Morningstar Fund Report
koura KiwiSaver - NZ Equities
Fund Report | Report generated 01 Dec 2021 | 
Performance
31 Oct 2021
Growth of $10,000
Fund: koura KiwiSaver - NZ Equities
Index: S&P/NZX 50 TR NZD
Category: Equity Region NZ
Financial Year Total Returns
| -- | Mar-20 | Mar-21 | Oct-21 | |
|---|---|---|---|---|
| Fund | -- | -- | 32.09 | 3.77 |
| +/- Cat | -- | -- | -0.08 | -2.43 |
| +/- Index | -- | -- | 3.88 | -0.52 |
Trailing Total Returns
as at 31 Oct 2021| Total Return | +/- Cat | +/- Index | Cat Rank | |
|---|---|---|---|---|
| 1 Month | -1.43 | -0.05 | -0.11 | -- |
| 3 Month | 3.93 | -0.29 | -0.08 | -- |
| 1 Year | 9.18 | -2.84 | 0.78 | -- |
| 3 Year | -- | -- | -- | -- |
| 5 Year | -- | -- | -- | -- |
Risk Analysis
as at 31 Oct 2021| 3-Year Risk Measures | Fund | Category | Index |
|---|---|---|---|
| Standard Deviation | -- | 13.14 | 13.11 |
| Sharpe Ratio | -- | 1.12 | -- |
| R-Squared | -- | 95.1 | -- |
| Beta | -- | 0.98 | -- |
| Alpha | -- | 1.4 | -- |
Fund Details
| Fund Inception | 23 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 
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Quick Stats
as at 29 Oct 2021
| APIR Code | -- |
| Legal Type | Superannuation Fund |
| Status | Open |
| Category | Equity Region NZ |
| Entry Price $ | 1.2046 |
| Exit Price $ | 1.2046 |
| Exit Price 1 Week Change $ |
-- |
Morningstar Ratings
| Overall |
|
| 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 | -- / -- |