# Quarterly Fund Update — koura (2026-Q1)

> KiwiSaver scheme **koura** — Quarterly Fund Update filing covering period ending **2026-03-31**.
> Source: filed with FMA Disclose register. Canonical: https://fundcompare.co.nz/filings/qfu/koura/2026-q1

## Funds covered

| Fund | Fees (1y) | 1y return | 3y return | 5y avg return | AUM (NZD) | Members | Growth assets |
|------|-----------|-----------|-----------|---------------|-----------|---------|---------------|
| Us Equities Fund | 0.73% | — | — | 11.59% | NZD $155,238,237 | 8,376 | 99.7% |
| Clean Energy Fund | 1.20% | — | — | — | NZD $3,570,202 | 2,348 | 98.8% |
| Growth Strategy | 1.12% | 11.87% | — | — | NZD $542,074 | 12 | 82.2% |
| Strategic High Growth Fund | 1.20% | 13.67% | — | — | NZD $24,375,046 | 2,808 | 97.8% |
| Conservative Strategy | 0.85% | 5.22% | — | — | — | — | 25.4% |
| Balanced Strategy | 1.03% | 9.44% | — | — | NZD $121,938 | 44 | 61.6% |
| New Zealand Equities Fund | 0.73% | — | — | -0.36% | NZD $50,551,671 | 7,467 | 98.7% |
| Nz Property Fund | 1.20% | — | — | — | NZD $2,835,733 | 2,523 | 99.4% |
| Rest Of World Equities Fund | 0.73% | — | — | 7.97% | NZD $54,214,991 | 7,923 | 99.8% |
| Bitcoin Fund | 1.20% | — | — | — | NZD $10,752,650 | 4,106 | 99.5% |
| New Zealand Fixed Interest Fund | 0.73% | 2.42% | — | 1.43% | NZD $62,609,035 | 7,203 | 0.0% |
| Emerging Markets Equities Fund | 0.73% | — | — | 6.77% | NZD $33,289,646 | 7,888 | 99.2% |
| New Zealand Cash Fund | 0.73% | 1.74% | — | 2.20% | NZD $8,340,181 | 763 | 0.0% |

_Returns are after fees and tax at PIR 28%, sourced from the QFU PDF as filed with FMA Disclose._

## Source documents

- **Scheme-wide PDF**
  - Original PDF: https://storage.pardot.com/1037333/1776654300a9lpM9fQ/K__ura_Fixed_Interest_Fund___Fund_Update___31_March_2026_.pdf
  - SHA-256: `c3120d83b18a3855…`
  - Ingested: 2026-05-15
- **Fund: balanced**
  - Original PDF: https://storage.pardot.com/1037333/1776653656dIvic8qW/K__ura_Balanced_Strategy___Fund_Update___31_March_2026_.pdf
  - SHA-256: `5a7ec0bd50ac4c8d…`
  - Ingested: 2026-05-15
- **Fund: cash**
  - Original PDF: https://storage.pardot.com/1037333/1776654503HcdUVZPV/K__ura_Cash_Fund___Fund_Update___31_March_2026_.pdf
  - SHA-256: `359dd6dd15b44c36…`
  - Ingested: 2026-05-15
- **Fund: conservative**
  - Original PDF: https://storage.pardot.com/1037333/17766538190Hl4vzkS/K__ura_Conservative_Strategy___Fund_Update___31_March_2026_.pdf
  - SHA-256: `94501d345aa86f6c…`
  - Ingested: 2026-05-15
- **Fund: growth**
  - Original PDF: https://storage.pardot.com/1037333/1776653536DHeyBfWH/K__ura_Growth_Strategy___Fund_Update___31_March_2026_.pdf
  - SHA-256: `3fdb28b87069a8e1…`
  - Ingested: 2026-05-15
- **Fund: high-growth**
  - Original PDF: https://storage.pardot.com/1037333/17766558455Q3DKOU3/K__ura_Strategic_High_Growth_Fund___Fund_Update___31_March_2026_.pdf
  - SHA-256: `b3a38cbbb2850423…`
  - Ingested: 2026-05-15

## Data sources

- FMA Disclose register — https://disclose-register.companiesoffice.govt.nz/
- IRD KiwiSaver — https://www.ird.govt.nz/kiwisaver
- Sorted Fund Finder — https://fundfinder.sorted.org.nz/

## Machine-readable surface

- Facts JSON: https://fundcompare.co.nz/api/qfu/koura/2026-q1/facts.json
- Crawlable HTML: https://fundcompare.co.nz/filings/qfu/koura/2026-q1

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This is an informational summary published by FundCompare NZ (https://fundcompare.co.nz) using publicly available data from the FMA Disclose register, IRD KiwiSaver, and Sorted Fund Finder. It does not constitute financial advice. FundCompare NZ is not a licensed Financial Advice Provider. Past performance is not indicative of future results — read each scheme's Product Disclosure Statement and consult a licensed financial adviser before making any decision. KiwiSaver® is a registered trademark of Inland Revenue.