Fund manager
Koura Wealth Limited
Koura Wealth Limited manages 14 KiwiSaver scheme funds across 1 scheme, with combined assets of $407M.
Identifiers
- Manager type
- NZ Limited Company
- FSPR registration
- FSP FSP657491 · verify on FSPR ↗
- NZBN
- 9429047276772 · verify on NZBN ↗
- Average annual fee across managed funds
- 0.86%
Koura — 14 funds
| Fund | Type | Annual fee | 5y avg return | Fund size |
|---|---|---|---|---|
| Growth Strategy | Growth | 0.73% | No 5-year average return figure held. Recorded fund start date 15 April 2024 is less than five years before March 2026. | $1M |
| Strategic High Growth Fund | Aggressive | 1.20% | No 5-year average return figure held. Recorded fund start date 9 December 2024 is less than five years before March 2026. | $24M |
| Conservative Strategy | Conservative | 0.73% | No 5-year average return figure held. Recorded fund start date 15 April 2024 is less than five years before March 2026. | — |
| Clean Energy Fund | Aggressive | 1.20% | No 5-year average return figure held. Recorded fund start date 23 May 2022 is less than five years before March 2026. | $4M |
| Aggressive Strategy | Aggressive | 0.73% | No 5-year average return figure held. Recorded fund start date 15 April 2024 is less than five years before March 2026. | $0M |
| New Zealand Equities Fund | Aggressive | 0.73% | 2.31% | $51M |
| US Equities Fund | Aggressive | 0.73% | 14.51% | $155M |
| NZ Property Fund | Aggressive | 1.20% | No 5-year average return figure held. Recorded fund start date 23 May 2022 is less than five years before March 2026. | $3M |
| Balanced Strategy | Balanced | 0.73% | No 5-year average return figure held. Recorded fund start date 15 April 2024 is less than five years before March 2026. | $0M |
| Rest of World Equities Fund | Aggressive | 0.73% | 9.06% | $54M |
| New Zealand Fixed Interest Fund | Defensive | 0.73% | 0.68% | $63M |
| Emerging Markets Equities Fund | Aggressive | 0.73% | 7.38% | $33M |
| New Zealand Cash Fund | Defensive | 0.73% | 2.26% | $8M |
| Bitcoin Fund | Aggressive | 1.20% | No 5-year average return figure held. Recorded fund start date 23 May 2022 is less than five years before March 2026. | $11M |
About “—” in return figures: it means no figure is held, not a return of zero. Of the 14 funds listed, 6 have a 5-year average return. Figures are drawn from fund disclosures on the FMA Disclose register, chiefly quarterly fund updates. Each fund shows the most recent figure held; the latest quarter broadly covered across all funds is March 2026. A fund too new to report a period has no figure for it; other gaps are figures not yet captured from the updates ingested so far.
Manager identity and FSP registration sourced from the most recent FMA-filed Quarterly Fund Update for each fund. Supervisor, custodian, and auditor relationships are typically disclosed in each scheme's Product Disclosure Statement and Statement of Investment Policy and Objectives.
Compare every fund on the FMA Disclose register. Refreshed quarterly. Independent — FundCompare is not a Financial Advice Provider; general information only.
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