Learn To Invest
Stocks Special Reports LICs Credit Funds ETFs Tools SMSFs
Video Archive Article Archive
News Stocks Special Reports Funds ETFs Features SMSFs Learn
About

Morningstar Fund Report

koura KiwiSaver - Cash

Retail

Fund Report | Report generated 01 Dec 2021 |

Performance

31 Oct 2021

Growth of $10,000

Fund
Fund: koura KiwiSaver - Cash
Index
Index: S&P/NZX NZ Call Rate GR NZD
Category
Category: Cash

Financial Year Total Returns

-- Mar-20 Mar-21 Oct-21
Fund -- -- 0.21 0.14
+/- Cat -- -- -0.17 0.09
+/- Index -- -- -0.04 -0.02

Trailing Total Returns

as at 31 Oct 2021
Total Return +/- Cat +/- Index Cat Rank
1 Month 0.03 0.03 -0.01 --
3 Month 0.07 0.10 -0.01 --
1 Year 0.23 0.09 -0.04 --
3 Year -- -- -- --
5 Year -- -- -- --

Risk Analysis

as at 31 Oct 2021
3-Year Risk Measures Fund Category Index
Standard Deviation -- 0.27 0.18
Sharpe Ratio -- 1.34 --
R-Squared -- 29.15 --
Beta -- 1.91 --
Alpha -- 0.27 --

Fund Details

Fund Inception 31 Oct 2019
Responsible Entity Public Trust
Fund Manager koura Wealth Limited
Base Currency $NZ
Net Assets $Mil
(as at --)
--
Minimum Investment $ 0
Regular Savings Plan
(Yes/No)
--
Cash Distributions --

Current Investment Style

 

Style Box is unavailable.

Asset Allocation

Morningstar Sustainability Rating  Learn more

Quick Stats

as at 29 Oct 2021

APIR Code --
Legal Type Superannuation Fund
Status Open
Category Cash
Entry Price $ 1.0050
Exit Price $ 1.0050
Exit Price
1 Week Change $
--

Morningstar Ratings

Overall 0
3 Year  
5 Year  
10 Year  

Prosective Fees & Costs

as at --

Total Cost Ratio (Prospective) --
Investment Management Fee --
Performance Fee Costs --
Administration Fees & Costs --
Buy Spread/Sell Spread -- / --