Aurora Kiwisaver Future Focused Fund

Launched in 2021, the Aurora Future Focused Fund is final of three funds offered by the Aurora KiwiSaver Scheme, established by Aurora Capital Limited whose investment philosophy is underpinned by the belief that it’s possible to make the world a better place through responsible investing.

The Fund is promoted and distributed by the Aurora Financial Group, who are licensed financial advice providers and offer financial advice to retail clients.

This is a Diversified fund providing exposure to a broad range of global equity and fixed income securities. The Fund currently invests in a combination of highly environmental, social and governance (ESG) rated Exchange Traded Funds.

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Investment Manager

Aurora Capital  Ltd

Investment Policy and Objectives

The Fund is built to provide investors with a diversified exposure to global equities and fixed income. The portfolio has a strong focus on ESG factors.

Investment Strategy The Fund invests in a combination of highly ESG rated Exchange Traded Funds, namely:

  • ETFs which also exclude fossil fuels for core global and emerging market equity exposure
  • ETFs that focus on clean energy, global timber, and global water for supplementary global equity exposure and
  • A combination of US$ inflation linked bond and global green bond ETFs for fixed income exposure.
Benchmark The Fund targets a return exceeding the CPI by 4.0% per annum before fees and tax, over the medium to long term.

The Fund also has a non-financial objective of an MSCI Weighted Average Carbon intensity measure lower than that of the benchmark index over the medium to long term.

How to invest