Koura Balanced Strategy
Balanced Strategy is a balanced KiwiSaver fund managed by Koura. It has 44 members and holds $121,938. It opened in 2024.
Fees and returns
- Annual fee
- 0.93% of your balance each year
- Return over 1 year
- +9.4% a year
Figures are after fees and tax, as at Q3 2026, sourced from the FMA Disclose Register.
What it invests in
International equities 62%, new zealand fixed interest 27%, cash and cash equivalents 11%.
Largest holdings
- JPMorgan Global REI Equity Active UCITS ETF 61.63%
- BNZ NZD Account 9.28%
- Nzlgfa 2.25% 15/05/2031 1.8%
Year by year
| Financial year | Return |
|---|---|
| 2025/26 | +9.4% |
About this fund
The Koura Balanced Strategy is a balanced fund-of-funds that combines Koura's own funds to target roughly 60% growth and 40% income assets, blending shares with fixed interest. It is one of Koura's pre-built portfolios, an alternative to selecting individual building blocks. Designed for a timeframe of at least six years, it carries an annual fund charge of 0.93%.