Koura US Equities Fund
US Equities Fund is an aggressive KiwiSaver fund managed by Koura. It has 8,376 members and holds $155 million. It opened in 2019.
Fees and returns
- Annual fee
- 0.63% of your balance each year
- Return over 1 year
- +13.4% a year
- Return over 3 years
- +18.7% a year
- Return over 5 years
- +11.6% a year
Figures are after fees and tax, as at Q3 2026, sourced from the FMA Disclose Register.
What it invests in
International equities 100%.
Largest holdings
- iShares ESG Select Screened S&P 500 ETF 99.66%
- BNZ NZD Account 0.33%
- BNZ USD Account 0.01%
Year by year
| Financial year | Return |
|---|---|
| 2025/26 | +13.4% |
| 2024/25 | +6.2% |
| 2023/24 | +38.9% |
| 2022/23 | −2.2% |
| 2021/22 | +5.8% |
| 2020/21 | +38.5% |
About this fund
The Koura US Equities Fund is an index-based fund that invests in the United States sharemarket through underlying funds, giving exposure to medium and large US companies. As a single-country share fund it is narrower than global equities, with returns tied to one market. It is one of Koura's building blocks and carries an annual fund charge of 0.63%.