Portfolio Manager Jonathan Windust discuses the performance of the Balanced Fund, which was up 1.6% for the month and 19.2% for the past year. Jonathan outlines the key contributors to this performance and notes the investment outlook 2013.
The Milford Balanced Funds target is to achieve capital growth over time by holding a diversified investment portfolio including New Zealand and overseas cash, bonds and shares.
Milford KiwiSaver Plan Balanced Fund – April 2013
Disclaimer: This is intended to provide general information only. It does not take into account your investment needs or personal circumstances. It is not intended to be viewed as investment or financial advice. Should you require financial advice you should always speak to a Financial Adviser. Past performance is not a guarantee of future performance.
For more information on getting advice at Milford, please visit: https://milfordasset.com/getting-advice