KiwiSaver Moderate Fund - Milford Asset
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).

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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