KiwiSaver Aggressive Fund - Milford Asset

KiwiSaver Aggressive FundNew

Since inception return

1 year return

Risk Profile

Lower risk Higher risk

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Potentially
lower returns
Potentially
higher returns

Target Income / Growth Assets

-%/-%

Base Fund Fee
(estimated)

-%

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This Fund is for investors seeking:

• To maximise capital growth over at least 15 years

• A higher risk investment

• Primarily invests in international equities, with a moderate allocation to Australasian equities.

Fund Introduction Monthly Fact Sheet

Stephen Johnston, Portfolio Manager

Stephen is the Portfolio Manager of the KiwiSaver Aggressive Fund and Co-Manager of the Milford Global Equity Fund. He has over 20 years of investment experience across global financial markets and different asset classes. Prior to joining Milford in 2013, Stephen was a partner at London based Adelante Asset Management where he was a Senior Portfolio Manager, managing an Emerging Market Equity Fund. Prior to Adelante, Stephen was a Portfolio Manager in London at Threadneedle Investments and Convivo Capital Management, managing various Emerging Market Funds.

Stephen holds a Bachelor of Laws and a Bachelor of Commerce from the University of Otago and was admitted to the Bar as a Barrister and Solicitor of the High Court of New Zealand in 1995.

Jonathan Windust, Portfolio Manager & Deputy CIO

Jonathan is Deputy Chief Investment Officer, Portfolio Manager of the Milford Active Growth Funds (Unit Trust & KiwiSaver) and Co-Manager of the KiwiSaver Aggressive Fund. 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.

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