Aurora Balanced Strategy is 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 Strategy is promoted and distributed by the Aurora Financial Group, who are licensed financial advice providers and offer financial advice to retail clients.
| Investment Manager |
Aurora Capital Ltd |
|---|---|
| Investment Policy and Objectives |
To deliver returns exceeding the Consumer Prices Index by 3.4% per annum before fees and tax, over a suggested investment timeframe of 6+ years. |
| Investment Strategy | Diversified strategy aiming to provide a balance between stability of returns and growth, by investing in a mix of income and growth assets. The underlying portfolio is actively managed and includes cash, fixed interest, infrastructure, Australasian equities and international equities. Environmental, Social and Governance (ESG) and sustainability considerations are integrated into portfolio decision making. |
| Benchmark | The market index is made up of 40% Aurora Conservative Fund market index and 60% Aurora Growth Fund market index. |
