Funds
Kōura KiwiSaver Aggressive Strategy
Fund type: Aggressive fund
Past Returns: *22.58%Annual Fees: 0.63%
Fund type: Aggressive fund
Past Returns: *22.58%Where a company has multiple ethical concerns, the total concerns percentage counts this investment once.
The average total concerns of all funds of the same risk profile is weighted by the funds' investment values.
The average total concerns of all KiwiSaver aggressive funds is 10.67%.
Where companies are involved in testing products on animals for cosmetic, personal care, household product, chemical and other uses. We do not include companies which conduct animal testing for pharmaceutical products, medical devices, biotechnology, human food, or pet food.
Estee Lauder is a multinational cosmetics company, a manufacturer and marketer of makeup, skincare, fragrance, and hair care products. The company states that its products are sold in countries where animal testing of cosmetic products is required by law.
Where companies are involved in testing products on animals for cosmetic, personal care, household product, chemical and other uses. We do not include companies which conduct animal testing for pharmaceutical products, medical devices, biotechnology, human food, or pet food.
Diversified personal-care, homecare, and packaged food company. The company states that its products are sold in countries where animal testing of cosmetic products is required by law.
Where companies source their power generation from fossil fuels (oil, natural gas, coal) to generate electricity.
Contact Energy is one of Aotearoa New Zealand’s largest electric utilities companies. Contact operates three thermal power stations that employ gas and diesel. In FY2023, 7% of the energy Contact generated came from thermal generation. However, Contact has announced plans for further investment in renewable generation. This includes NZD 1.2 billion in geothermal power, by constructing a new station and expanding capacity at an existing station, along with early developments in wind and solar generation. Therefore, the company is considered to be on a climate change pathway aligned with 1.5°C of global temperature rise.
Where companies source their power generation from fossil fuels (oil, natural gas, coal) to generate electricity.
Genesis Energy is engaged in energy generation, trading and selling of electricity, and owns a portfolio of fossil fuel and renewable generation assets across New Zealand. Evidence shows that thermal generation from gas represents a significant portion of the company's total power generation (from the Huntly power station), and that oil and gas power revenues represent approximately 35% of the company's total revenue.
Where companies are involved in, or directly linked to through their supply chain, the act of deforestation or clearance of forest that is then converted to a non-forest use.
Where companies, through their products or operations, are involved in environmental degradation e.g., pollution, chemical spills.
Where companies are involved in the production of fossil fuels (oil, natural gas, coal, shale oil) including exploration, production (including core services), storage, transport (except by rail) and refining.
POSCO is headquartered in South Korea and is a global trading and investment company that operates in a variety of industries, including energy, minerals, and infrastructure, as well as the trading of various commodities. POSCO owns several palm oil operations in Indonesia, and some have been linked to allegations of extensive deforestation and other environmental pollution that have severely impacted local communities. The company’s subsidiary, POSCO Energy is also involved coal-fired thermal power generation.
Where companies are involved in, or directly linked to through their supply chain, the act of deforestation or clearance of forest that is then converted to a non-forest use.
Where companies, through their products or operations, are involved in environmental degradation e.g., pollution, chemical spills.
Where companies are involved in the production of fossil fuels (oil, natural gas, coal, shale oil) including exploration, production (including core services), storage, transport (except by rail) and refining.
POSCO is headquartered in South Korea and is a global trading and investment company that operates in a variety of industries, including energy, minerals, and infrastructure, as well as the trading of various commodities. POSCO owns several palm oil operations in Indonesia, and some have been linked to allegations of extensive deforestation and other environmental pollution that have severely impacted local communities. The company’s subsidiary, POSCO Energy is also involved coal-fired thermal power generation.
Fund type: Aggressive fund
Past Returns: *22.58%The Aggressive Strategy aims to replicate the equivalent of 95% growth and 5% income assets by investing in Koura Funds.Our Aggressive Strategy is designed for those seeking higher potential returns over the long term and can withstand higher volatility.
Value | $350k NZD |
Period of data report | 31st Dec. 2024 |
Members | 11 |
Fund started | 15th April 2024 |
Total annual fund fees | 0.63% |
Total performance based fees | 0.0% |
Manager's basic fee | 0.55% |
Other management and administration charges | 0.08% |
Total other charges | 30.0 |
Total other charges currency | NZD |
Warren Couillault |
Currently: Chairman, Investment Committee Member (5 years, 8 months)
|
Rupert Carlyon |
Currently: Managing Director , Investment Committee Member (6 years, 4 months)
|
David Moore |
Currently: Investment Committee Member (5 years, 8 months)
|
Nigel Scott |
Currently: Director, Investment Committee Member (4 years, 1 months)
|
This information has been sourced from the quarterly data that each KiwiSaver fund has filed with Disclose register to 31st Dec. 2024.
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 |
---|
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.
Ishares ESG Advanced Msci Usa ETF
United States International Equities
Ishares ESG Advanced Msci Eafe ETF
United States International Equities
Ishares ESG Advanced Msci Em ETF
United States International Equities
Auckland International Airport Ltd
New Zealand Australasian Equities
Fisher & Paykel Healthcare Ltd
New Zealand Australasian Equities
Contact Energy Ltd
New Zealand Australasian Equities
Infratil Ltd
New Zealand Australasian Equities
Mainfreight Ltd
New Zealand Australasian Equities
Ebos Group Ltd
New Zealand Australasian Equities
Meridian Energy Limited
New Zealand Australasian Equities
Type | Target | Actual |
---|---|---|
Cash and Cash Equivalents | 0.0% | 1.11% |
New Zealand Fixed Interest | 5.0% | 4.86% |
International Fixed Interest | 0.0% | 0.0% |
Australasian Equities | 19.0% | 18.78% |
International Equities | 76.0% | 75.25% |
Listed Properties | 0.0% | 0.0% |
Unlisted Properties | 0.0% | 0.0% |
Other | 0.0% | 0.0% |
Commodities | 0.0% | 0.0% |
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.
