Adviser resources

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Why the Aurora KiwiSaver Scheme

Our Investment Options

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Liquidity

Minimum Suggested Investment Timeframe: Up to 1 year

The fund aims to provide capital security and liquidity by investing in a diversified portfolio of low-risk cash and cash-equivalent assets. These assets typically have short maturities and high liquidity. ESG factors are integrated where applicable.
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First Home Buyer

Minimum Suggested Investment Timeframe: 1 year

The strategy is designed for first-home buyers, aiming for stable returns by primarily investing in income assets, with some exposure to growth assets. The portfolio’s climate and environmental impact is tracked through carbon emissions and alignment with sustainability goals.
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Conservative

Minimum Suggested Investment Timeframe: 3 years

The fund seeks stable returns through a diversified portfolio, primarily in income assets with a moderate allocation to growth assets. Its climate and environmental impact is monitored through carbon emissions and alignment with sustainability goals.
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Balanced

Minimum Suggested Investment Timeframe: 6 years

The strategy balances return stability and investment growth by mixing growth and income assets. Its climate and environmental impact is tracked through carbon emissions and alignment with sustainability goals.
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Growth

Minimum Suggested Investment Timeframe: 10 years

The fund seeks long-term capital growth by investing primarily in growth assets, with a small portion in income assets. Its climate and environmental impact is tracked through carbon emissions and alignment with sustainability goals.
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RetirementPlus 0-50

Minimum Suggested Investment Timeframe: Varies

RetirementPlus simplifies investing by adjusting your asset allocation based on your age. We automatically reduce investment risk each year from age 51 to 80. The climate and environmental impact is tracked through carbon emissions and alignment with sustainability goals.
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Ready to start your Aurora KiwiSaver journey?

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Adviser Resources - to share with clients

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Notice for Advisers

Disclaimer: The resources provided below are for the exclusive use of financial advisers. It is not for general public distribution and should not be provided to retail clients or used by them for making investment decisions. The information provided in this section is for informational and promotional purposes only and does not constitute financial advice. Aurora Capital Limited, as the investment manager, does not take into account the investment objectives, financial situation, or particular needs of any specific person. All financial advisers are encouraged to consider the suitability of this information in view of your clients’ individual requirements.

Adviser Updates and Insights Channel

Access our latest updates and useful videos that explain Aurora’s investment philosophy and how we manage our portfolio construction.

Your guide to KiwiSaver & the Aurora KiwiSaver scheme

Here is the updated, new-and-improved "Why Aurora" deck which has been shared with managers. We’ve spent the last few weeks finessing the finer details, and I'm really excited for you to start using it. The key now is putting it to work. Please jump in and put it to immediate use with your clients.

KiwiSaver 101

Marcus Wild, Chief Client Officer, has recorded a video series designed to support your KiwiSaver conversations. These videos will help you guide your clients on how to make the most of their KiwiSaver.
Watch the series of videos below:
Watch how KiwiSaver can help grow your savings.
Watch check your fund type.
Watch figure out a good contribution rate.
Watch talk to a KiwiSaver expert.

November 2024 Market Update

November was a pivotal month for global markets, shaped by the U.S. presidential election and its far-reaching effects. While U.S. equities surged on the back of pro-business optimism, non-US and the NZ markets faced a mix of challenges and opportunities, with varied performance across regions. Watch our short video where Investment Analyst, Tom McRobie, gives a brief update. Click here to read our full November market commentary for deeper insights.

Fortnightly Adviser Update

In this fortnightly KiwiSaver update, Aurora's Investment Analyst, Tom McRobie, discusses the latest market and economic conditions driving Aurora's fund performance. He explains why staying invested in the energy transition, fuelled by the growing demand for data centres, continues to be a key strategy for Aurora.
Download slides

Mint Asset Management Presentation

In our quarterly fund manager presentation, Kirsten Boldarin from Mint Asset Management provides an update on some of Mint's stock selection strategies, ESG considerations and highlights an example of one of the stocks in the Aurora portfolio.
View presentation slides

October 2024 Market Update

Watch our short video where Investment Analyst, Tom McRobie, gives a brief update on what happened in the investment markets during October.
Click here to read our full October market commentary for deeper insights.

The Green Bonds Driving Climate Solutions

We’re excited to share the impactful companies and projects your clients support by investing their KiwiSaver money with Aurora.
One example is our investment in the Affirmative Global Impact Bond Fund, which actively funds the transition to renewable energy both in New Zealand and globally. Watch our short video below or download our information sheet that highlights some of the green bonds we're supporting through our investment in the fund. Download our information sheet.

Chart of the Fortnight

In this short 5 minute update, Aurora's CIO Sean Henaghan looks at the growing concern of world debt, its potential impact on economies and what this means for NZ and KiwiSaver.

September 2024 Quarterly Market Review

Watch our 2 minute video where Aurora’s Investment Analyst Tom McRobie breaks down what's been driving investment markets over the last quarter.
Click here to read our full September 2024 quarterly market review.

A view from the CIO

In this fortnightly KiwiSaver update to advisers, Sean Henaghan, CIO, discusses the latest market and economic conditions, what's driving the strong quarterly and year-on-year returns for the Aurora funds, and provides a forward view on emerging trends and opportunities.
Download slides

September 2024 Adviser Roadshow

Market outlook and investing for change
Watch our latest roadshow video where we covered a market and fund update, outlining some of the key themes shaping Aurora's investment strategy. With responsible investing becoming an increasingly important driver for Kiwi investors, we also discussed the company’s climate and sustainability focus, and how Aurora is continuing to drive meaningful change. Download slides

Macquarie Asset Management Presentation

In this quarterly fund manager presentation, Alastair Maasch, Portfolio Manager from Macquarie Asset Management (MAM), provides an update on the New Zealand Fixed Interest landscape and current economic outlook driving some of the strategies behind MAM's management of the Aurora funds.
Download slides

June Quarter Market Snapshot

Tune in for a June Quarter Market Snapshot from Aurora's Chief Investment Officer, Sean Henaghan.

June Quarter 2024 Adviser Roadshow

Take a look at our latest adviser roadshow where we discussed a range of topics including what's driving global markets, fund performance and some of the key themes we're watching.
Download Slides

Same destination, smoother journey

Our focus is on managing our portfolios to generate long-term returns. We call our investment philosophy "same destination, smoother journey". This means our members will have less drastic ups and downs in their balances but reach the same destination with less worry. Find out more by watching our video.

Understanding Scope 4 Emissions

When we measure the carbon in our portfolio we look at scope 1, 2, and 3 emissions, which are directly related to the greenhouse gases (GHGs) produced by a company or its value chain. Scope 4 emissions however, focus on measuring the emissions avoided by using a certain product or service. Watch our video to find out more.