Funds

Koura KiwiSaver US Equities Fund

Total Ethical Concerns: 2.07%

The average total concerns of all KiwiSaver aggressive funds is 10.67%.

Companies of Concern

  • Animal Cruelty 1.37%

    • The Sherwin-Williams Co.
      0.45%
      0.45%
    • PPG Industries, Inc.
      0.16%
      0.16%
    • Church & Dwight Co., Inc.
      0.13%
      0.13%
    • International Flavors & Fragrances, Inc.
      0.13%
      0.13%
    • The Clorox Co.
      0.10%
      0.10%
    • Entegris, Inc.
      0.09%
      0.09%
    • Rpm International, Inc.
      0.08%
      0.08%
    • Hormel Foods Corp
      0.05%
      0.05%
    • The Mosaic Co.
      0.04%
      0.04%
    • Westlake Corp.
      0.03%
      0.03%
  • Weapons 0.69%

    • Amphenol Corp.
      0.39%
      0.39%
    • Howmet Aerospace, Inc.
      0.20%
      0.20%
    • Booz Allen Hamilton Holding Corp.
      0.11%
      0.11%

From the Fund Provider

  • About this fund

    About this Fund

    The Fund provides investors an exposure to the US share market. The Fund invests in underlying funds to provide this exposure. The Fund expects to deliver a negative return once in every 4-5 years.

    Value $104M NZD
    Period of data report 31st Dec. 2024
    Members 5,712
    Fund started 23rd Oct. 2019
    Total annual fund fees 0.63%
    Total performance based fees 0.0%
    Manager's basic fee 0.53%
    Other management and administration charges 0.1%
    Total other charges 30.0
    Total other charges currency NZD

    Warren Couillault

    Currently: Chairman, Investment Committee Member (5 years, 8 months)
    Previously: CEO, Hobson Wealth (6 years, 8 months)

    Rupert Carlyon

    Currently: Managing Director , Investment Committee Member (6 years, 4 months)
    Previously: Director, KPMG (2 years, 0 months)

    David Moore

    Currently: Investment Committee Member (5 years, 8 months)
    Previously: Executive Director, UBS AG (29 years, 6 months)

    Nigel Scott

    Currently: Director, Investment Committee Member (4 years, 1 months)
    Previously: Non Executive-Director, Hobson Wealth (3 years, 8 months)

    This information has been sourced from the quarterly data that each KiwiSaver fund has filed with Disclose register to 31st Dec. 2024.

  • Past Returns

    Past Returns

    Past annual returns for this fund are after fees and taxes. Please note that higher past returns do not always mean higher future returns.

    Year Market Average Fund Annual Return
    2024 14.19% 38.87%
    2023 -4.84% -2.19%
    2022 3.55% 5.78%
    2021 33.87% 38.51%

    The market average is the average return for funds of the same risk category, sourced from the Commission for Financial Capability's Sorted website. The fund information has been sourced from the quarterly data that each KiwiSaver fund has filed with Disclose register to 31st Dec. 2024.

  • Investments

    Top 10 Investments

    • Ishares ESG Advanced Msci Usa ETF

      United States International Equities

      98.93%
    • BNZ NZD Account

      New Zealand Cash and Equivalents AA-

      1.03%
    • BNZ USD Account

      New Zealand Cash and Equivalents AA-

      0.03%
    Type Target Actual
    Cash and Cash Equivalents 1.0% 1.07%
    New Zealand Fixed Interest 0.0% 0.0%
    International Fixed Interest 0.0% 0.0%
    Australasian Equities 0.0% 0.0%
    International Equities 99.0% 98.93%
    Listed Properties 0.0% 0.0%
    Unlisted Properties 0.0% 0.0%
    Other 0.0% 0.0%
    Commodities 0.0% 0.0%

    Investment Mix

    How the money in this fund is invested by asset type.

    This information has been sourced from the quarterly data that each KiwiSaver fund has filed with Disclose register to 31st Dec. 2024.

This data is compiled by Mindful Money from the fund information and portfolios that each KiwiSaver fund has filed with the Disclose register to 30th Sept. 2024 and Mindful Money analysis of funds within those portfolios. The list of companies of concern has been drawn from ratings agencies and public sources, including the Norwegian Sovereign Fund, NZ Super Fund, Sustainalytics and research organisations.

