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Strategic High Growth Fund

The fund aims to deliver returns equal to or better than global stock markets. Initially, it will invest 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.

since inception
3 months
6 months
1 year

Fund Performance

Unit Price

Top Holdings

Top Holdings as at Aug 31, 2026

NVIDIA CORP

NVIDIA CORP

Information Technology

WEIGHTING
6.02%
TICKER
NVDA

APPLE INC

APPLE INC

Information Technology

WEIGHTING
4.92%
TICKER
AAPL

MICROSOFT CORP

MICROSOFT CORP

Information Technology

WEIGHTING
4.16%
TICKER
MSFT

AMAZON.COM INC

AMAZON.COM INC

Consumer Discretionary

WEIGHTING
2.99%
TICKER
AMZN

ALPHABET INC-CL A

ALPHABET INC-CL A

Communication

WEIGHTING
2.17%
TICKER
GOOGL

BROADCOM INC

BROADCOM INC

Information Technology

WEIGHTING
1.90%
TICKER
AVGO

ALPHABET INC-CL C

ALPHABET INC-CL C

Communication

WEIGHTING
1.71%
TICKER
GOOG

META PLATFORMS INC-CLASS A

META PLATFORMS INC-CLASS A

Communication

WEIGHTING
1.56%
TICKER
META

MICRON TECHNOLOGY INC

MICRON TECHNOLOGY INC

Information Technology

WEIGHTING
1.35%
TICKER
MU

TESLA INC

TESLA INC

Consumer Discretionary

WEIGHTING
0.96%
TICKER
TSLA