KiwiSaver Moderate Fund

Fund Overview

Investment Objective
The Milford KiwiSaver Moderate Fund’s objective targets a moderate returns and capital growth* over the minimum recommended investment timeframe.
^{*After fees but before tax.}

Investment Strategy
Invests in fixed interest securities with a significant allocation to equities.

Ratings & Certifications

Milford KiwiSaver Moderate 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.}

The risk indicator is rated from 1 (low) to 7 (high). The rating reflects how much the value of the Fund’s assets goes up and down (volatility). A higher risk generally means higher potential returns over time, but more ups and downs along the way.

This fund is for investors seeking

Moderate returns and capital growth over at least 4 years

A medium risk investment

Exposure to primarily bonds and cash with a significant allocation to shares.

Managing the KiwiSaver Moderate Fund

Paul Morris Head of Asset Allocation and Deputy CIO

Mark Riggall Head of Portfolio Implementation

KiwiSaver Moderate Fund

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