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Kernel Global ESG Fund Performance Update

Fund Overview

This update from Kernel Wealth Limited details the performance of the Kernel Global ESG Fund for the quarter ending 30 June 2025. The fund's objective is to closely track the S&P World Net Zero 2050 Paris-Aligned ESG ex non-pharma Animal Testing (NZD) Index.

Performance & Risks

In the past year, the fund delivered a 16.20% annual return after charges and tax, compared to the market index return of 18.30%. The fund's risk indicator is rated 4 out of 7, suggesting a moderate to high risk level.

Top investments include leading global companies such as Nvidia, Microsoft, and Apple Inc.

Fees & Charges

Total fund charges are maintained at 0.25% per annum of the fund's net asset value, covering management and administration.

Further Information

For comprehensive details, including the Product Disclosure Statement, please visit the offer register at disclose-register.companiesoffice.govt.nz.

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