Please note that companies may breach more than one of these areas of concern.

The listing of companies of concern is based on definitions used in Mindful Money's methodology. These definitions may be different from the exclusions policy and definitions applied by the fund provider.

Mindful Money uses the term Mindful Funds as our standard for ethical investment and responsible investment. This does not imply that other funds are unethical or that the fund providers that do not meet these standards are unethical providers.

Issues of Concern

  • 1.37% Animal Cruelty
  • 0.0% Human Rights Violations
  • 0.0% Social Harm
  • 0.0% Fossil Fuels
  • 0.69% Weapons
  • 0.0% Environmental Harm

Companies of Concern

    • The Sherwin-Williams Co.
      0.45%
      0.45%
    • PPG Industries, Inc.
      0.16%
      0.16%
    • Church & Dwight Co., Inc.
      0.13%
      0.13%
    • International Flavors & Fragrances, Inc.
      0.13%
      0.13%
    • The Clorox Co.
      0.10%
      0.10%
    • Entegris, Inc.
      0.09%
      0.09%
    • Rpm International, Inc.
      0.08%
      0.08%
    • Hormel Foods Corp
      0.05%
      0.05%
    • The Mosaic Co.
      0.04%
      0.04%
    • Westlake Corp.
      0.03%
      0.03%
    • Amphenol Corp.
      0.39%
      0.39%
    • Howmet Aerospace, Inc.
      0.20%
      0.20%
    • Booz Allen Hamilton Holding Corp.
      0.11%
      0.11%

About this Fund

The Fund provides investors an exposure to the US share market. The Fund invests in underlying funds to provide this exposure. The Fund expects to deliver a negative return once in every 4-5 years.

Value $104M NZD
Period of data report 31st Dec. 2024
Members 5,712
Fund started 23rd Oct. 2019
Total annual fund fees 0.63%
Total performance based fees 0.0%
Manager's basic fee 0.53%
Other management and administration charges 0.1%
Total other charges 30.0
Total other charges currency NZD

Warren Couillault

Currently: Chairman, Investment Committee Member (5 years, 8 months)
Previously: CEO, Hobson Wealth (6 years, 8 months)

Rupert Carlyon

Currently: Managing Director , Investment Committee Member (6 years, 4 months)
Previously: Director, KPMG (2 years, 0 months)

David Moore

Currently: Investment Committee Member (5 years, 8 months)
Previously: Executive Director, UBS AG (29 years, 6 months)

Nigel Scott

Currently: Director, Investment Committee Member (4 years, 1 months)
Previously: Non Executive-Director, Hobson Wealth (3 years, 8 months)

This information has been sourced from the quarterly data that each KiwiSaver fund has filed with Disclose register to 31st Dec. 2024.

Past Returns

Past annual returns for this fund are after fees and taxes. Please note that higher past returns do not always mean higher future returns.

Year Market Average Fund Annual Return
2024 14.19% 38.87%
2023 -4.84% -2.19%
2022 3.55% 5.78%
2021 33.87% 38.51%

The market average is the average return for funds of the same risk category, sourced from the Commission for Financial Capability's Sorted website. The fund information has been sourced from the quarterly data that each KiwiSaver fund has filed with Disclose register to 31st Dec. 2024.

Top 10 Investments

  • Ishares ESG Advanced Msci Usa ETF

    United States International Equities

    98.93%
  • BNZ NZD Account

    New Zealand Cash and Equivalents AA-

    1.03%
  • BNZ USD Account

    New Zealand Cash and Equivalents AA-

    0.03%
Type Target Actual
Cash and Cash Equivalents 1.0% 1.07%
New Zealand Fixed Interest 0.0% 0.0%
International Fixed Interest 0.0% 0.0%
Australasian Equities 0.0% 0.0%
International Equities 99.0% 98.93%
Listed Properties 0.0% 0.0%
Unlisted Properties 0.0% 0.0%
Other 0.0% 0.0%
Commodities 0.0% 0.0%

Investment Mix

How the money in this fund is invested by asset type.

This information has been sourced from the quarterly data that each KiwiSaver fund has filed with Disclose register to 31st Dec. 2024.