Koura Wealth Limited

Strategic High Growth Fund

Koura KiwiSaver SchemeAggressive

What the provider says about this fund

The Fund invests in a range of assets to take advantage of both global and domestic investment opportunities. Its asset allocation is similar to a traditional aggressive fund.

1-year return

13.67%

5-year return p.a.

5.59%

Total annual fee

1.20%

Fund size ($m)

24.4

Members

2,808

Inception date

9 December 2024

Risk indicator

The official Smart Investor risk indicator uses a scale from 1 to 7.

Lower riskHigher risk

Investment mix

Growth assets

97.85%

Income assets

2.15%

Asset class	Actual	Target	Average for Aggressive funds
Australasian shares	0.00%	15.00%	28.28%
Cash and equivalents	0.93%	1.00%	1.31%
International shares	97.85%	80.00%	59.89%
New Zealand bonds	1.22%	4.00%	0.17%

Top 10 holdings

Rank	Asset	Asset class	Asset type	Country	% of fund
1	JPMorgan Global REI Equity Active UCITS ETF	Shares	International Equities	GB	97.83%
2	MERINZ 5.4% 21/03/2030	Bonds	New Zealand Fixed Interest	NZ	1.18%
3	BNZ NZD Account	Cash	Cash and Cash Equivalents	NZ	0.90%
4	IFTNZ 3.6% 15/12/2027	Bonds	New Zealand Fixed Interest	NZ	0.04%
5	BNZ USD Account	Cash	Cash and Cash Equivalents	NZ	0.03%
6	JPMorgan Global Select Equity ETF	Shares	International Equities	US	0.02%

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 2026	13.67%	12.72%

Documents

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