# Quarterly Fund Update — Kōura (2026-Q2)

> KiwiSaver scheme provider **Kōura** — Quarterly Fund Update filing covering period ending **2026-06-30**.
> Source: filed with FMA Disclose register. Canonical: https://fundcompare.co.nz/filings/qfu/koura/2026-q2

## Funds covered

| Fund | Fees (1y) | 1y return | 3y return | 5y avg return | AUM (NZD) | Members | Growth assets |
|------|-----------|-----------|-----------|---------------|-----------|---------|---------------|
| New Zealand Cash Fund | — | 1.56% | — | 2.26% | — | 825 | — |
| Strategic High Growth Fund | — | 25.10% | — | — | — | 4,109 | 0.9% |
| Conservative Strategy | — | 8.50% | — | — | — | 3 | 6.8% |
| Balanced Strategy | — | 16.79% | — | — | — | 45 | 3.9% |
| Growth Strategy | — | 21.57% | — | — | — | 22 | 1.1% |

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

## Source documents

- **Fund: 25-bitcoin**
  - Original PDF: https://go.kourawealth.co.nz/December_25_Koura_Bitcoin_Fund_Update
  - SHA-256: `a5719637197539ae…`
  - Ingested: 2026-09-05
- **Fund: 25-clean-energy**
  - Original PDF: https://go.kourawealth.co.nz/December_25_Koura_Clean_Energy_Fund_Update
  - SHA-256: `144fcac34210313a…`
  - Ingested: 2026-09-05
- **Fund: 25-emerging-equities**
  - Original PDF: https://go.kourawealth.co.nz/December_25_Koura_Emerging_Markets_Equities_Fund_Update
  - SHA-256: `75acc35341a8b611…`
  - Ingested: 2026-09-05
- **Fund: 25-nz-equities**
  - Original PDF: https://go.kourawealth.co.nz/December_25_Koura_NZ_Equities_Fund_Update
  - SHA-256: `447a0a97e3f98ea6…`
  - Ingested: 2026-09-05
- **Fund: 25-nz-property**
  - Original PDF: https://go.kourawealth.co.nz/December_25_Koura_NZ_Property_Fund_Update
  - SHA-256: `406e179044444a5f…`
  - Ingested: 2026-09-05
- **Fund: 25-rest-of-world**
  - Original PDF: https://go.kourawealth.co.nz/December_25_Koura_Rest_Of_World_Fund_Update
  - SHA-256: `685d6046ece85cc3…`
  - Ingested: 2026-09-05
- **Fund: 25-us-equities**
  - Original PDF: https://go.kourawealth.co.nz/December_25_Koura_US_Equities_Fund_Update
  - SHA-256: `7e61856beafb82af…`
  - Ingested: 2026-09-05
- **Fund: balanced**
  - Original PDF: https://portal.kourawealth.co.nz/assets/PUBLIC/Website-Documents/Fund-Updates-2026-06/Koura-Balanced-Strategy-Fund-Update-30-June-2026-.pdf
  - SHA-256: `9431140aa4099fca…`
  - Ingested: 2026-09-05
- **Fund: bitcoin-30**
  - Original PDF: https://portal.kourawealth.co.nz/assets/PUBLIC/Website-Documents/Fund-Updates-2026-06/Koura-Bitcoin-Fund-Fund-Update-30-June-2026.pdf
  - SHA-256: `08ff11543fe0a040…`
  - Ingested: 2026-09-05
- **Fund: cash**
  - Original PDF: https://portal.kourawealth.co.nz/assets/PUBLIC/Website-Documents/Fund-Updates-2026-06/Koura-Cash-Fund-Fund-Update-30-June-2026.pdf
  - SHA-256: `d638b359cccfd137…`
  - Ingested: 2026-09-05
- **Fund: clean-energy-25**
  - Original PDF: https://go.kourawealth.co.nz/Koura_Clean_Energy_Fund_Update_Mar_25
  - SHA-256: `6a43c16c0f0d21ac…`
  - Ingested: 2026-09-05
- **Fund: clean-energy-30**
  - Original PDF: https://portal.kourawealth.co.nz/assets/PUBLIC/Website-Documents/Fund-Updates-2026-06/Koura-Clean-Energy-Fund-Fund-Update-30-June-2026.pdf
  - SHA-256: `76f7b8c30985aba7…`
  - Ingested: 2026-09-05
- **Fund: conservative**
  - Original PDF: https://portal.kourawealth.co.nz/assets/PUBLIC/Website-Documents/Fund-Updates-2026-06/Koura-Conservative-Strategy-Fund-Update-30-June-2026.pdf
