KOURA KIWISAVER SCHEME
New Zealand Equities Fund
KOURA WEALTH LIMITEDkourawealth.co.nz
Fund start date
23 October 2019
Data as at
31 March 2026
Aggressive
About this aggressive fund
The New Zealand Equities Fund is offered within the Koura KiwiSaver scheme and holds 99% in growth assets with 1% in income assets. This composition reflects an aggressive investment approach focused on domestic equity exposure. The fund sits at the growth-oriented end of Koura's KiwiSaver scheme fund range, designed for investors seeking exposure to New Zealand share markets rather than diversified multi-asset strategies.
Fee + return history
View detailed history →Quarterly fees and after-tax returns recorded against this fund since inception. Sourced from FMA Disclose Quarterly Fund Updates. The detailed view shows the full chart + per-quarter data table.
PDS changes
View detailed PDS history →Material changes to the Product Disclosure Statement over time — fee adjustments, asset-allocation shifts, scheme-rule amendments. Diff against the previous PDS shown side-by-side in the detailed view.
Holdings changes
View detailed holdings diff →Top-10-holdings additions, removals, and weight changes across quarters. Shows the manager's actual portfolio decisions over time, sourced from the fund's Quarterly Fund Update.
SIPO changes
View detailed SIPO history →Statement of Investment Policy and Objectives revisions — investment objective rewrites, asset-class target shifts, ESG policy changes, derivatives policy changes. The detailed view diffs against prior SIPO versions.
AI · API · Markdown
Machine-readable surfaceEvery 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
- FMA fund code
- FND15956
- FSP number
- FSP657491
- NZBN
- 9429047276772
- Provider
- Koura
- Scheme
- KOURA KIWISAVER SCHEME
Endpoints for New Zealand Equities Fund
GET/api/fund/koura/new-zealand-equities-fund/facts.jsonapplication/jsonStructured fund facts (fees, returns, asset mix, identifiers, sources).
GET
FundCompare
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.
