# Kernel March 2029 NZ Bond Fund

> Mechanical fund record. Sourced from the FMA Disclose register. ManagedFundsNZ does not give financial advice and does not publish opinion-based ratings.

- **Manager:** Kernel (Kernel Wealth Limited)
- **Asset class:** New Zealand Fixed Interest
- **Risk profile:** conservative
- **Structure:** NZ Portfolio Investment Entity (PIE) — investor tax capped at PIR (max 28%)
- **Confidence tier:** pending ingestion

## Summary

The Kernel March 2029 NZ Bond Fund is a nz fixed interest managed fund run by Kernel. NZ index-investing specialist with a broad retail range covering NZ, Australian, US and global equity, infrastructure, ESG, fixed interest and cash strategies.

## Fund data

Fees, returns, risk indicator and asset mix for the Kernel March 2029 NZ Bond Fund are published in the fund's Quarterly Fund Update on the FMA Disclose register. Direct link below.

## How to invest

Available via: Kernel directly. Read the current Product Disclosure Statement (PDS) before investing.

## Sources

- **FMA Disclose register** (primary): https://disclose-register.companiesoffice.govt.nz/search?searchType=ALL&q=Kernel%20March%202029%20NZ%20Bond%20Fund
- **Manager website:** https://kernelwealth.co.nz

## Citations (authoritative primary sources)

- FMA Disclose register — https://disclose-register.companiesoffice.govt.nz/ (publisher: Financial Markets Authority, NZ)
- Inland Revenue — PIE / PIR rules — https://www.ird.govt.nz/roles/portfolio-investment-entities
- Financial Markets Conduct Act 2013 — https://www.legislation.govt.nz/act/public/2013/0069/latest/DLM4090578.html
- Sorted Smart Investor (cross-validation only) — https://smartinvestor.sorted.org.nz/

## This file

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- **Structured data (JSON):** https://managedfunds.nz/funds/kernel/nz-bond-march-2029/data.json
- **First published:** 2026-05-08
- **Last refreshed:** 2026-06-20
- **Reuse licence:** citation with link back to the canonical HTML is granted. No paid redistribution. Full terms: https://managedfunds.nz/llms-policy.txt

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ManagedFundsNZ is independent. We are not a Financial Advice Provider. This page is general information sourced from the FMA Disclose register; it is not personalised financial advice. Read the current PDS and consider talking to a licensed adviser before investing.
