Morningstar Fund Report
InvestNow KiwiSaver Australasian Prp Idx
Performance
30 Apr 2022
Growth of $10,000

Fund: InvestNow KiwiSaver Australasian Prp Idx

Index: S&P/NZX All Real Estate TR NZD

Category: Equity Sector NZ - Real Estate
Financial Year Total Returns
-- | -- | Mar-22 | Apr-22 | |
---|---|---|---|---|
Fund | -- | -- | -- | -1.87 |
+/- Cat | -- | -- | -- | 1.04 |
+/- Index | -- | -- | -- | 1.65 |
Trailing Total Returns
as at 30 Apr 2022Total Return | +/- Cat | +/- Index | Cat Rank | |
---|---|---|---|---|
1 Month | -1.87 | 1.04 | 1.65 | -- |
3 Month | -1.79 | 1.25 | 3.26 | -- |
1 Year | -- | -- | -- | -- |
3 Year | -- | -- | -- | -- |
5 Year | -- | -- | -- | -- |
Risk Analysis
as at 30 Apr 20223-Year Risk Measures | Fund | Category | Index |
---|---|---|---|
Standard Deviation | -- | -- | -- |
Sharpe Ratio | -- | -- | -- |
R-Squared | -- | -- | -- |
Beta | -- | -- | -- |
Alpha | -- | -- | -- |
Fund Details
Fund Inception | 05 Oct 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) |
0.73 |
Minimum Investment $ | -- |
Regular Savings Plan (Yes/No) |
-- |
Cash Distributions | -- |
Current Investment Style
as at 30 Apr 2022

Size | Medium Style | Blend
Asset Allocation
% as at 31 Mar 2022
Domestic Equity | 39.960 |
International Equity | 0.000 |
Listed Property | 60.019 |
Unlisted Property | 0.000 |
Domestic Fixed Interest | 0.000 |
International Fixed Interest | 0.000 |
Cash | 0.020 |
Other | 0.000 |
Morningstar Sustainability Rating
Learn more
Quick Stats
as at --
APIR Code | -- |
Legal Type | Superannuation Fund |
Status | Open |
Category | Equity Sector NZ - Real Estate |
Entry Price $ | -- |
Exit Price $ | -- |
Exit Price 1 Week Change $ |
-- |
Morningstar Ratings
Overall |
![]() |
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 | -- / -- |