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Aurora Balanced Strategy

Balanced Strategy

Portfolio snapshot

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 Kiwis who:

Have...

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

Are wanting...

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

Are keen to...

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

Balanced Pie

Long term asset allocation

58% Growth assets, 42% Income assets. 

Climate and environment

We monitor the climate and environment sustainability of the investments in the portfolio through relevant metrics, which can then be compared against broader market indices or 'benchmarks.' The metrics are currently provided for the equity and listed infrastructure components of the portfolio. 

Data as at 30 September 2023.

3.1°C

The Temperature Alignment of the portfolio, based on carbon intensity.

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69%

% of sales contributing to the UN's Sustainable Development Goals (SDG's).

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427

Carbon Intensity, in tonnes per $1m of portfolio value, on the equity allocation.

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What the portfolio won't invest in

  • Controversial Weapons
  • Pornography production
  • Tobacco production
  • Nuclear Weapons Components, Systems and Support Services
  • Revenue from the extraction and sale of coal
  • Companies with evidence of fossil fuel reserves

For more information, please read the Aurora Statement of Investment Policy and Objectives.

Performance and current investments

For performance and current holdings, take a look at our fact sheets

Find it here