Koura Wealth Limited
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
2.59%
Five year
Average Fee 💰
0.86%
One Year
Total Investors
52.8K
Across all funds
FUND NAME | RISK LEVEL | 5Y RETURN | FEE💰 | Value | Growth Assets | Start Date |
|---|---|---|---|---|---|---|
| Growth Strategy | Growth | No 5-year average return figure held. Recorded fund start date 15 April 2024 is less than five years before March 2026. | 0.73% | $542K | 1.14% | 15-04-2024 |
| Strategic High Growth Fund | Aggressive | No 5-year average return figure held. Recorded fund start date 9 December 2024 is less than five years before March 2026. | 1.2% | $24M | 0.94% | 09-12-2024 |
| Conservative Strategy | Conservative | No 5-year average return figure held. Recorded fund start date 15 April 2024 is less than five years before March 2026. | 0.73% | N/A | 6.81% | 15-04-2024 |
| Clean Energy Fund | Aggressive | No 5-year average return figure held. Recorded fund start date 23 May 2022 is less than five years before March 2026. | 1.2% | $4M | 99.44% | 23-05-2022 |
| Aggressive Strategy | Aggressive | No 5-year average return figure held. Recorded fund start date 15 April 2024 is less than five years before March 2026. | 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 | No 5-year average return figure held. Recorded fund start date 23 May 2022 is less than five years before March 2026. | 1.2% | $3M | 98.44% | 23-05-2022 |
| Balanced Strategy | Balanced | No 5-year average return figure held. Recorded fund start date 15 April 2024 is less than five years before March 2026. | 0.73% | $122K | 3.85% | 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 | 2.26% | 0.73% | $8M | N/A | 23-10-2019 |
| Bitcoin Fund | Aggressive | No 5-year average return figure held. Recorded fund start date 23 May 2022 is less than five years before March 2026. | 1.2% | $11M | 99.67% | 23-05-2022 |
About “N/A” 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.
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 (12)
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-Q2 | QFU | 27 PDFs | Extracted | Open filing → |
| 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 surfaceEvery 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)
- Kōura KiwiSaver Scheme
Endpoints for Koura Wealth Limited
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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"]
} } }
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