Name: Strategic High Growth Fund — KiwiSaver scheme fund data
Creator: KOURA WEALTH LIMITED
License: https://disclose-register.companiesoffice.govt.nz/

Strategic High Growth Fund (KOURA WEALTH LIMITED) Fund Overview | FundCompare.co.nz

Top 10 investments

Top-10 turnover this quarter

20% (1 in / 1 out)

These assets make up 102.38% of this fund.

	Asset	Asset Class	Type	Country	% of Fund
	Type Country Credit rating				97.83
	IFTNZ				3.6
	BNZ NZD Account				0.90
	BNZ USD Account				0.03
	JPMorgan Global Select Equity ETF				0.02

Top-10 holdings changes

31 Dec 2025 → 31 Mar 2026

Entered top 101

BNZ NZD Account0.90%

Dropped out of top 101

MERINZwas 5.40%

Grew1

Type Country Credit rating93.16% → 97.83% (+4.67 pp)

Shrank0

None this quarter.

Fees

1.2%

This Fund

0.88%

Average Aggressive Kiwisaver funds

The blue segment shows the annual fees you’d pay if you invested $30,000 in this fund. The grey segment represents the typical yearly fees for an average Aggressive KiwiSaver scheme fund, so you can compare them directly.

Smaller Fees, Bigger Potential

When it comes to investing, spending more doesn’t automatically lead to stronger results. In fact, higher fund fees can often eat into your returns. Remember, what you keep is calculated after fees and taxes are deducted. Because no one can predict how any fund will perform, it’s generally wise to look for options with lower costs whenever you can.

Fees breakdown

Fee Type	% Over a year	Amount paid on a 30k balance
administration Administration fee	1.10%	—

Quick examples

cURL

curl -s "https://fundcompare.co.nz/api/fund/koura/strategic-high-growth-fund/facts.json" | jq .

Python

import requests
data = requests.get("https://fundcompare.co.nz/api/fund/koura/strategic-high-growth-fund/facts.json").json()
print(data["fund_name" if "fund" == "fund" else "name"])

MCP (Claude Desktop / ChatGPT)

# Claude Code (CLI):
claude mcp add --transport http fundcompare https://fundcompare.co.nz/mcp

# Cursor / Cline / Continue (settings JSON):
{ "mcpServers": { "fundcompare": { "url": "https://fundcompare.co.nz/mcp" } } }

# Claude Desktop (UI): Settings → Connectors → Add custom connector
#   URL: https://fundcompare.co.nz/mcp

# Claude Desktop via JSON (uses npx mcp-remote bridge):
{ "mcpServers": { "fundcompare": {
  "command": "npx", "args": ["-y", "mcp-remote", "https://fundcompare.co.nz/mcp"]
} } }

# Tools: search_funds, get_fund, get_provider, get_qfu_filing — anonymous, free.

Name	KOURA WEALTH LIMITED
Type	NZ Limited Company
Website	kourawealth.co.nz
NZBN	9429047276772
FSP Number	FSP657491

Asset liquidity ratio	100.00%
Total value of fund	$24375046
Debt ratio	1.05%

Strategic High Growth Fund

About this aggressive fund

Fee + return history

PDS changes

Holdings changes

SIPO changes

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Identifiers

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Fund Types

Holdings

Performance

Fees

Risk and suitability

Returns

Fees

Asset Mix

Key Takeaways

Asset mix

Your investment mix shapes your outcome

Top 10 investments

Top-10 holdings changes

Fees

Smaller Fees, Bigger Potential

Fees breakdown

Returns

Returns: Reflecting the Past

Risks

Additional details

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cURL

Python

MCP (Claude Desktop / ChatGPT)

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