Aurora Growth Fund

The portfolio is actively managed and includes Australasian equities and international equities, property, fixed interest, and cash. The portfolio is biased to investments that support the transition to a low-carbon world and can contribute to a more sustainable future.

  • Minimum suggested investment timeframe: 10 years
  • Risk Factor (1-7 scale): 5
  • Annual fund charges: 1.50% + $36 admin fees P.A

This strategy may be suitable for Kiwi who:

Aurora Capital

Have...

A long timeframe to build their retirement savings. 

Aurora Capital

Are wanting...

A higher long-term return potential over a lower and more stable short-term return.

Aurora Capital

Are keen to...

Help improve the health of the planet through their KiwiSaver scheme.

Fund Performance*

1 month

as 30 September 2025

2.62%

3 months

as 30 September 2025

4.61%

1 year

as 30 September 2025

9.50%

3 years p.a.

as 30 September 2025

11.22%

Long term asset allocation

NZ Equities
20.0 %
Global Equities
52.0 %
Infrastructure
8.0 %
Global Bonds
11.0 %
NZ Bonds
6.0 %
Cash
3.0 %

KiwiSaver options for everyone.

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Liquidity

The Fund aims for capital security and liquidity through a diversified portfolio of low-risk, liquid assets, integrating ESG factors where relevant.

Conservative

The Fund seeks stable returns via income assets with moderate growth exposure, tracking climate impact through carbon measures and sustainability alignment.

Growth

The Fund targets long-term growth through a diversified portfolio of growth assets, with a small allocation to income assets, monitoring climate impact.

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