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Strategic High Growth Fund

The fund aims to deliver returns equal to or better than global stock markets. Initially, it will invest exclusively in the JP Morgan Enhanced Equity Fund, known for its strong research capabilities and historical performance, with a 5% allocation to New Zealand fixed interest. As the fund grows, it will diversify into a broader range of assets to capitalize on global trends and market opportunities. Unlike other Kōura Funds, this fund will be actively managed.

since inception

Fund Performance

Unit Price

Top Holdings

Top Holdings as at Feb 28, 2025

APPLE INC

APPLE INC

Information Technology

WEIGHTING
4.80%

MICROSOFT CORP

MICROSOFT CORP

Information Technology

WEIGHTING
4.26%

NVIDIA CORP

NVIDIA CORP

Information Technology

WEIGHTING
4.17%

AMAZON COM INC

AMAZON COM INC

Consumer Discretionary

WEIGHTING
2.95%

META PLATFORMS INC

META PLATFORMS INC

Communication

WEIGHTING
2.17%

ALPHABET INC A CLASS

ALPHABET INC A CLASS

Communication

WEIGHTING
1.40%

VISA INC

VISA INC

Financials

WEIGHTING
1.16%

BROADCOM INC

BROADCOM INC

Information Technology

WEIGHTING
1.14%

ALPHABET INC C CLASS

ALPHABET INC C CLASS

Communication

WEIGHTING
1.07%

MASTERCARD INC

MASTERCARD INC

Financials

WEIGHTING
0.99%