Where companies are involved in testing products on animals for cosmetic, personal care, household product, chemical and other uses. We do not include companies which conduct animal testing for pharmaceutical products, medical devices, biotechnology, human food, or pet food.
Estee Lauder is a multinational cosmetics company, a manufacturer and marketer of makeup, skincare, fragrance, and hair care products. The company states that its products are sold in countries where animal testing of cosmetic products is required by law.
Where companies are involved in testing products on animals for cosmetic, personal care, household product, chemical and other uses. We do not include companies which conduct animal testing for pharmaceutical products, medical devices, biotechnology, human food, or pet food.
Diversified personal-care, homecare, and packaged food company. The company states that its products are sold in countries where animal testing of cosmetic products is required by law.
Where companies source their power generation from fossil fuels (oil, natural gas, coal) to generate electricity.
Contact Energy is one of Aotearoa New Zealand’s largest electric utilities companies. Contact operates three thermal power stations that employ gas and diesel. In FY2023, 7% of the energy Contact generated came from thermal generation. However, Contact has announced plans for further investment in renewable generation. This includes NZD 1.2 billion in geothermal power, by constructing a new station and expanding capacity at an existing station, along with early developments in wind and solar generation. Therefore, the company is considered to be on a climate change pathway aligned with 1.5°C of global temperature rise.
Where companies source their power generation from fossil fuels (oil, natural gas, coal) to generate electricity.
Genesis Energy is engaged in energy generation, trading and selling of electricity, and owns a portfolio of fossil fuel and renewable generation assets across New Zealand. Evidence shows that thermal generation from gas represents a significant portion of the company's total power generation (from the Huntly power station), and that oil and gas power revenues represent approximately 35% of the company's total revenue.
Where companies are involved in, or directly linked to through their supply chain, the act of deforestation or clearance of forest that is then converted to a non-forest use.
Where companies, through their products or operations, are involved in environmental degradation e.g., pollution, chemical spills.
Where companies are involved in the production of fossil fuels (oil, natural gas, coal, shale oil) including exploration, production (including core services), storage, transport (except by rail) and refining.
POSCO is headquartered in South Korea and is a global trading and investment company that operates in a variety of industries, including energy, minerals, and infrastructure, as well as the trading of various commodities. POSCO owns several palm oil operations in Indonesia, and some have been linked to allegations of extensive deforestation and other environmental pollution that have severely impacted local communities. The company’s subsidiary, POSCO Energy is also involved coal-fired thermal power generation.
Where companies are involved in, or directly linked to through their supply chain, the act of deforestation or clearance of forest that is then converted to a non-forest use.
Where companies, through their products or operations, are involved in environmental degradation e.g., pollution, chemical spills.
Where companies are involved in the production of fossil fuels (oil, natural gas, coal, shale oil) including exploration, production (including core services), storage, transport (except by rail) and refining.
POSCO is headquartered in South Korea and is a global trading and investment company that operates in a variety of industries, including energy, minerals, and infrastructure, as well as the trading of various commodities. POSCO owns several palm oil operations in Indonesia, and some have been linked to allegations of extensive deforestation and other environmental pollution that have severely impacted local communities. The company’s subsidiary, POSCO Energy is also involved coal-fired thermal power generation.
Fund type: Aggressive fund
Past Returns: *22.58%The Aggressive Strategy aims to replicate the equivalent of 95% growth and 5% income assets by investing in Koura Funds.Our Aggressive Strategy is designed for those seeking higher potential returns over the long term and can withstand higher volatility.
Value | $350k NZD |
Period of data report | 31st Dec. 2024 |
Members | 11 |
Fund started | 15th April 2024 |
Total annual fund fees | 0.63% |
Total performance based fees | 0.0% |
Manager's basic fee | 0.55% |
Other management and administration charges | 0.08% |
Total other charges | 30.0 |
Total other charges currency | NZD |
Warren Couillault |
Currently: Chairman, Investment Committee Member (5 years, 8 months)
|
Rupert Carlyon |
Currently: Managing Director , Investment Committee Member (6 years, 4 months)
|
David Moore |
Currently: Investment Committee Member (5 years, 8 months)
|
Nigel Scott |
Currently: Director, Investment Committee Member (4 years, 1 months)
|
This information has been sourced from the quarterly data that each KiwiSaver fund has filed with Disclose register to 31st Dec. 2024.
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 |
---|
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.
Ishares ESG Advanced Msci Usa ETF
United States International Equities
Ishares ESG Advanced Msci Eafe ETF
United States International Equities
Ishares ESG Advanced Msci Em ETF
United States International Equities
Auckland International Airport Ltd
New Zealand Australasian Equities
Fisher & Paykel Healthcare Ltd
New Zealand Australasian Equities
Contact Energy Ltd
New Zealand Australasian Equities
Infratil Ltd
New Zealand Australasian Equities
Mainfreight Ltd
New Zealand Australasian Equities
Ebos Group Ltd
New Zealand Australasian Equities
Meridian Energy Limited
New Zealand Australasian Equities
Type | Target | Actual |
---|---|---|
Cash and Cash Equivalents | 0.0% | 1.11% |
New Zealand Fixed Interest | 5.0% | 4.86% |
International Fixed Interest | 0.0% | 0.0% |
Australasian Equities | 19.0% | 18.78% |
International Equities | 76.0% | 75.25% |
Listed Properties | 0.0% | 0.0% |
Unlisted Properties | 0.0% | 0.0% |
Other | 0.0% | 0.0% |
Commodities | 0.0% | 0.0% |
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.