Skip to main content
ManagedFunds.nz

FMA-registered Managed Investment Scheme

Scheme SCH13288

Scheme number: SCH13288

Funds tracked
15
Brand manager
Kernel
Legal issuer
Kernel Wealth Limited
FMA Disclose register · SCH13288 OFR13322

Diversified Funds

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

2 funds
Kernel Balanced Fund
PIE · capped at PIR (max 28%) balanced
Kernel High Growth Fund
PIE · capped at PIR (max 28%) aggressive

Australasian Equities

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

3 funds
Kernel NZ 20 Fund
PIE · capped at PIR (max 28%) growth
Kernel NZ 50 ESG Tilted Fund
PIE · capped at PIR (max 28%) Responsible / ethical growth
Kernel NZ Small & Mid Cap Opportunities Fund
PIE · capped at PIR (max 28%) growth

International Equities

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

7 funds
Kernel Emerging Markets Fund
PIE · capped at PIR (max 28%) growth
Kernel Global ESG Fund
PIE · capped at PIR (max 28%) Responsible / ethical growth
Kernel S&P 500 (NZD Hedged) Fund
PIE · capped at PIR (max 28%) NZD hedged growth
Kernel S&P 500 (Unhedged) Fund
PIE · capped at PIR (max 28%) growth
Kernel S&P Global Clean Energy Fund
PIE · capped at PIR (max 28%) Responsible / ethical Thematic aggressive
Kernel S&P Global Dividend Aristocrats Fund
PIE · capped at PIR (max 28%) Thematic growth
Kernel World ex-US Fund
PIE · capped at PIR (max 28%) growth

New Zealand Fixed Interest

NZ government and corporate bonds.

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

International Fixed Interest

Global aggregate, corporate and sovereign bonds.

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

Cash and Cash Equivalents

On-call and short-duration cash funds.

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

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.

AI & integrations

Use this scheme inside the tools you already use

Every scheme on ManagedFundsNZ ships in three formats so AI assistants and data tools can consume it without scraping: a canonical HTML page, a plain Markdown twin, and a 1-call MCP server. Citation back to the canonical URL is required; full reuse policy at /llms-policy.txt.

MCP server →