Emerging Markets Fund

Provide investors exposure to emerging markets including Eastern Europe, the Middle East, South America, Africa and Asia including China
3 years returns1
-0.16%
Fees2
0.63%
Risk
6/7

Fund Overview

Invests in underlying funds that will attempt to replicate the performance of Emerging Markets. Specific markets that the fund will invest in include the Eastern Europe, Middle East, South America, Africa and Asia including China.

Top Fund Holdings

Company Industry % Of Fund
TAIWAN SEMICONDUCTOR MANUFACTURING Information Technology 5.10%
ALIBABA GROUP HOLDING LTD Consumer Discretionary 4.51%
INFOSYS LTD Information Technology 1.76%
SK HYNIX INC Information Technology 1.71%
HDFC BANK LTD Financials 1.65%
CHINA CONSTRUCTION BANK CORP H Financials 1.65%
MEITUAN Consumer Discretionary 1.51%
MEDIATEK INC Information Technology 1.45%
AL RAJHI BANK Financials 1.30%
TATA CONSULTANCY SERVICES LTD Information Technology 1.19%

Fund Unit Price

Returns

Fund returns as at Dec 31, 2023
2.72%
since inception
5.49%
1 year
-4.26%
2 years
-0.16%
3 years
1. Performance is calculated after fees and before tax. Fund performance figures have been annualised where the performance period is more than one year. The Koura Wealth Funds inception date is 23rd October 2019. Performance returns are shown in New Zealand Dollars. Please note that past performance is not necessarily indicative of future returns. Returns can be positive or negative, and returns over different time periods may vary. No returns are promised or guaranteed.
2. Further information on our funds can be found in the kōura KiwiSaver Scheme PDS available in the document section on this website and in the fund updates
3. Underlying fund costs excludes $30 annual administration fee

Risk Level: 6/7

A growth fund is a higher risk, higher return fund invested in shares and other equities. These funds are intended to provide good long term growth, but may experience periods of significant volatility.

Lower Risk
1 2 3 4 5 6 7
Higher Risk

Similar Funds

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-3.43%
Fees2
0.63%
Risk
5/7

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9.83%
Fees2
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1. Fund returns as at Dec 31, 2023 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.