Koura Strategic High Growth Fund
Strategic High Growth Fund is an aggressive KiwiSaver fund managed by Koura. It has 2,808 members and holds $24 million. It opened in 2024.
Fees and returns
- Annual fee
- 1.10% of your balance each year
- Return over 1 year
- +13.7% a year
Figures are after fees and tax, as at Q3 2026, sourced from the FMA Disclose Register.
What it invests in
International equities 98%.
Largest holdings
- JPMorgan Global REI Equity Active UCITS ETF 97.83%
- Merinz 5.4% 21/03/2030 1.18%
- BNZ NZD Account 0.9%
Year by year
| Financial year | Return |
|---|---|
| 2025/26 | +13.7% |
About this fund
The Koura Strategic High Growth Fund is an aggressive fund invested almost entirely in growth assets. Unlike Koura's index-based building blocks it is actively managed, initially through the JPMorgan Enhanced Equity Fund with a 5% allocation to New Zealand fixed interest. It carries an annual fund charge of 1.1%.