | -0.61 | -0.72 | -- |
1 Year | -7.57 | -5.77 | -8.05 | -- |
3 Year | -- | -- | -- | -- |
5 Year | -- | -- | -- | -- |
Risk Analysis
as at 30 Apr 20223-Year Risk Measures | Fund | Category | Index |
---|---|---|---|
Standard Deviation | -- | 10.84 | 8.97 |
Sharpe Ratio | -- | 0.57 | -- |
R-Squared | -- | 88.11 | -- |
Beta | -- | 1.13 | -- |
Alpha | -- | -0.64 | -- |
Fund Details
Fund Inception | 19 Apr 2021 |
Responsible Entity | Implemented Investment Solutions Limited |
Fund Manager | InvestNow Saving&Investment Service Ltd. |
Base Currency | $NZ |
Net Assets $Mil (as at 31 Mar 2022) |
2.15 |
Minimum Investment $ | -- |
Regular Savings Plan (Yes/No) |
-- |
Cash Distributions | -- |
Current Investment Style
as at 28 Feb 2022

Size | Large Style | Growth
Asset Allocation
% as at 31 Mar 2022
Domestic Equity | 22.980 |
International Equity | 39.450 |
Listed Property | 6.113 |
Unlisted Property | 0.000 |
Domestic Fixed Interest | 11.820 |
International Fixed Interest | 3.072 |
Cash | 5.573 |
Other | 10.993 |
Morningstar Sustainability Rating
Learn more
Quick Stats
as at --
APIR Code | -- |
Legal Type | Superannuation Fund |
Status | Open |
Category | Multisector - Growth |
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 | -- / -- |