  - SHA-256: `8e3f9599b927fada…`
  - Ingested: 2026-09-05
- **Fund: emerging-25**
  - Original PDF: https://go.kourawealth.co.nz/Koura_Emerging_Markets_Fund_Update_Mar_25
  - SHA-256: `9cffe166eb3696ad…`
  - Ingested: 2026-09-05
- **Fund: emerging-equities-30**
  - Original PDF: https://portal.kourawealth.co.nz/assets/PUBLIC/Website-Documents/Fund-Updates-2026-06/Koura-Emerging-Markets-Equities-Fund-Fund-Update-30-June-2026.pdf
  - SHA-256: `0635cd05a3379fda…`
  - Ingested: 2026-09-05
- **Fund: fixed-interest-25**
  - Original PDF: https://go.kourawealth.co.nz/Koura_Fixed_Interest_Fund_Update_Mar_25
  - SHA-256: `33811d941d8dc0c1…`
  - Ingested: 2026-09-05
- **Fund: fixed-interest-30**
  - Original PDF: https://portal.kourawealth.co.nz/assets/PUBLIC/Website-Documents/Fund-Updates-2026-06/Koura-Fixed-Interest-Fund-Fund-Update-30-June-2026.pdf
  - SHA-256: `67b59ef2617f3f6e…`
  - Ingested: 2026-09-05
- **Fund: growth**
  - Original PDF: https://portal.kourawealth.co.nz/assets/PUBLIC/Website-Documents/Fund-Updates-2026-06/Koura-Growth-Strategy-Fund-Update-30-June-2026-.pdf
  - SHA-256: `3fd6a7a6d120470e…`
  - Ingested: 2026-09-05
- **Fund: high-growth**
  - Original PDF: https://portal.kourawealth.co.nz/assets/PUBLIC/Website-Documents/Fund-Updates-2026-06/Koura-Strategic-High-Growth-Fund-Fund-Update-30-June-2026.pdf
  - SHA-256: `0c90b693bd4b5d1a…`
  - Ingested: 2026-09-05
- **Fund: nz-equities-30**
  - Original PDF: https://portal.kourawealth.co.nz/assets/PUBLIC/Website-Documents/Fund-Updates-2026-06/Koura-NZ-Equities-Fund-Fund-Update-30-June-2026.pdf
  - SHA-256: `b4fa5d68f9dd99d6…`
  - Ingested: 2026-09-05
- **Fund: nz-property**
  - Original PDF: https://go.kourawealth.co.nz/Koura_NZ_Property_Fund_Update_2025
  - SHA-256: `4eafd26311174a46…`
  - Ingested: 2026-09-05
- **Fund: nz-property-25**
  - Original PDF: https://go.kourawealth.co.nz/Koura_NZ_Property_Fund_Update_Mar_25
  - SHA-256: `7b61747d26b196c2…`
  - Ingested: 2026-09-05
- **Fund: nz-property-30**
  - Original PDF: https://portal.kourawealth.co.nz/assets/PUBLIC/Website-Documents/Fund-Updates-2026-06/Koura-NZ-Property-Fund-Fund-Update-30-June-2026.pdf
  - SHA-256: `5b1088ff4729e773…`
  - Ingested: 2026-09-05
- **Fund: rest-of-world-25**
  - Original PDF: https://go.kourawealth.co.nz/Koura_Rest_of_World_Fund_Update_Mar_25
  - SHA-256: `482162e785b61538…`
  - Ingested: 2026-09-05
- **Fund: rest-of-world-equities-30**
  - Original PDF: https://portal.kourawealth.co.nz/assets/PUBLIC/Website-Documents/Fund-Updates-2026-06/Koura-Rest-Of-World-Equities-Fund-Fund-Update-30-June-2026.pdf
  - SHA-256: `de1d0e952f64edc2…`
  - Ingested: 2026-09-05
- **Fund: us-equities-25**
  - Original PDF: https://go.kourawealth.co.nz/Koura_US_Equities_Fund_Update_Mar_25
  - SHA-256: `07bd1bc007362543…`
  - Ingested: 2026-09-05
- **Fund: us-equities-30**
  - Original PDF: https://portal.kourawealth.co.nz/assets/PUBLIC/Website-Documents/Fund-Updates-2026-06/Koura-US-Equities-Fund-Fund-Update-30-June-2026.pdf
  - SHA-256: `7b6f48d2576c3e4f…`
  - Ingested: 2026-09-05

## 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-q2/facts.json
- Crawlable HTML: https://fundcompare.co.nz/filings/qfu/koura/2026-q2

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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.