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Aurora Conservative Fund

The portfolio is actively managed and includes fixed interest, Australasian equities and international equities, property, 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: 3 years
  • Risk Factor (1-7 scale): 4
  • Annual fund charges: 1.25% + $36 admin fees P.A

This strategy may be suitable for Kiwi who:

Read the PDS before investing
Aurora Capital

Have...

A preference for moderate investment risk.

Aurora Capital

Are wanting...

Moderate and relatively stable short-term returns over potentially higher long-term returns.

Aurora Capital

Are keen to...

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

Fund Performance*

1 month

as 30 September 2025

1.33%

3 months

as 30 September 2025

2.74%

1 year

as 30 September 2025

5.57%

3 years p.a.

as 30 September 2025

5.51%

*Past performance is not necessarily an indicator of future performance. The value of investments can go down as well as up. Returns are after fees and before tax.

Long term asset allocation

NZ Equities
8.0 %
Global Equities
12.0 %
Infrastructure
5.0 %
Global Bonds
30.0 %
NZ Bonds
30.0 %
Cash
15.0 %
25% Growth assets, 75% Income assets.

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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