Aurora Conservative Fund
Aurora Conservative Fund is a conservative KiwiSaver fund managed by Aurora. It has 6,206 members and holds $110 million. It opened in 2021.
Fees and returns
- Annual fee
- 1.25% of your balance each year
- Return over 1 year
- +3.6% a year
- Return over 3 years
- +4.1% a year
Figures are after fees and tax, as at Q3 2026, sourced from the FMA Disclose Register.
What it invests in
International fixed interest 29%, new zealand fixed interest 26%, cash and cash equivalents 23%, international equities 13%.
Largest holdings
- Metlife Global Impact Bond Fund - Class A 29.44%
- Mercer Macquarie NZ Fixed Interest PIE 24.09%
- Mercer Macquarie NZ Cash Fund 17.99%
Year by year
| Financial year | Return |
|---|---|
| 2025/26 | +3.6% |
| 2024/25 | +3.8% |
| 2023/24 | +5.0% |
| 2022/23 | −2.4% |
About this fund
The Aurora Conservative Fund is a diversified conservative fund investing mostly in income assets — cash and fixed interest — with some growth assets (Australasian and international shares, infrastructure). 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 1.25%.