Investment Strategies

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INVESTMENT STRATEGIES

Investment Strategies

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How It Works

Our Funds

Specialty Funds

kōura Investment Strategies

Aggressive Strategy

2 Year Returns1
10.94%
3 Year Returns1
7.59%
Fees2
0.63%
Aggressive Strategy Funds
NZ Equities Fund
19%
US Equities Fund
48.6%
Emerging Markets Fund
8.4%
Rest of the World Fund
19%
Fixed Interest Fund
5%
Learn more

Growth Strategy

2 Year Returns1
9.64%
3 Year Returns1
6.38%
Fees2
0.63%
Growth Strategy Funds
NZ Equities Fund
16%
US Equities Fund
41%
Emerging Markets Fund
7%
Rest of the World Fund
16%
Fixed Interest Fund
20%
Learn more

Balanced Strategy

2 Year Returns1
7.88%
3 Year Returns1
4.74%
Fees2
0.63%
Balanced Strategy Funds
NZ Equities Fund
12%
US Equities Fund
30.7%
Emerging Markets Fund
5.3%
Rest of the World Fund
12%
Fixed Interest Fund
40%
Learn more

Conservative Strategy

2 Year Returns1
4.82%
3 Year Returns1
1.88%
Fees2
0.63%
Conservative Strategy Funds
NZ Equities Fund
5%
US Equities Fund
12.8%
Emerging Markets Fund
2.2%
Rest of the World Fund
5%
Fixed Interest Fund
75%
Learn more
1. Fund returns as at Mar 31, 2024 and are calculated after fees and before tax, returns over 1 year are annualised.
2. Excludes $30 annual fund administration fee and 0.3% facilitator fee for clients who use the services of a facilitator.
3. Past performance is not necessarily an indicator of future performance and return periods may differ.
4. Inception date for Core Funds was 23 October 2019, Inception date for Specialty Funds was 23 May 2022.
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