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Our Funds
Our Funds
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OUR FUNDS
What can you invest in?
kōura offers investors six different funds, which we combine to develop your personalised portfolio. All our funds are passive, meaning you can invest in thousands of underlying companies and securities.
Our passive strategy means that you are investing in the broader markets, you are not relying on kōura to pick individual stocks for you. Your investment will move in line with the market that your fund has been designed to track.
kōura invests all of its international funds exclusively into passive funds managed by the world’s largest fund managers.
kōura invests its Fixed Income and NZ Equities funds directly with the assistance of our strategic partner Hobson Wealth partners. Hobson Wealth Partners is one of New Zealand’s largest wealth managers and trusted by thousands of clients. So a great partner for kōura.Our Equities Funds
NZ Equities FundInvests in financial products to provide investors an exposure to the New Zealand share market.
HISTORICAL RETURNS FOR THIS FUND (PER ANNUM)
1 YEAR
3 YEAR
5 YEAR
10 YEAR
COST
7.9%
14.6%
16.1%
15.2%
0.63%
US Equities FundInvests in financial products to provide investors an exposure to the US stock market.
HISTORICAL RETURNS FOR THIS FUND (PER ANNUM)
1 YEAR
3 YEAR
5 YEAR
10 YEAR
COST
12.4%
12.5%
11.9%
14.9%
0.63%
Emerging Markets Equities FundInvests in financial products to provide investors an exposure to emerging markets including Eastern Europe, the Middle East, South America, Africa and Asia including China
HISTORICAL RETURNS FOR THIS FUND (PER ANNUM)
1 YEAR
3 YEAR
5 YEAR
10 YEAR
COST
6.5%
5.1%
7.0%
4.2%
0.63%
Rest of World Equities FundInvests in financial products to provide investors an exposure to the share markets of Europe, Australasia, Singapore, Hong Kong, Japan and Israel.
HISTORICAL RETURNS FOR THIS FUND (PER ANNUM)
1 YEAR
3 YEAR
5 YEAR
10 YEAR
COST
(3.9%)
(0.3%)
3.0%
5.2%
0.63%
Our Fixed Income Funds
Fixed Interest FundInvests in financial products to provide investors an exposure to the New Zealand corporate and government bond markets.
HISTORICAL RETURNS FOR THIS FUND (PER ANNUM)
1 YEAR
3 YEAR
5 YEAR
10 YEAR
COST
3.1%
4.9%
4.2%
4.7%
0.63%
Cash FundInvests in bank products, term deposits and short dated money market instruments to provide a high degree of liquidity to investors close to buying a house.
HISTORICAL RETURNS FOR THIS FUND (PER ANNUM)
1 YEAR
3 YEAR
5 YEAR
10 YEAR
COST
0.3%
1.0%
1.4%
n/a
0.63%
1. Further information on our funds can be found in the kōura KiwiSaver Scheme PDS available in the document section on this website
2. kōura funds have not been existence for full period shown. Returns shown here are pre tax returns of the underlying benchmarks less fees up until 24 October 2019 and then actual koura fund returns from 25 October 2019
3. Underlying fund costs excludes $30 annual administration feeIn order for us to design your portfolio, we need to know a few of your details.Learn more