KiwiSaver Balanced Fund - Milford Asset

KiwiSaver Balanced Fund

Since inception return

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p.a. as at -

Returns since - after fees and before tax

1 year return

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As at -

After fees and before tax

Risk Profile

Lower risk Higher risk

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Potentially
lower returns
Potentially
higher returns

Target Income / Growth Assets

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Base Fund Fee
(estimated)

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Plus performance fee

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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

Mark Riggall, Portfolio Manager

Mark is the Portfolio Manager for the Balanced Fund (responsible for its asset allocation) in addition to responsibility for managing the Central Dealing Desk. Prior to joining Milford in November 2014, Mark spent 11 years with Morgan Stanley in London and Hong Kong as an equity derivatives trader. In Hong Kong he had responsibility for the Asia ex-Japan index derivatives business, running multiple regional derivative portfolios. Prior to that in London he ran a global equity derivatives portfolio in addition to a UK equity derivatives portfolio. Mark has a Masters of Engineering degree from the University of Bath, UK.

Paul Morris, Portfolio Manager

Paul joined Milford in February 2016. He is the Portfolio Manager of the Milford Trans-Tasman Bond Fund, the Milford Global Bond Fund and the Milford Conservative Funds (Unit Trust & KiwiSaver) as well as the Co-Manager of the Milford Balanced Funds (Unit Trust & KiwiSaver). Paul has over 20 years’ experience in financial markets here and overseas. Paul held senior fixed income roles with investment banks including Merrill Lynch and ABN AMRO in London. His experience includes debt capital markets, credit trading and interest rate derivatives trading. Paul moved to New Zealand in 2009 and was Executive Director and Head of Debt Capital Markets at JBWere, before moving to Macquarie Private Wealth in 2010. Paul has a Masters in Aeronautical Engineering from Queens University in Belfast.

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