{
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  "canonicalUrl": "https://managedfunds.nz/funds/kernel/nz-50-esg-tilted/",
  "fetchedAt": "2026-05-22T05:19:08.596Z",
  "fund": {
    "slug": "nz-50-esg-tilted",
    "name": "Kernel NZ 50 ESG Tilted Fund",
    "managerSlug": "kernel",
    "category": "australasian-equities",
    "riskProfile": "growth",
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    "isEtf": null,
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    "isHedged": null,
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    "isThematic": null,
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    "availableVia": [
      "direct"
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    "dataStatus": "pending-ingestion"
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  "manager": {
    "slug": "kernel",
    "name": "Kernel",
    "legalName": "Kernel Wealth Limited",
    "parent": null,
    "website": "https://kernelwealth.co.nz",
    "hq": "Auckland"
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  "category": {
    "slug": "australasian-equities",
    "name": "Australasian Equities",
    "shortName": "Australasian Equities"
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  "metrics": {
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    "matchScore": 3.3333333333333335,
    "sortedFundName": "KERNEL NZ 50 ESG TILTED FUND",
    "sortedManager": "KERNEL WEALTH LIMITED kernelwealth.co.nz",
    "sortedUrl": "https://smartinvestor.sorted.org.nz/kiwisaver-and-managed-funds/SCH13288/OFR13322/FND37629/",
    "fetchedAt": "2026-05-22T03:04:25.571Z",
    "source_doc": "sorted/SCH13288/OFR13322/FND37629",
    "source_doc_date": "2026-05-22",
    "source_doc_url": "https://smartinvestor.sorted.org.nz/kiwisaver-and-managed-funds/SCH13288/OFR13322/FND37629/",
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    "growthAssetsPct": 98.37,
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    "pdsUrl": "/disclose-document/mdocba0ccca38cbf5cb6e138d2800243396/Kernel-Kiwi-Saver-PDS-Equities-August-2025.pdf",
    "strategySummary": "“\n                            The Kernel NZ 50 ESG Tilted tracks the S&P/NZX 50 Portfolio ESG Tilted Index. Using the internationally acclaimed Corporate Sustainability Assessment from S&P Dow Jones, each company included in the S&P/NZX 50 Portfolio Index is given an ESG score and re-weighted accordingly\n                            ”",
    "topHoldings": [
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        "asset": "Fisher & Paykel Healthcare Corp Ltd",
        "assetClass": "Shares",
        "type": "Australasian Equities",
        "country": "NZ",
        "weightPct": 10.46
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        "asset": "Fletcher Building Ltd (NZ Registry)",
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        "type": "Australasian Equities",
        "country": "NZ",
        "weightPct": 8.58
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      {
        "asset": "Auckland International Airport",
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        "type": "Australasian Equities",
        "country": "NZ",
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        "weightPct": 7.9
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        "type": "Australasian Equities",
        "country": "NZ",
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        "asset": "Spark New Zealand Limited (NZ Registered)",
        "assetClass": "Shares",
        "type": "Australasian Equities",
        "country": "NZ",
        "weightPct": 6.53
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      {
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        "assetClass": "Shares",
        "type": "Australasian Equities",
        "country": "NZ",
        "weightPct": 5.82
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        "asset": "Westpac Banking Corporation (NZ Register)",
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        "type": "Australasian Equities",
        "country": "NZ",
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        "asset": "The a2 Milk Company Ltd",
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        "type": "Australasian Equities",
        "country": "NZ",
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        "asset": "Fonterra Shareholders' Fund",
        "assetClass": "Shares",
        "type": "Australasian Equities",
        "country": "NZ",
        "weightPct": 4.36
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    ],
    "fundStartDate": "11 April 2022",
    "minimumInvestmentNzd": 1,
    "documents": [
      {
        "label": "KERNEL NZ 50 ESG TILTED FUND (FND37629) Full portfolio holdings 31 March 2026.xlsx Download the full portfolio holdings. XLSX, 0.48 KB",
        "href": "https://smartinvestor.sorted.org.nz/disclose-document/full-portfolio/FND37629/KERNEL-NZ-50-ESG-TILTED-FUND-FND37629-Full-portfolio-holdings-31-March-2026.xlsx"
      },
      {
        "label": "Kernel Kiwi Saver PDS Equities August 2025.pdf How this investment works, including about the provider, risks, costs and potential returns PDF, 399.30 KB",
        "href": "https://smartinvestor.sorted.org.nz/disclose-document/mdocba0ccca38cbf5cb6e138d2800243396/Kernel-Kiwi-Saver-PDS-Equities-August-2025.pdf"
      },
      {
        "label": "NZ 50 ESG FU KS Kiwi Saver Update Mar 2026.pdf The quarterly update published by the provider PDF, 228.43 KB",
        "href": "https://smartinvestor.sorted.org.nz/disclose-document/ad0c34257a01fb52/NZ-50-ESG-FU-KS----Kiwi-Saver-Update---Mar-2026.pdf"
      },
      {
        "label": "Kernel Kiwi Saver PDS Diversified August 2025.pdf Additional product disclosure statement from the provider PDF, 415.69 KB",
        "href": "https://smartinvestor.sorted.org.nz/disclose-document/mdo7aaac04bca7f1ba7872251173f52f4f7/Kernel-Kiwi-Saver-PDS-Diversified-August-2025.pdf"
      },
      {
        "label": "ESG Policy March 2023.pdf ESG Policy PDF, 1.92 MB",
        "href": "https://smartinvestor.sorted.org.nz/disclose-document/mdofc9eb0568efc05d2e549e5b36624608b/ESG-Policy-March-2023.pdf"
      },
      {
        "label": "Kernel Kiwi Saver OMI August 2025.pdf Other Material Information PDF, 271.27 KB",
        "href": "https://smartinvestor.sorted.org.nz/disclose-document/mdo0e0ab3860b2143c3621b92dac666870c/Kernel-Kiwi-Saver-OMI-August-2025.pdf"
      },
      {
        "label": "Kernel Kiwi Saver SIPO September 2025.pdf Statement of investment policy and objectives PDF, 482.21 KB",
        "href": "https://smartinvestor.sorted.org.nz/disclose-document/mdo5a48354052d7caf0d9372a4e0728087d/Kernel-Kiwi-Saver-SIPO-September-2025.pdf"
      }
    ]
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  "sources": {
    "fmaDisclose": "https://disclose-register.companiesoffice.govt.nz/search?searchType=ALL&q=Kernel%20NZ%2050%20ESG%20Tilted%20Fund",
    "sortedSmartInvestor": "https://smartinvestor.sorted.org.nz/kiwisaver-and-managed-funds/SCH13288/OFR13322/FND37629/",
    "productDisclosureStatement": "/disclose-document/mdocba0ccca38cbf5cb6e138d2800243396/Kernel-Kiwi-Saver-PDS-Equities-August-2025.pdf"
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  "licence": {
    "reuse": "Citation with link-back to canonicalUrl required. No paid redistribution.",
    "contact": "hello@managedfunds.nz"
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}