Koura New Zealand Equities Fund
New Zealand Equities Fund is an aggressive KiwiSaver fund managed by Koura. It has 7,467 members and holds $51 million. It opened in 2019.
Fees and returns
- Annual fee
- 0.63% of your balance each year
- Return over 1 year
- +3.1% a year
- Return over 3 years
- +1.0% a year
- Return over 5 years
- −0.4% a year
Figures are after fees and tax, as at Q3 2026, sourced from the FMA Disclose Register.
What it invests in
Australasian equities 99%.
Largest holdings
- A2 Milk Company Ltd 8.34%
- Infratil Ltd 7.69%
- Contact Energy Ltd 7.68%
Year by year
| Financial year | Return |
|---|---|
| 2025/26 | +3.1% |
| 2024/25 | −1.7% |
| 2023/24 | +1.7% |
| 2022/23 | −1.8% |
| 2021/22 | −3.0% |
| 2020/21 | +32.1% |
About this fund
The Koura New Zealand Equities Fund is an index-based fund that aims to replicate the performance of the New Zealand sharemarket through underlying funds. As a single, relatively small domestic market its behaviour is concentrated rather than globally diversified. It is one of Koura's building blocks and carries an annual fund charge of 0.63%.