Fund returns as at May 31, 2022
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