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Morningstar Fund Report

InvestNow KiwiSaver Pathfinder Eth Grwth

Retail

Fund Report | Report generated 23 May 2022 |

Performance

30 Apr 2022

Growth of $10,000

Fund
Fund: InvestNow KiwiSaver Pathfinder Eth Grwth
Index
Index: Morningstar NZ Growth Tgt Alloc NR NZD
Category
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 2022
Total 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 2022
3-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 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 -- / --