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About

Morningstar Fund Report

koura KiwiSaver - Emerging Markets Eqs

Retail

Fund Report | Report generated 02 Dec 2021 |

Performance

31 Oct 2021

Growth of $10,000

Fund
Fund: koura KiwiSaver - Emerging Markets Eqs
Index
Index: MSCI EM GR NZD
Category
Category: Equity Region Emerging Markets

Financial Year Total Returns

-- Mar-20 Mar-21 Oct-21
Fund -- -- 35.31 -1.64
+/- Cat -- -- 1.45 4.37
+/- Index -- -- 0.78 2.74

Trailing Total Returns

as at 31 Oct 2021
Total Return +/- Cat +/- Index Cat Rank
1 Month -2.26 0.76 0.38 --
3 Month -2.56 1.41 0.31 --
1 Year 13.08 7.76 4.72 --
3 Year -- -- -- --
5 Year -- -- -- --

Risk Analysis

as at 31 Oct 2021
3-Year Risk Measures Fund Category Index
Standard Deviation -- 13.38 --
Sharpe Ratio -- 0.51 --
R-Squared -- 91.9 --
Beta -- 1.08 --
Alpha -- -2.89 --

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  Learn more

Quick Stats

as at 29 Oct 2021

APIR Code --
Legal Type Superannuation Fund
Status Open
Category Equity Region Emerging Markets
Entry Price $ 1.1802
Exit Price $ 1.1802
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 -- / --