Forms & Documents

Milford KiwiSaver Plan Product Disclosure Statement

(includes application form)

PDF

Milford Investment Funds Product Disclosure Statement

(includes application form)

PDF

Milford Engagement Activity and Outcomes

PDF

Milford Investment Exclusion List

PDF

Milford KiwiSaver Plan Annual Reports

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Milford Investment Funds Annual Reports

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Member Guide

PDF

Investor Guide

PDF

Statement of Investment Policy & Objectives

PDF

Statement of Investment Policy & Objectives

PDF

Other Material Information

PDF

Milford Investment Funds Other Material Information

PDF

Compilation of Market Index Constituents

PDF

Compilation of Market Index Constituents

PDF

KiwiSaver Financial Adviser Fees

PDF

Investment Fund Financial Adviser Fees

PDF

Milford Investment Funds Guide

PDF

Milford Bond Guide

PDF

Swing Pricing

PDF

Milford Sustainable Investment Statement

PDF