Aurora Retirementplus Age 65
Aurora Retirementplus Age 65 is a balanced KiwiSaver fund managed by Aurora. It has 41 members and holds $2 million. It opened in 2021.
Fees and returns
- Annual fee
- 1.38% of your balance each year
- Return over 1 year
- +5.2% a year
- Return over 3 years
- +6.0% a year
Figures are after fees and tax, as at Q3 2026, sourced from the FMA Disclose Register.
What it invests in
International equities 34%, international fixed interest 19%, new zealand fixed interest 18%, cash and cash equivalents 14%.
Largest holdings
- Metlife Global Impact Bond Fund - Class A 18.69%
- Mercer Macquarie NZ Fixed Interest PIE 15.65%
- Brandywine Global Opportunistic Equity Fund 12.16%
Year by year
| Financial year | Return |
|---|---|
| 2025/26 | +5.2% |
| 2024/25 | +4.5% |
| 2023/24 | +8.4% |
| 2022/23 | −4.8% |
About this fund
Aurora Retirementplus Age 65 is a lifecycle option that invests 50% in the Aurora Growth Fund and 50% in the Aurora Conservative Fund. It is one age step in the Retirementplus pathway, which shifts from growth toward income assets as members age. Its fee includes ongoing financial adviser support. It has an annual fund charge of 1.38%.