Koura Wealth Limited
Bitcoin Fund
Koura KiwiSaver SchemeAggressive
What the provider says about this fund
The Fund will invest in underlying Funds that will invest directly in Bitcoin.
1-year return
-19.79%
5-year return p.a.
5.59%
Total annual fee
1.20%
Fund size ($m)
10.8
Members
4,106
Inception date
23 May 2022
Risk indicator
The official Smart Investor risk indicator uses a scale from 1 to 7.
1
2
3
4
5
6
7
Lower riskHigher risk
Investment mix
Growth assets
99.45%
Income assets
0.55%
| Asset class | Actual | Target | Average for Aggressive funds |
|---|---|---|---|
| Cash and equivalents | 0.55% | 1.00% | 1.31% |
Top 10 holdings
| Rank | Asset | Asset class | Asset type | Country | % of fund |
|---|---|---|---|---|---|
| 1 | Fidelity Wise Origin Bitcoin Fund | Other | Other | US | 92.42% |
| 2 | IShares Bitcoin Trust | Other | Other | US | 7.03% |
| 3 | BNZ NZD Account | Cash | Cash and Cash Equivalents | NZ | 0.32% |
| 4 | BNZ USD Account | Cash | Cash and Cash Equivalents | NZ | 0.23% |
Fees
1.20% total annual fee
| Fee type | Fee | Cost per year on a $30,000 balance | Average for Aggressive funds |
|---|---|---|---|
| Management fees | 0.85% | $255 | 0.71% |
| Other fees | 0.25% | $75 | 0.08% |
| Membership fees | 0.10% | $30 | 0.05% |
| Total combined fees | 1.20% | $360 | 0.85% |
Yearly returns
| Year ending | Fund return | Average for Aggressive funds |
|---|---|---|
| 31 March 2024 | 147.06% | 16.43% |
| 31 March 2025 | 19.31% | 4.58% |
| 31 March 2026 | -19.79% | 12.72% |
Key personnel
| Name | Position | Time in role |
|---|---|---|
| David Moore | Investment Committee Member | 6 years, 11 months |
| Nigel Scott | Director, Investment Committee Member | 5 years, 4 months |
| Rupert Carlyon | Managing Director , Investment Committee Member | 7 years, 7 months |
| Warren Couillault | Chairman, Investment Committee Member | 6 years, 11 months |