View PerformanceKiwiSaver Moderate Fund

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.

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

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

To view the full portfolio holdings of the Milford KiwiSaver Moderate Fund, please see the Disclose register , click on Search for an Offer, entering Milford KiwiSaver Plan as the offer name and click on the Investment Options tab.

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 Portfolio Manager & Deputy CIO
Mark Riggall Portfolio Manager

KiwiSaver Moderate Fund

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