Kernel NZ 50 Esg Tilted Fund
Kernel NZ 50 Esg Tilted Fund is an aggressive KiwiSaver fund managed by Kernel. It has 138 members and holds $1 million. It opened in 2022.
Fees and returns
- Annual fee
- 0.25% of your balance each year
- Return over 1 year
- +5.0% a year
- Return over 3 years
- +4.0% a year
Figures are after fees and tax, as at Q3 2026, sourced from the FMA Disclose Register.
What it invests in
Australasian equities 100%.
Largest holdings
- Fisher & Paykel Healthcare Corp Ltd 10.46%
- Fletcher Building Ltd (NZ Registry) 8.58%
- Auckland International Airport 7.95%
Year by year
| Financial year | Return |
|---|---|
| 2025/26 | +5.0% |
| 2024/25 | +2.5% |
| 2023/24 | +4.5% |
About this fund
The Kernel NZ 50 ESG Tilted Fund is a passively managed New Zealand shares fund that tracks the S&P/NZX 50 Portfolio ESG Tilted Index, excluding companies in certain industries and re-weighting the rest up or down on non-financial metrics such as governance, fossil-fuel exposure and workplace diversity. The ESG tilt makes it different from a plain NZX 50 tracker. It carries an annual fund charge of 0.25%.