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
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.
Average Return
2.59%
Five year
Average Fee 💰
0.86%
One Year
Total Investors
51.5K
Across all funds
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 |
| New Zealand Equities Fund | Aggressive | 2.31% | 0.73% | $51M | 99.04% | 23-10-2019 |
| Clean Energy Fund | Aggressive | N/A | 1.2% | $4M | 99.44% | 23-05-2022 |
| Nz Property Fund | Aggressive | N/A | 1.2% | $3M | 98.44% | 23-05-2022 |
| Us Equities Fund | Aggressive | 14.51% | 0.73% | $155M | 98.87% | 23-10-2019 |
| Aggressive Strategy | Aggressive | N/A | 0.73% | $429K | 94% | 15-04-2024 |
| 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 | 0.99% | 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 | 1.98% | 0.73% | $8M | N/A | 23-10-2019 |
| Bitcoin Fund | Aggressive | N/A | 1.2% | $11M | 99.67% | 23-05-2022 |
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.
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.
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curl -s "https://fundcompare.co.nz/api/provider/koura/facts.json" | jq .import requests
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print(data["fund_name" if "provider" == "fund" else "name"])# Claude Code (CLI):
claude mcp add --transport http fundcompare https://fundcompare.co.nz/mcp
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{ "mcpServers": { "fundcompare": { "url": "https://fundcompare.co.nz/mcp" } } }
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{ "mcpServers": { "fundcompare": {
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Investing involves risk. The value of your KiwiSaver 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.
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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.