Strategic High Growth
1 year returns
18.03%
Fees
1.10%
Initially invests exclusively in the JP Morgan Enhanced Equity Fund, known for its strong research capabilities and historical performance, with a 5% allocation to New Zealand fixed interest. As the fund grows, it will diversify into a broader range of assets to capitalize on global trends and market opportunities.
Unlike other Kōura Funds, this fund will be actively managed.
NZ Equities
5 years returns
-0.69%
Fees
0.63%
Invests in the NZ stock market. Providing investors access to a broad range of successful local companies. It aims to replicate the performance of the NZ share market, offering a direct investment into the growth of New Zealand's economy.
US Equities
5 years returns
13.61%
Fees
0.63%
Invests in the US stock market. Providing investors access to a variety of well-known global brands and medium to large-cap US businesses. It aims to leverage the dynamic and robust nature of the US economy. With the US market making up more than 60% of global equity markets, it can form a significant component of a diversified growth portfolio.
Emerging Markets
5 years returns
11.81%
Fees
0.63%
Invests in stock markets across Eastern Europe, Middle East, South America, Africa and Asia. Provides investors potential for long-term capital growth through exposure to some of the worlds fastest-growing economies.
Rest of World
5 years returns
10.15%
Fees
0.63%
Invests in stock markets across Europe, Australasia, and Asia. Providing investors access to a broad spectrum of international equities, facilitating exposure to dynamic economies and diverse market sectors.
Strategic High Growth
1 year returns
18.03%
Fees
1.10%
Initially invests exclusively in the JP Morgan Enhanced Equity Fund, known for its strong research capabilities and historical performance, with a 5% allocation to New Zealand fixed interest. As the fund grows, it will diversify into a broader range of assets to capitalize on global trends and market opportunities.
Unlike other Kōura Funds, this fund will be actively managed.
NZ Equities
5 years returns
-0.69%
Fees
0.63%
Invests in the NZ stock market. Providing investors access to a broad range of successful local companies. It aims to replicate the performance of the NZ share market, offering a direct investment into the growth of New Zealand's economy.
US Equities
5 years returns
13.61%
Fees
0.63%
Invests in the US stock market. Providing investors access to a variety of well-known global brands and medium to large-cap US businesses. It aims to leverage the dynamic and robust nature of the US economy. With the US market making up more than 60% of global equity markets, it can form a significant component of a diversified growth portfolio.
Emerging Markets
5 years returns
11.81%
Fees
0.63%
Invests in stock markets across Eastern Europe, Middle East, South America, Africa and Asia. Provides investors potential for long-term capital growth through exposure to some of the worlds fastest-growing economies.
Rest of World
5 years returns
10.15%
Fees
0.63%
Invests in stock markets across Europe, Australasia, and Asia. Providing investors access to a broad spectrum of international equities, facilitating exposure to dynamic economies and diverse market sectors.