Aurora Balanced Strategy
Aurora Balanced Strategy is a balanced KiwiSaver fund managed by Aurora. It has 688 members and holds $20 million. It opened in 2023.
Fees and returns
- Annual fee
- 1.40% of your balance each year
- Return over 1 year
- +5.5% a year
Figures are after fees and tax, as at Q3 2026, sourced from the FMA Disclose Register.
What it invests in
International equities 39%, new zealand fixed interest 17%, international fixed interest 17%, australasian equities 14%.
Largest holdings
- Metlife Global Impact Bond Fund - Class A 16.54%
- Mercer Macquarie NZ Fixed Interest PIE 13.96%
- Brandywine Global Opportunistic Equity Fund 13.74%
Year by year
| Financial year | Return |
|---|---|
| 2025/26 | +5.5% |
| 2024/25 | +4.6% |
About this fund
The Aurora Balanced Strategy is a diversified balanced fund investing in a mix of income and growth assets (cash, fixed interest, infrastructure, Australasian and international shares). It uses an actively managed, multi-manager approach with ESG considerations integrated, and its fee includes ongoing financial adviser support. It has an annual fund charge of 1.40%.