Kernel S&P Global Dividend Aristocrats Fund
Kernel S&P Global Dividend Aristocrats Fund is an aggressive KiwiSaver fund managed by Kernel. It has 336 members and holds $5 million. It opened in 2022.
Fees and returns
- Annual fee
- 0.25% of your balance each year
- Return over 1 year
- +13.8% a year
- Return over 3 years
- +14.9% a year
Figures are after fees and tax, as at Q3 2026, sourced from the FMA Disclose Register.
What it invests in
International equities 98%.
Largest holdings
- Verizon Communications Inc 2.29%
- Getty Realty Corp 2.01%
- Pfizer Inc 1.98%
Year by year
| Financial year | Return |
|---|---|
| 2025/26 | +13.8% |
| 2024/25 | +16.3% |
| 2023/24 | +14.5% |
About this fund
The Kernel S&P Global Dividend Aristocrats Fund is a passively managed global shares fund that tracks the S&P Developed Ex-Korea Dividend Aristocrats Quality Income Index, selecting companies with a record of maintaining or increasing dividends over at least ten years. The dividend screen changes its sector and company mix relative to a plain global index. It carries an annual fund charge of 0.25%.