Aurora First Home Buyer 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 2.25% per annum before fees and tax, over a suggested investment timeframe of 1+ years. |
| Investment Strategy | Designed for first home buyers, aiming to provide stable short-term investment returns. It invests in mostly income assets, but also includes some growth assets. The portfolio is actively managed and includes cash, fixed interest, Australasian equities and international equities, infrastructure. Environmental, Social and Governance (ESG) and sustainability considerations are integrated into portfolio decision making. |
| Benchmark | The market index is made up of 75% Aurora Conservative Fund market index and 25% Aurora Liquidity Fund market index. |
