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.
Returns
-7.81%
Fees
1.10%
Fund Performance
Top Holdings
MICROSOFT CORP
Information Technology
MICROSOFT CORP
Information Technology
NVIDIA CORP
Information Technology
NVIDIA CORP
Information Technology
APPLE INC
Information Technology
APPLE INC
Information Technology
AMAZON COM INC
Consumer Discretionary
AMAZON COM INC
Consumer Discretionary
META PLATFORMS INC CLASS A
Communication
META PLATFORMS INC CLASS A
Communication
ALPHABET INC CLASS A
Communication
ALPHABET INC CLASS A
Communication
BROADCOM INC
Information Technology
BROADCOM INC
Information Technology
VISA INC CLASS A
Financials
VISA INC CLASS A
Financials
TESLA INC
Automobiles
TESLA INC
Automobiles
MASTERCARD INC CLASS A
Communication
MASTERCARD INC CLASS A
Communication