View PerformanceKiwiSaver Balanced Fund

KiwiSaver Balanced Fund

Fund Overview

Investment Objective
Milford KiwiSaver Balanced Fund’s objective is to provide capital growth* over the minimum recommended investment timeframe.
*After the base fund fee but before tax and before the performance fee (if applicable).

Investment Strategy
It is a diversified fund that primarily invests in equities, with a significant allocation to fixed interest securities.

RIAA Certification

Milford KiwiSaver Balanced Fund has been certified by the Responsible Investment Association Australasia according to the operational and disclosure practices required under the Responsible Investment Certification Program. See www.responsiblereturns.com.au for details.

Disclaimer: The Responsible Investment Certification Program provides general advice only and does not take into account any person’s objectives, financial situation, or needs. Neither the Certification Symbol nor RIAA recommends to any person that any financial product is a suitable investment or that returns are guaranteed. Because of this, you should consider your own objectives, financial situation and needs and also consider the terms of any product disclosure document before making an investment decision. Certifications are current for 24 months and subject to change at any time.

This fund is for investors seeking

Capital growth over at least 5 years

A medium to high risk investment

Diversified exposure to primarily equities and significant allocation to fixed interest securities

Managing the KiwiSaver Balanced Fund

Mark Riggall Portfolio Manager
Paul Morris Portfolio Manager & Deputy CIO

KiwiSaver Balanced Fund

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