Kōura KiwiSaver Scheme
Managed by Koura Wealth Limited
Kōura KiwiSaver Scheme is operated by Koura Wealth Limited and serves 52,843 members with $0.41 billion in assets under management. The scheme offers 14 funds within a KiwiSaver scheme, providing a range of investment options across different risk profiles and time horizons. This breadth of choice allows members to select a fund within a KiwiSaver scheme that aligns with their individual circumstances and investment approach.
The 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, catering to various investment preferences and life stages. This structure suits members seeking diversified options and flexibility in managing their retirement savings. This information is general in nature only and should not be construed as financial advice.
Summary written 28 October 2026; its figures may predate the key facts below, which are current.
Assets
$407M
Total value
Average Return
6.03%
Five year
Average Fee 💰
0.86%
One Year
Total Investors
52.8K
Across all funds
Kōura KiwiSaver Scheme: key facts
- Scheme
- Kōura KiwiSaver Scheme
- Managed by
- Koura Wealth Limited (FSP 657491)
- Funds
- 14
- Members (summed across funds)
- 52,843
- Funds under management
- $406.9M
- Share of the KiwiSaver money we track
- 0.3%
- Annual fee range
- 0.73% to 1.2%
- Oldest fund started
- 23 October 2019
Data as at 31 March 2026 for most funds (later where a newer quarterly fund update has been filed). Members are summed across funds, so a member in two funds counts twice.
Kōura KiwiSaver Scheme funds by risk profile
- Defensive: 2 funds
- Conservative: 1 fund
- Balanced: 1 fund
- Growth: 1 fund
- Aggressive: 9 funds
Highest five-year return in each fund type
| Fund type | Fund | 5-year return (a year) | Annual fee |
|---|---|---|---|
| Defensive (of 2) | New Zealand Cash Fund | 2.26% | 0.73% |
| Aggressive (of 4) | US Equities Fund | 14.51% | 0.73% |
After fees and tax, among this provider's funds with a five-year record. Data as at 31 March 2026 for most funds (later where a newer quarterly fund update has been filed). Past performance is not a reliable indicator of future returns.
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 ↗
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
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Identifiers
- Short name
- Koura
- Funds operated
- 14
- Scheme(s)
- Kōura KiwiSaver Scheme
Endpoints for Koura Wealth Limited
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