NZ Equities Fund

Provides investors exposure to the New Zealand share market
3 years returns1
-1.16%
Fees2
0.63%
Risk
5/7

Fund Overview

Invests in underlying funds that will attempt to replicate the performance of the New Zealand Stock market by investing in a range of New Zealand shares.

Top Fund Holdings

Company Industry % Of Fund
FISHER & PAYKEL HEALTHCARE LTD Health Care Equipment & Suppli 8.39%
MERIDIAN ENERGY LIMITED 7.71%
CONTACT ENERGY LTD Electric Utilities 7.71%
MAINFREIGHT LTD Air Freight & Logistics 7.23%
INFRATIL LTD Transportation Infrastructure 7.13%
AUCKLAND INTERNATIONAL AIRPORT LTD Transportation Infrastructure 6.98%
SPARK NEW ZEALAND LTD Diversified Telecommunication 6.45%
A2 MILK COMPANY LTD Food Products 6.44%
EBOS GROUP LTD Health Care Equipment & Suppli 6.38%
MERCURY NZ LIMITED 5.71%

Fund Unit Price

Returns

Fund returns as at May 31, 2024
2.04%
since inception
-1.16%
1 year
1.78%
2 years
-1.16%
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: 5/7

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

Core Growth Funds
US Equities Fund
3 years returns1,4
10.49%
Fees2
0.63%
Risk
6/7

Provides exposure to the US stock market

Core Growth Funds
Emerging Markets Fund
3 years returns1,4
-0.84%
Fees2
0.63%
Risk
6/7

Provide investors exposure to emerging markets including Eastern Europe, the Middle East, South America, Africa and Asia including China

1. Fund returns as at May 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.