Cash Fund

Fund Overview

Investment Objective
The Milford Cash Fund targets a return* above the New Zealand Official Cash Rate.

Investment Strategy
Primarily invests in New Zealand cash, short-dated debt securities and term deposits.

*After the base fund fee but before tax and before the performance fee (if applicable).

This fund is for investors seeking

A target return above the New Zealand Official Cash Rate

A low risk investment

Exposure to primarily New Zealand cash, short-dated debt securities and term deposits

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You are investing $70K Private Wealth Account

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Managing the Cash Fund

Katlyn Parker Investment Analyst
Ian Robertson Senior Analyst

Cash Fund

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