KOURA WEALTH LIMITED

Name: KOURA WEALTH LIMITED — KiwiSaver provider data
Creator: KOURA WEALTH LIMITED
License: https://disclose-register.companiesoffice.govt.nz/

Koura Kiwisaver Scheme

Website

The Koura KiwiSaver Scheme is offered by Koura Wealth Limited and serves 51,469 members with $0.41 billion in assets under management. The scheme provides 14 funds within a KiwiSaver scheme across a range of investment approaches, allowing members to select options aligned with their investment timeframe and risk tolerance. This breadth of choice reflects a scheme designed to accommodate diverse member circumstances and preferences throughout their KiwiSaver journey.

The Koura KiwiSaver Scheme charges an average annual fee of 0.86% across its funds. Members can choose from Growth, Aggressive, Conservative, Balanced, and Defensive fund types within a KiwiSaver scheme, with each category serving different investment objectives. Schemes offering multiple fund options typically appeal to members seeking flexibility to adjust their investment approach as their circumstances change. This information is general in nature only and does not constitute financial advice.

Assets

$407M

Total value

Average Return

2.58%

Five year

Average Fee 💰

0.86%

One Year

Total Investors

51.5K

Across all funds

Risk Level

Minimum Return 📈

Maximum Fee 💰

FUND NAME	RISK LEVEL	5Y RETURN	FEE💰	Value	Growth Assets	Start Date
Growth Strategy	Growth	N/A	0.73%	$542K	79.16%	15-04-2024
Strategic High Growth Fund	Aggressive	N/A	1.2%	$24M	98.3%	09-12-2024
Conservative Strategy	Conservative	N/A	0.73%	N/A	24.74%	15-04-2024
Clean Energy Fund	Aggressive	N/A	1.2%	$4M	99.44%	23-05-2022
Aggressive Strategy	Aggressive	N/A	0.73%	$429K	94%	15-04-2024
New Zealand Equities Fund	Aggressive	2.31%	0.73%	$51M	99.04%	23-10-2019
Us Equities Fund	Aggressive	14.51%	0.73%	$155M	98.87%	23-10-2019
Nz Property Fund	Aggressive	N/A	1.2%	$3M	98.44%	23-05-2022
Balanced Strategy	Balanced	N/A	0.73%	$122K	59.36%	15-04-2024
Rest Of World Equities Fund	Aggressive	9.06%	0.73%	$54M	98.99%	23-10-2019
New Zealand Fixed Interest Fund	Defensive	0.68%	0.73%	$63M	N/A	23-10-2019
Emerging Markets Equities Fund	Aggressive	7.38%	0.73%	$33M	99.09%	23-10-2019
New Zealand Cash Fund	Defensive	2.2%	0.73%	$8M	N/A	23-10-2019
Bitcoin Fund	Aggressive	N/A	1.2%	$11M	99.67%	23-05-2022

Governance & relationships

Manager: KOURA WEALTH LIMITED(NZ Limited Company)
FSP registration: FSP FSP657491verify on FSPR ↗
NZBN: 9429047276772verify on NZBN ↗
Supervisor: Data being compiled from PDS filings
Custodian: Data being compiled from PDS filings
Auditor: Data being compiled from Annual Reports

Manager identity sourced from the most recent FMA-filed Quarterly Fund Update. See the cross-scheme manager relationships map to see whether this manager operates across multiple schemes.

FMA Disclose filings (11)

Quarterly Fund Updates, Product Disclosure Statements, SIPOs, and Annual Reports indexed from the FMA Disclose register. Click into a filing for the per-fund extracted data.

Period	Type	Source PDFs	Status	Filing page
2026-Q1	QFU	6 PDFs	Extracted	Open filing →
2025-Q4	QFU	6 PDFs	Extracted	Open filing →
2025-Q3	QFU	7 PDFs	Extracted	Open filing →
2025-Q2	QFU	7 PDFs	Extracted	Open filing →
2025-Q1	QFU	7 PDFs	Extracted	Open filing →
2024-Q4	QFU	7 PDFs	Extracted	Open filing →
2024-Q3	QFU	6 PDFs	Extracted	Open filing →
2024-Q2	QFU	6 PDFs	Extracted	Open filing →
2024-Q1	QFU	2 PDFs	Extracted	Open filing →
2023-Q4	QFU	2 PDFs	Extracted	Open filing →
2023-Q3	QFU	2 PDFs	Extracted	Open filing →

Source: FMA Disclose register. Filings auto-refresh weekly via the FundCompare ingestion pipeline.

AI · API · Markdown

Machine-readable surface

Every provider 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

Short name: Koura
Funds operated: 14
Scheme(s): KOURA KIWISAVER SCHEME

Endpoints for KOURA WEALTH LIMITED

GET/api/provider/koura/facts.jsonapplication/jsonProvider profile + every fund (fees, returns, risk) in one structured payload.

GET/api/provider/koura/summary.mdtext/markdownPlain-markdown provider summary with funds table, citable by LLMs.

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cURL

curl -s "https://fundcompare.co.nz/api/provider/koura/facts.json" | jq .

Python

import requests
data = requests.get("https://fundcompare.co.nz/api/provider/koura/facts.json").json()
print(data["fund_name" if "provider" == "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.

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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.

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

Important Information and Disclosure

The information provided on this website is not a recommendation to buy, sell, or hold any financial products. Nothing on this website constitutes financial advice for the purposes of the Financial Markets Conduct Act 2013. FundCompare.co.nz is not a licensed Financial Advice Provider.

Investing involves risk. The value of your investment can go down as well as up, and you may get back less than you put in. Past performance is not a reliable indicator of future returns.

Before making any investment decision, you should read the Product Disclosure Statement (PDS) for the fund carefully. If you have questions or are unclear about the implications of your investment decision, you should seek advice from a licensed Financial Advice Provider.

All information displayed is sourced from scheme providers, the Disclose Register, and the Sorted Smart Investor universal feed (operated by Te Ara Ahunga Ora Retirement Commission), or other publicly available sources. We take reasonable steps to ensure accuracy but cannot guarantee information is always current or complete.

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KOURA WEALTH LIMITED

Governance & relationships

FMA Disclose filings (11)

AI · API · Markdown

Identifiers

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