Investment Strategies

Investment Strategies

+

kōura Investment Strategies

Aggressive Strategy

2 Year Returns1
10.96%
3 Year Returns1
5.49%
Fees2
0.63%
Aggressive Strategy Funds

Growth Strategy

2 Year Returns1
9.7%
3 Year Returns1
4.53%
Fees2
0.63%
Growth Strategy Funds

Balanced Strategy

2 Year Returns1
7.99%
3 Year Returns1
3.24%
Fees2
0.63%
Balanced Strategy Funds

Conservative Strategy

2 Year Returns1
5.02%
3 Year Returns1
1%
Fees2
0.63%
Conservative Strategy Funds
1. Fund returns as at Apr 30, 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.
In order for us to design your portfolio, we need to know a few of your details.
My name is .
I am years old.
My KiwiSaver balance is and my annual pre tax income is
I contribute of my income to KiwiSaver.
I make an annual voluntary contribution. of .
Kia Ora ,
Before we take you back to your kōura portfolio,
for security purposes please confirm some of your details:
Your age:
Your annual income:
Your current KiwiSaver balance:

Oops sorry ,
the details you’ve entered are different to the first time you filled out the kōura calculator.
For security reasons that means you’ll either have to re-enter all of your details in the advice calculator again...
OR simply click the big button in your latest email from us which will return to your portfolio.

Cheers! Kōura

get started

Got a Question?

Visit Our Help Centre