KiwiSaver Active Growth Fund
Since inception return
1 year return
Risk Profile
Lower risk Higher risk
1
2
3
4
5
6
7
Potentially
lower returns Potentially
higher returns
Target Income / Growth Assets
-%/-%
This Fund is for investors seeking:
• Target returns of 10% per annum over the minimum recommended investment time frame
• A medium to high risk investment
• Diversified exposure to primarily equities and moderate allocation to fixed interest securities
Quarterly Fund Update Monthly Fact SheetJonathan Windust, Portfolio Manager & Deputy CIO
Jonathan is Deputy Chief Investment Officer, Portfolio Manager of the Milford Active Growth Funds (Investment Funds & KiwiSaver) and Co-Manager of the Aggressive Funds (Investment Funds & KiwiSaver). Prior to joining Milford in 2008, Jonathan worked for Gartmore Investment Management in London where he was Portfolio Manager for the Royal Bank of Scotland Pension scheme which had assets in excess of NZ$25 billion. While at Gartmore, Jonathan was also responsible for investment strategy and investments into individual private equity funds and companies across Europe and Asia. Prior to Gartmore, Jonathan worked for BT Funds Management, Frank Russell and the New Zealand Dairy Board (now Fonterra). Jonathan is a CFA Charterholder.
William Curtayne, Portfolio Manager
William joined Milford in 2010 and is primarily based in Auckland after working in Milford’s Sydney office from its establishment in 2014 before returning to Auckland in 2021.
William focuses mainly on Australian equities as the Portfolio Manager of the Australian Absolute Growth Funds and the Milford Dynamic Funds. William is also Co- Manager of the flagship Milford Active Growth Fund.
William visits and speaks to hundreds of companies every year and conducts detailed financial analysis to uncover high quality investment ideas.
William has a Bachelor of Commerce from the University of Auckland majoring in Finance and Economics, and is a CFA Charterholder.