Simplifying Investment, Maximizing Growth 

At Kōura, we’re committed to making investing easier and more rewarding for our members. That’s why we’re excited to introduce the Kōura Strategic High Growth Fund — a dynamic new fund designed to deliver strong, sustainable returns while simplifying your investment journey. 

Why We Created the Kōura Strategic High Growth Fund 

We listened to your feedback and recognized a growing demand for a single, powerful fund that offers diversified exposure with the potential for superior performance. This fund is designed to provide simplicity and convenience, serving as a one-stop solution for investors who prefer a streamlined approach without compromising on growth potential. 

As the fund grows, it will gain the ability to invest in private assets, venture capital, and infrastructure, opening new avenues for growth. This means you can enjoy both the security of a diversified portfolio and the excitement of high-growth opportunities.  

We've heard from many members who prefer an actively managed fund—this fund meets that need by applying an active overlay to all investment decisions. 

What the Fund Invests In 

The Kōura Strategic High Growth Fund is designed to maximize returns through global diversification and strategic asset allocation. It focuses primarily on two core areas: 

• 5% Allocation to NZ Fixed Interest Instruments: This portion is managed using the same successful strategy as our existing NZ Fixed Interest Fund, which has consistently outperformed its benchmark over the past five years. 

Currently, there is no allocation to New Zealand equities. Based on our current market outlook, we believe international markets offer better growth opportunities. However, this perspective may change as market conditions evolve. 

Looking ahead, as the fund scales, we plan to diversify further into venture capital, private assets, and infrastructure to enhance growth and resilience. The fund fully complies with Kōura’s sustainability policy, avoiding investments in tobacco, weapons, coal, and companies involved in major controversies. 

Why We’re Confident It Will Perform 

The Kōura Strategic High Growth Fund isn’t just another investment option—it represents a new way of investing. While our core portfolios rely on a more passive approach and have delivered exceptional returns over the past five years, consistently outperforming competitor funds (thanks to strong asset allocation decisions), this fund allows us to take a more active approach. 

This fund enables us to make targeted, informed investment decisions with an active overlay that we believe can drive incremental outperformance over time. Importantly, this approach is not about taking unnecessary risks. Instead, we focus on making small, strategic calls that, when compounded, can significantly enhance your returns. This disciplined strategy, combined with JP Morgan's extensive resources, gives us confidence in the fund’s potential to deliver strong performance. 

How to Invest 

Investing in the Kōura Strategic High Growth Fund is simple: