|
Sub Type
| Cash |
|
Report Date
| 2026-03-31 |
|
Total Assets
| $8,300,000 |
|
Total Cost Ratio
| 0.63% |
|
Growth Assets
| N/A |
|
Sustainability Rating
| Below 4 globe |
|
Default Option
| No |
|
Replicated Option
| No |
|
Period
|
Return
|
| 3 months | 0.4% |
| 1 year | 2.5% |
| 3 years | 4.0% |
| 5 years | 3.1% |
| 10 years | N/A |
|
Sub Type
| International Share |
|
Report Date
| 2026-03-31 |
|
Total Assets
| $3,600,000 |
|
Total Cost Ratio
| 1.10% |
|
Growth Assets
| 99.00% |
|
Sustainability Rating
| Below 4 globe |
|
Default Option
| No |
|
Replicated Option
| No |
|
Period
|
Return
|
| 3 months | 4.7% |
| 1 year | 59.3% |
| 3 years | -0.6% |
| 5 years | N/A |
| 10 years | N/A |
|
Sub Type
| Miscellaneous |
|
Report Date
| 2026-03-31 |
|
Total Assets
| $33,300,000 |
|
Total Cost Ratio
| 0.63% |
|
Growth Assets
| 99.00% |
|
Sustainability Rating
| Below 4 globe |
|
Default Option
| No |
|
Replicated Option
| No |
|
Period
|
Return
|
| 3 months | 3.5% |
| 1 year | 27.3% |
| 3 years | 16.8% |
| 5 years | 8.1% |
| 10 years | N/A |
|
Sub Type
| Nz Fixed Interest |
|
Report Date
| 2026-03-31 |
|
Total Assets
| $62,600,000 |
|
Total Cost Ratio
| 0.63% |
|
Growth Assets
| N/A |
|
Sustainability Rating
| Below 4 globe |
|
Default Option
| No |
|
Replicated Option
| No |
|
Period
|
Return
|
| 3 months | -0.6% |
| 1 year | 3.4% |
| 3 years | 5.3% |
| 5 years | 2.0% |
| 10 years | N/A |
|
Sub Type
| Australasian Shares |
|
Report Date
| 2026-03-31 |
|
Total Assets
| $50,600,000 |
|
Total Cost Ratio
| N/A |
|
Growth Assets
| 99.00% |
|
Sustainability Rating
| Below 4 globe |
|
Default Option
| No |
|
Replicated Option
| No |
|
Period
|
Return
|
| 3 months | -5.6% |
| 1 year | 3.7% |
| 3 years | 1.8% |
| 5 years | 0.4% |
| 10 years | N/A |
|
Sub Type
| Property |
|
Report Date
| 2026-03-31 |
|
Total Assets
| $2,800,000 |
|
Total Cost Ratio
| 1.10% |
|
Growth Assets
| 99.00% |
|
Sustainability Rating
| Below 4 globe |
|
Default Option
| No |
|
Replicated Option
| No |
|
Period
|
Return
|
| 3 months | -16.2% |
| 1 year | -1.6% |
| 3 years | -2.3% |
| 5 years | N/A |
| 10 years | N/A |
Koura Rest of World Equities
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|
Sub Type
| International Share |
|
Report Date
| 2026-03-31 |
|
Total Assets
| $54,200,000 |
|
Total Cost Ratio
| N/A |
|
Growth Assets
| 100.00% |
|
Sustainability Rating
| 4 or 5 globe |
|
Default Option
| No |
|
Replicated Option
| No |
|
Period
|
Return
|
| 3 months | 1.3% |
| 1 year | 14.3% |
| 3 years | 13.5% |
| 5 years | 9.0% |
| 10 years | N/A |
Koura Scheme - Koura Bitcoin
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|
Sub Type
| Miscellaneous |
|
Report Date
| 2026-03-31 |
|
Total Assets
| $10,800,000 |
|
Total Cost Ratio
| 1.10% |
|
Growth Assets
| N/A |
|
Sustainability Rating
| Below 4 globe |
|
Default Option
| No |
|
Replicated Option
| No |
|
Period
|
Return
|
| 3 months | -21.8% |
| 1 year | -18.9% |
| 3 years | 34.9% |
| 5 years | N/A |
| 10 years | N/A |
|
Sub Type
| Aggressive |
|
Report Date
| 2026-03-31 |
|
Total Assets
| $24,400,000 |
|
Total Cost Ratio
| 1.10% |
|
Growth Assets
| 98.00% |
|
Sustainability Rating
| Below 4 globe |
|
Default Option
| No |
|
Replicated Option
| No |
|
Period
|
Return
|
| 3 months | -4.2% |
| 1 year | 14.9% |
| 3 years | N/A |
| 5 years | N/A |
| 10 years | N/A |
|
Sub Type
| Us Equities |
|
Report Date
| 2026-03-31 |
|
Total Assets
| $155,200,000 |
|
Total Cost Ratio
| 0.63% |
|
Growth Assets
| 100.00% |
|
Sustainability Rating
| 4 or 5 globe |
|
Default Option
| No |
|
Replicated Option
| No |
|
Period
|
Return
|
| 3 months | -6.4% |
| 1 year | 14.4% |
| 3 years | 19.4% |
| 5 years | 12.0% |
| 10 years | N/A |