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ManagedFunds.nz

FMA-registered Managed Investment Scheme

Kernel Funds

Scheme number: SCH12697

Funds tracked
6
Brand manager
Kernel
Legal issuer
Kernel Wealth Limited
FMA Disclose register · SCH12697 OFR12698 — Kernel Funds

Diversified Funds

Aggressive, growth, balanced and conservative one-stop funds.

1 fund
Kernel Conservative Fund
PIE · capped at PIR (max 28%) conservative

Australasian Equities

NZ and Trans-Tasman shares — active, index and ETF wrappers.

1 fund
Kernel Australia 100 Fund
PIE · capped at PIR (max 28%) growth

International Equities

Global, US, Europe, Asia, emerging markets and thematic.

2 funds
Kernel S&P Global 100 Fund
PIE · capped at PIR (max 28%) growth
Kernel S&P Global 100 (NZD Hedged) Fund
PIE · capped at PIR (max 28%) NZD hedged growth

Listed Property

NZ, Australian and global REITs.

1 fund
Kernel NZ Commercial Property Fund
PIE · capped at PIR (max 28%) balanced

Other

Infrastructure, Bitcoin and specialty income funds.

1 fund
Kernel Global Infrastructure Fund
PIE · capped at PIR (max 28%) Thematic balanced

About this scheme

  • A Managed Investment Scheme (MIS) is the legal vehicle defined under the Financial Markets Conduct Act 2013. Every NZ retail managed fund operates as part of a registered MIS.
  • The scheme is overseen by a licensed Supervisor (independent entity holding scheme assets in trust) and managed by the Manager (charging fees and making investment decisions).
  • The FMA Disclose register holds the scheme's PDS, SIPO, OMI, Quarterly Fund Updates and full-portfolio holdings disclosures — link above.
  • See the glossary entry for MIS for the full definition.

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