Aurora Growth Fund

Invests mainly in growth assets with some defensive assets to deliver long-term capital growth. It aims to outperform inflation (CPI) over the long-term by 4.0% p.a. before fees and tax.

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

This fund may be suitable for investors who:

Read the PDS before investing

Have...

A long timeframe to build their retirement savings.

Are aiming for...

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

Are keen to...

Help improve the health of the planet through their investment.

Fund Performance*

1 month

as 31 August 2025

0.74%

3 months

as 31 August 2025

3.77%

1 year

as 31 August 2025

7.46%

3 years p.a.

as 31 August 2025

8.28%

*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.

Target investment mix

Australasian equities

20.0 %

International equities

52.0 %

Other assets

8.0 %

International fixed interest

11.0 %

NZ fixed interest

6.0 %

Cash and cash equivalents

3.0 %

KiwiSaver options for everyone.

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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