US Equities Fund

Provides exposure to the US stock market

3 years returns1
12.80%
Fees2
0.63%
Risk
6/7

Fund Overview

Invests in underlying funds that will attempt to replicate the performance of the US Stock market.

Top Fund Holdings

Company Industry % Of Fund
NVIDIA CORP Information Technology 11.99%
BROADCOM INC Information Technology 3.17%
VISA INC CLASS A Financials 2.37%
MASTERCARD INC CLASS A Financials 2.17%
HOME DEPOT INC Consumer Discretionary 2.05%
ADVANCED MICRO DEVICES INC Information Technology 1.57%
ADOBE INC Information Technology 1.23%
LINDE PLC Materials 1.21%
QUALCOMM INC Information Technology 1.02%
CATERPILLAR INC Industrials 1.00%

Fund Unit Price

Returns

Fund returns as at Mar 31, 2024
13.99%
since inception
39.29%
1 year
16.25%
2 years
12.80%
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

Core Growth Funds
NZ Equities Fund
3 years returns1,4
-1.03%
Fees2
0.63%
Risk
5/7

Provides investors exposure to the New Zealand share market

Core Growth Funds
Emerging Markets Fund
3 years returns1,4
-0.40%
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 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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