Core Growth Funds

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.

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.

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. This should always be the majority share of your growth portfolio with the US market making up over 60% of the global equity markets. 

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.  

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.