Fund type: Aggressive fund
Past Returns: *-10.12%Fund type: Aggressive fund
Past Returns: *-10.12%The Kernel S&P Kensho Moonshots Innovation Fund invests in highly innovative U.S. Listed companies that produce the products and services shaping our future. And is designed to track the S&P Kensho Moonshots Index (NZD).
| Value | $683k NZD |
| Period of data report | 31st March 2025 |
| Members | 119 |
| Fund started | 11th April 2022 |
| Total annual fund fees | 0.45% |
| Total performance based fees | 0.0% |
| Manager's basic fee | 0.45% |
| Other management and administration charges | 0.0% |
| Total other charges | 0.0 |
| Total other charges currency | NZD |
|
Dean Anderson |
Currently: Chief Executive (6 years, 6 months)
|
|
Stephen Upton |
Currently: Chief Operating Officer (5 years, 9 months)
|
|
Kerry Mcintosh |
Currently: Chairman (5 years, 9 months)
|
|
Vicki Dale |
Currently: Investment Committee Member (2 years, 4 months)
|
|
Rhea Prasad |
Currently: Portfolio Manager (2 years, 4 months)
|
This information has been sourced from the quarterly data that each KiwiSaver fund has filed with Disclose register to 31st March 2025.
Past annual returns for this fund are after fees and taxes. Please note that higher past returns do not always mean higher future returns.
| Year | Market Average | Fund Annual Return |
|---|---|---|
| 2025 | 4.37% | -14.22% |
| 2024 | 16.75% | -5.82% |
The market average is the average return for funds of the same risk category, sourced from the Commission for Financial Capability's Sorted website. The fund information has been sourced from the quarterly data that each KiwiSaver fund has filed with Disclose register to 31st March 2025.
Ehang Holdings Adr
China International Equities
Okta Class A Ord
United States International Equities
Eos Energy Enterprises Inc
United States International Equities
Robinhood Markets Inc
United States International Equities
Cyber-Ark Software Ltd/Israel
Israel International Equities
Baidu Inc
China International Equities
Lucid Group Inc
United States International Equities
Couchbase Inc
United States International Equities
Roblox Class A Ord
United States International Equities
Bilibili Ads
China International Equities
| Type | Target | Actual |
|---|---|---|
| Cash and Cash Equivalents | 0.0% | -0.12% |
| New Zealand Fixed Interest | 0.0% | 0.0% |
| International Fixed Interest | 0.0% | 0.0% |
| Australasian Equities | 0.0% | 0.0% |
| International Equities | 100.0% | 100.12% |
| Listed Properties | 0.0% | 0.0% |
| Unlisted Properties | 0.0% | 0.0% |
| Other | 0.0% | 0.0% |
| Commodities | 0.0% | 0.0% |
How the money in this fund is invested by asset type.
This information has been sourced from the quarterly data that each KiwiSaver fund has filed with Disclose register to 31st March 2025.
This data is compiled by Mindful Money from the fund information and portfolios
that each
KiwiSaver
fund has
filed with the Disclose register to 31st March 2025 and Mindful Money
analysis of funds within those portfolios. The list of companies of concern has
been drawn from ratings agencies and public sources, including the Norwegian
Sovereign Fund, NZ Super Fund, Sustainalytics and research organisations.
Please note that companies may breach more than one of these areas of
concern.
The listing of companies of concern is based on definitions used in Mindful Money's
methodology. These definitions may
be different from the exclusions policy and definitions applied by the fund provider.
Mindful Money uses the term Mindful Funds as our standard
for ethical investment and responsible investment. This does not imply that
other funds are unethical or that the fund providers that do not meet these
standards are unethical providers.
Fund type: Aggressive fund
Past Returns: *-10.12%The Kernel S&P Kensho Moonshots Innovation Fund invests in highly innovative U.S. Listed companies that produce the products and services shaping our future. And is designed to track the S&P Kensho Moonshots Index (NZD).
| Value | $683k NZD |
| Period of data report | 31st March 2025 |
| Members | 119 |
| Fund started | 11th April 2022 |
| Total annual fund fees | 0.45% |
| Total performance based fees | 0.0% |
| Manager's basic fee | 0.45% |
| Other management and administration charges | 0.0% |
| Total other charges | 0.0 |
| Total other charges currency | NZD |
|
Dean Anderson |
Currently: Chief Executive (6 years, 6 months)
|
|
Stephen Upton |
Currently: Chief Operating Officer (5 years, 9 months)
|
|
Kerry Mcintosh |
Currently: Chairman (5 years, 9 months)
|
|
Vicki Dale |
Currently: Investment Committee Member (2 years, 4 months)
|
|
Rhea Prasad |
Currently: Portfolio Manager (2 years, 4 months)
|
This information has been sourced from the quarterly data that each KiwiSaver fund has filed with Disclose register to 31st March 2025.
Past annual returns for this fund are after fees and taxes. Please note that higher past returns do not always mean higher future returns.
| Year | Market Average | Fund Annual Return |
|---|---|---|
| 2025 | 4.37% | -14.22% |
| 2024 | 16.75% | -5.82% |
The market average is the average return for funds of the same risk category, sourced from the Commission for Financial Capability's Sorted website. The fund information has been sourced from the quarterly data that each KiwiSaver fund has filed with Disclose register to 31st March 2025.
Ehang Holdings Adr
China International Equities
Okta Class A Ord
United States International Equities
Eos Energy Enterprises Inc
United States International Equities
Robinhood Markets Inc
United States International Equities
Cyber-Ark Software Ltd/Israel
Israel International Equities
Baidu Inc
China International Equities
Lucid Group Inc
United States International Equities
Couchbase Inc
United States International Equities
Roblox Class A Ord
United States International Equities
Bilibili Ads
China International Equities
| Type | Target | Actual |
|---|---|---|
| Cash and Cash Equivalents | 0.0% | -0.12% |
| New Zealand Fixed Interest | 0.0% | 0.0% |
| International Fixed Interest | 0.0% | 0.0% |
| Australasian Equities | 0.0% | 0.0% |
| International Equities | 100.0% | 100.12% |
| Listed Properties | 0.0% | 0.0% |
| Unlisted Properties | 0.0% | 0.0% |
| Other | 0.0% | 0.0% |
| Commodities | 0.0% | 0.0% |
How the money in this fund is invested by asset type.
This information has been sourced from the quarterly data that each KiwiSaver fund has filed with Disclose register to 31st March 2025.
This data is compiled by Mindful Money from the fund information and portfolios
that each
KiwiSaver
fund has
filed with the Disclose register to 31st March 2025 and Mindful Money
analysis of funds within those portfolios. The list of companies of concern has
been drawn from ratings agencies and public sources, including the Norwegian
Sovereign Fund, NZ Super Fund, Sustainalytics and research organisations.
Please note that companies may breach more than one of these areas of
concern.
The listing of companies of concern is based on definitions used in Mindful Money's
methodology. These definitions may
be different from the exclusions policy and definitions applied by the fund provider.
Mindful Money uses the term Mindful Funds as our standard
for ethical investment and responsible investment. This does not imply that
other funds are unethical or that the fund providers that do not meet these
standards are unethical providers.
