Forms & Documents

Documents

Milford KiwiSaver Plan Product Disclosure Statement

(includes application form)

Milford Investment Funds Product Disclosure Statement

(includes application form)

Milford Engagement Activity and Outcomes

Milford Investment Exclusion List

Milford KiwiSaver Plan Annual Reports

Milford Investment Funds Annual Reports

Member Guide

Investor Guide

Statement of Investment Policy & Objectives

Statement of Investment Policy & Objectives

Other Material Information

Milford Investment Funds Other Material Information

Compilation of Market Index Constituents

Compilation of Market Index Constituents

KiwiSaver Financial Adviser Fees

Investment Fund Financial Adviser Fees

Milford Investment Funds Guide

Milford Bond Guide

Swing Pricing

Milford Sustainable Investment Statement