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koura — Quarterly Fund Update 2024-Q2

Period ending 2024-06-30. 5 funds covered. Source: FMA Disclose register.

This filing is a Quarterly Fund Update for the koura KiwiSaver scheme, covering five scheme funds as at 30 June 2024. It provides a snapshot of key fund metrics including fees, after-tax returns, assets under management, member numbers, and asset allocation. This quarterly disclosure is mandated by the Financial Markets Authority and forms part of the regulated fund information available on the FMA Disclose register, which serves as the authoritative source for fund documentation.

During the quarter ended 30 June 2024, the five koura scheme funds held combined assets supporting 400 members. The average annual fee across these funds was 0.63%, while the average one-year after-tax return was 10.78%. These figures reflect the performance and cost structure of the scheme during this specific period. Past performance is not a reliable indicator of future returns.

Funds covered

FundFees (1y)1y return5y avgAUM (NZD)MembersGrowth %
New Zealand Cash Fund0.63%3.54%——399—
Balanced Strategy0.63%11.94%——0—
Conservative Strategy0.63%7.43%——0—
Growth Strategy0.63%14.56%——0—
Aggressive Strategy0.63%16.44%——1—

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

Source documents

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Every fund page on FundCompare ships with structured JSON and a plain-markdown summary alongside the HTML — so LLMs, MCP clients, and analysts can cite the same regulator-sourced data the page renders. Source documents come from FMA Disclose, IRD, and Sorted Fund Finder.

Identifiers

Scheme
koura
Period
2024-06-30
Document type
QFU
Source PDFs
6
Funds extracted
5

Endpoints for koura QFU 2024-Q2

GET/api/qfu/koura/2024-q2/facts.jsonapplication/jsonStructured filing facts: source PDFs + per-fund extracted snapshots.
GET/api/qfu/koura/2024-q2/markdowntext/markdownPlain-markdown filing summary with per-fund table.
GET/api/provider/koura/facts.jsonapplication/jsonProvider-level facts including every fund this scheme operates.

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FundCompare is not a Financial Advice Provider. Data is sourced from FMA Disclose, IRD, and Sorted Fund Finder. The endpoints above are free, public, and cached for one hour. KiwiSaver® is a registered trademark of Inland Revenue.

FundCompare is not a Financial Advice Provider. Quarterly Fund Updates are filed with the FMA Disclose register and are the authoritative source for fund-level data. KiwiSaver® is a registered trademark of Inland Revenue.

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Compare every fund within a KiwiSaver scheme on the FMA Disclose register. Refreshed quarterly. Independent — FundCompare is not a Financial Advice Provider; general information only.

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