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

Fund: InvestNow KiwiSaver Pathfinder Eth Grwth

Index: Morningstar NZ Growth Tgt Alloc NR NZD

Category: Multisector - Growth
Financial Year Total Returns
-- | -- | Mar-22 | Apr-22 | |
---|---|---|---|---|
Fund | -- | -- | -- | -2.90 |
+/- Cat | -- | -- | -- | -0.03 |
+/- Index | -- | -- | -- | -1.47 |
Trailing Total Returns
as at 30 Apr 2022Total Return | +/- Cat | +/- Index | Cat Rank | |
---|---|---|---|---|
1 Month | -2.90 | -0.03 | -1.47 | -- |
3 Month | -3.62 | -0.14 | -0.25 | -- |
1 Year | -1.78 | 0.02 | -2.26 | -- |
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) |
1.28 |
Minimum Investment $ | -- |
Regular Savings Plan (Yes/No) |
-- |
Cash Distributions | -- |
Current Investment Style
as at 19 May 2022

Size | Large Style | Growth
Asset Allocation
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 | -- / -- |