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Aurora Balanced Strategy

The portfolio is actively managed and invests in Australasian equities and international equities, property, fixed interest, 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: 6 years
  • Risk Factor (1-7 scale): 4
  • Annual fund charges: 1.40% + $36 admin fees P.A

This strategy may be suitable for Kiwi who...

Contact an adviser before investing
Aurora Capital

Have...

A medium-to-long timeframe to build their retirement savings.

Aurora Capital

Are wanting...

A higher long-term return potential over short-term return stability.

Aurora Capital

Are keen to...

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

Fund and Strategy Performance*

1 month

as 30 September 2025

2.10%

3 month

as 30 September 2025

3.86%

1 year

as 30 September 2025

7.94%

3 years p.a.

as 30 September 2025

8.93%

*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
15.2 %
Global Equities
36.0 %
Infrastructure
6.8 %
Global Bonds
18.6 %
NZ Bonds
15.6 %
Cash
7.8 %
58% Growth assets, 42% 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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