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

-%/-%

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 within the next year

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

Quarterly Fund Update Fund Introduction
Paul Morris, Portfolio Manager

Paul joined Milford in February 2016 and is the Portfolio Manager of a number of Milford funds. Paul has over 20 years’ experience in global and Australasian financial markets. 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.

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).

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