Launched in 2021, the Aurora Future Focused Fund is final of four 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.
| Investment Manager |
Aurora Capital Ltd |
|---|---|
| Description |
Diversified fund that provides exposure to a broad range of global equity and fixed income securities. Currently invests in a selection of ETFs. Biased to ETFs with high ESG scores. |
| Objective | The primary Fund objective is to deliver returns exceeding the CPI by 4.0% per annum before fees and tax, over the medium to long term. The Fund’s non-financial objective is to have an MSCI Weighted Average Carbon Intensity measure lower than that of the benchmark index over the medium to long term. The MSCI Weighted Average Carbon Intensity measures will be published monthly on Aurora’s website, www.aurora.co.nz. |
| Investment Manager strategy | 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. The investment universe for the Fund is an outcome of Aurora’s screening policy, as outlined in the SIPO. The Fund currently invests in a combination of highly ESG rated Exchange Traded Funds (“ETFs”), namely:
Allocations to the ETFs are actively managed. |
