Aurora Retirementplus Age 75
Aurora Retirementplus Age 75 is a balanced KiwiSaver fund managed by Aurora. It has 1 members and holds $4,901. It opened in 2021.
Fees and returns
- Annual fee
- 1.29% of your balance each year
- Return over 1 year
- +4.1% a year
- Return over 3 years
- +4.7% 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 26%, new zealand fixed interest 24%, cash and cash equivalents 21%, international equities 19%.
Largest holdings
- Metlife Global Impact Bond Fund - Class A 26.22%
- Mercer Macquarie NZ Fixed Interest PIE 21.56%
- Mercer Macquarie NZ Cash Fund 15.33%
Year by year
| Financial year | Return |
|---|---|
| 2025/26 | +4.1% |
| 2024/25 | +4.0% |
| 2023/24 | +6.0% |
| 2022/23 | −3.6% |
About this fund
Aurora Retirementplus Age 75 is a lifecycle option that invests 15% in the Aurora Growth Fund and 85% in the Aurora Conservative Fund, so it is mostly income assets with some growth. It is a later 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 1.29%.