KiwiSaver Moderate Fund - Milford Asset

KiwiSaver Moderate FundNew

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:

• Moderate returns and capital growth over at least 5 years

• A medium risk investment

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

Fund Introduction

Mark Riggall, Portfolio Manager

Mark is the Portfolio Manager for the Balanced Funds and KiwiSaver Moderate Fund (responsible for 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 Conservative Funds, Trans-Tasman Bond Fund, Global Corporate Bond Fund and Cash Funds. He is also Co-Manager of the Milford Balanced Funds and Milford KiwiSaver Moderate Fund. 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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