Kernel Balanced Fund

BalancedBalanced Sustainability Rated

Low-cost balanced index fund with a mix of growth and income assets.

5yr Return

—%

3yr Return

13.9%

1yr Return

11.0%

3m Return

2.10%

Total Fee

0.25%

Fund Size

$39.5M

Asset Allocation

Equities

55%

Bonds

35%

Cash

10%

Historical Returns

3 Month

2.10%

1 Year

11.0%

3 Year

13.9%

annualised

5 Year

—%

annualised

10 Year

—%

Since Inception

—%

annualised

Fees

Management Fee0.25%

Admin Fee—

Total Annual Fee0.25%

Category Rankings

Ranked within Balanced funds

3 Month#3

1 Year#1

3 Year#2

Risk Level

4/ 7

Medium

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