Koura Growth Strategy
Growth Strategy is a growth KiwiSaver fund managed by Koura. It has 12 members and holds $542,074. It opened in 2024.
Fees and returns
- Annual fee
- 1.02% of your balance each year
- Return over 1 year
- +11.9% a year
Figures are after fees and tax, as at Q3 2026, sourced from the FMA Disclose Register.
What it invests in
International equities 82%, new zealand fixed interest 17%.
Largest holdings
- JPMorgan Global REI Equity Active UCITS ETF 82.18%
- BNZ NZD Account 1.2%
- Nzlgfa 2.25% 15/05/2031 1.07%
Year by year
| Financial year | Return |
|---|---|
| 2025/26 | +11.9% |
About this fund
The Koura Growth Strategy is a growth fund-of-funds that combines Koura's own funds to target roughly 80% growth and 20% income assets, weighted towards shares with some 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 nine years, it carries an annual fund charge of 1.02%.