Morningstar Fund Report
Kernel High Growth
Performance
31 May 2022
Growth of $10,000

Fund: Kernel High Growth

Index: Morningstar NZ Agg Tgt Alloc NR NZD

Category: Multisector - Aggressive
Financial Year Total Returns
-- | -- | -- | May-22 | |
---|---|---|---|---|
Fund | -- | -- | -- | -- |
+/- Cat | -- | -- | -- | -- |
+/- Index | -- | -- | -- | -- |
Trailing Total Returns
as at 31 May 2022Total Return | +/- Cat | +/- Index | Cat Rank | |
---|---|---|---|---|
1 Month | -1.74 | 0.23 | -0.51 | 14 / 30 |
3 Month | -- | -- | -- | -- |
1 Year | -- | -- | -- | -- |
3 Year | -- | -- | -- | -- |
5 Year | -- | -- | -- | -- |
Risk Analysis
as at 31 May 20223-Year Risk Measures | Fund | Category | Index |
---|---|---|---|
Standard Deviation | -- | -- | -- |
Sharpe Ratio | -- | -- | -- |
R-Squared | -- | -- | -- |
Beta | -- | -- | -- |
Alpha | -- | -- | -- |
Fund Details
Fund Inception | 11 Apr 2022 |
Responsible Entity | Kernel Wealth Limited |
Fund Manager | Kernel Wealth Limited |
Base Currency | $NZ |
Net Assets $Mil (as at 04 Jul 2022) |
3.50 |
Minimum Investment $ | 1 |
Regular Savings Plan (Yes/No) |
-- |
Cash Distributions | Quarterly |
Current Investment Style
Style Box is unavailable.
Asset Allocation
Morningstar Sustainability Rating
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Quick Stats
as at 04 Jul 2022
APIR Code | -- |
Legal Type | Investment Trusts |
Status | Open |
Category | Multisector - Aggressive |
Entry Price $ | 4.7283 |
Exit Price $ | 4.7283 |
Exit Price 1 Week Change $ |
-0.0295 |
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 | -- / -- |