Welcome to Milford

Milford is a boutique investment firm that provides a range of investment products and services designed to help clients meet their specific investment objectives. We seek to consistently deliver superior investment returns and high quality customer service. Take a moment and discover how Milford can help you realise your financial goals.

Learn more Meet the team Milford awards

KiwiSaver

KiwiSaver is a long-term savings scheme designed to help New Zealanders save for their retirement. Milford's KiwiSaver Plan has three Funds suitable for those both close to or a long way from retirement.

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PIE Funds

Milford has a range of PIE Funds. Each Fund gives investors access to different investment opportunities and potential levels of risk. All Milford Funds adopt an active management approach.

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Private Wealth

Private Wealth is for individuals, family trusts, charities and institutions with more than $500,000 to invest and who require an ongoing advisory service. Investment portfolios are designed specifically for each client.

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Fund Updates

You can view all our Fund Updates here.

View Fund Updates

You can visit the Milford
YouTube channel here.

Milford YouTube
  • KiwiSaver

    Active Growth Fund

    February performance update
    with Brian Gaynor
  • PIE

    Global Fund

    February performance update
    with Felix Fok
  • PIE

    Diversified Income Fund

    February performance update
    with David Lewis

Milford tops Morningstar KiwiSaver Survey

In the recently released Morningstar Survey of KiwiSaver fund performance, all of Milford’s funds ranked either first or second for 1 year returns, and retained the top spots…

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Milford KiwiSaver passes $500 million with an average $39,230 per member

Milford Asset Management’s total KiwiSaver Funds under management has passed $500 million and stood at $523 million, with 13,330 members, at the end of 2015. This represents an…

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KiwiSaver fund choices leave money on the table

Default investments and focus on low fees are reducing returns Growth funds achieved returns of 9.6 per cent per annum over five years, well ahead of the default…

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Latest News

Milford tops Morningstar KiwiSaver Survey

In the recently released Morningstar Survey of KiwiSaver fund performance, all of Milford’s funds ranked either first or second for 1 year returns, and retained the top spots…

Continue reading

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