Funds

Koura KiwiSaver NZ Property Fund

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Issues of concern

The graph below shows the percentage of the fund invested in each of the worst issues of concern to New Zealanders. Below the graph are listed all the companies this fund invests in, by issue of concern.

This fund has no investments in issues of concern

Key:

  • Human Rights Violations
  • Environmental Harm
  • Animal Cruelty
  • Weapons
  • Fossil Fuels
  • Social Harm

Companies of concern

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.

About this fund

In their own words

To provide investors with an exposure to the New Zealand property market.

Value $1.99M NZD
Period of data report 30th Sept. 2024
Members 1,661
Fund started 23rd May 2022
Total annual fund fees 1.1%
Total performance based fees 0.0%
Manager's basic fee 1.1%
Other management and administration charges 0.0%
Total other charges 30.0
Total other charges currency NZD

Key Personnel

Warren Couillault

Currently: Chairman, Investment Committee Member (5 years, 2 months)
Previously: CEO, Hobson Wealth (6 years, 8 months)

Rupert Carlyon

Currently: Managing Director , Investment Committee Member (5 years, 10 months)
Previously: Director, KPMG (2 years, 0 months)

David Moore

Currently: Investment Committee Member (5 years, 2 months)
Previously: Executive Director, UBS AG (29 years, 6 months)

Nigel Scott

Currently: Director, Investment Committee Member (3 years, 7 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 30th Sept. 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% 3.36%

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 30th Sept. 2024.

Top 10 Investments

  • Summerset Group Holdings Ltd
    New Zealand Australasian Equities
    16.61%
  • Ryman Healthcare Ltd
    New Zealand Australasian Equities
    13.64%
  • Precinct Properties NZ Ltd
    New Zealand Listed Property
    13.0%
  • Kiwi Property Group Ltd
    New Zealand Australasian Equities
    9.72%
  • Vital Healthcare Property Trust
    New Zealand Listed Property
    8.38%
  • Arvida Group Limited
    New Zealand Australasian Equities
    7.57%
  • Property For Industry Ltd
    New Zealand Listed Property
    7.22%
  • Argosy Property Trust
    New Zealand Australasian Equities
    5.9%
  • Goodman Property Trust
    New Zealand Listed Property
    5.2%
  • Stride Property Ltd and Stride Invest Mgmt Ltd
    New Zealand Australasian Equities
    5.15%
Type Target Actual
Cash and Cash Equivalents 1.0% 1.77%
New Zealand Fixed Interest 0.0% 0.0%
International Fixed Interest 0.0% 0.0%
Australasian Equities 99.0% 98.23%
International Equities 0.0% 0.0%
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 against the fund's targets.

Target

Actual

This information has been sourced from the quarterly data that each KiwiSaver fund has filed with Disclose register to 30th Sept. 2024.