KiwiSaver Balanced Fund - Milford Asset
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.

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

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

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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