Learn To Invest
Stocks Special Reports LICs Credit Funds ETFs Tools SMSFs
Video Archive Article Archive
News Stocks Special Reports Funds ETFs Features SMSFs Learn
About

Morningstar Fund Report

InvestNow KiwiSaver AMP Capital NZ Cash

Retail

Fund Report | Report generated 22 May 2022 |

Performance

30 Apr 2022

Growth of $10,000

Fund
Fund: InvestNow KiwiSaver AMP Capital NZ Cash
Index
Index: S&P/NZX NZ Call Rate GR NZD
Category
Category: Cash

Financial Year Total Returns

-- Mar-21 Mar-22 Apr-22
Fund -- -- 0.53 0.08
+/- Cat -- -- 0.36 -0.02
+/- Index -- -- 0.05 -0.03

Trailing Total Returns

as at 30 Apr 2022
Total Return +/- Cat +/- Index Cat Rank
1 Month 0.08 -0.03 -0.03 --
3 Month 0.24 0.27 -0.01 --
1 Year 0.59 0.27 0.02 --
3 Year -- -- -- --
5 Year -- -- -- --

Risk Analysis

as at 30 Apr 2022
3-Year Risk Measures Fund Category Index
Standard Deviation -- 0.5 0.13
Sharpe Ratio -- 0.45 --
R-Squared -- 35.68 --
Beta -- 4.13 --
Alpha -- 0.3 --

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)
1.26
Minimum Investment $ --
Regular Savings Plan
(Yes/No)
--
Cash Distributions --

Current Investment Style

 

Style Box is unavailable.

Asset Allocation

Morningstar Sustainability Rating  Learn more

Quick Stats

as at --

APIR Code --
Legal Type Superannuation Fund
Status Open
Category Cash
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 -- / --