KiwiSaver Cash Fund - Milford Asset

KiwiSaver Cash Fund

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

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Base Fund Fee
(estimated)

-%

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This Fund is for investors seeking:

• A target return above the New Zealand Official Cash Rate

• A low risk investment

• To use their KiwiSaver to purchase a first home in the short-term

• Exposure to primarily New Zealand cash, short-dated debt securities and term deposits

Quarterly Fund Update
Travis Murdoch, Portfolio Manager

Travis is the Portfolio Manager of the Trans-Tasman Bond Fund & the Global Corporate Bond Fund. He has over 15 years of fixed income investment experience across global financial markets. Prior to joining Milford in 2020, Travis worked for a range of leading global financial institutions including Legal and General Investment Management, J.P Morgan Asset Management and RBC Capital Markets. Travis holds a Bachelor of Laws and a Bachelor of Commerce from the University of Otago.

Katlyn Parker, Investment Analyst

Katlyn is an Investment Analyst and co-Portfolio Manager of the Milford Cash Funds. Her primary role is to conduct fixed income research, focused on corporate bond markets.

Katlyn joined Milford in September 2015 after relocating to New Zealand from Ireland, initially as a Private Wealth Associate and most recently as an Authorised Financial Adviser. Prior to joining Milford she was employed by Davy Stockbrokers in Dublin.

Katlyn graduated with a first class honours degree in Actuarial Mathematics from Dublin City University (DCU) and is a CFA Charterholder.

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