Aurora Retirementplus Age 50
Aurora Retirementplus Age 50 is a growth KiwiSaver fund managed by Aurora. It has 151 members and holds $7 million. It opened in 2021.
Fees and returns
- Annual fee
- 1.50% of your balance each year
- Return over 1 year
- +6.8% a year
- Return over 3 years
- +7.9% a year
Figures are after fees and tax, as at Q3 2026, sourced from the FMA Disclose Register.
What it invests in
International equities 56%, australasian equities 20%, new zealand fixed interest 10%, international fixed interest 8%.
Largest holdings
- Brandywine Global Opportunistic Equity Fund 20.04%
- Pella Global Generations PIE Fund 18.64%
- Munro Global Growth Climate Leaders PIE Fund 11.77%
Year by year
| Financial year | Return |
|---|---|
| 2025/26 | +6.8% |
| 2024/25 | +5.1% |
| 2023/24 | +11.8% |
| 2022/23 | −5.6% |
About this fund
Aurora Retirementplus Age 50 is a lifecycle option that invests 100% in the Aurora Growth Fund. It is an early step in the Retirementplus pathway, which holds a full growth allocation while members are younger and shifts toward income assets as they age. Its fee includes ongoing financial adviser support. It has an annual fund charge of 1.50%.