Have you ever wondered how your KiwiSaver fund stacks up against the others? The latest report from independent investment research company Morningstar sheds light on who’s delivering the best returns to their members.
We’re pleased to report our members are achieving outstanding results. Milford’s KiwiSaver Active Growth Fund is the best-performing KiwiSaver growth fund in the country over the past 10 years. Plus, our KiwiSaver Balanced Fund and our KiwiSaver Conservative Fund are the best-performing balanced and conservative funds over the past 5 years.
10-Year KiwiSaver Growth Fund Annual Returns
Data sourced from Morningstar KiwiSaver Survey September 2019. Returns are after fees and before tax. Please note past performance is not a guarantee of future performance.
By focusing on long-term investment returns achieved after fees have been deducted, Morningstar’s research reveals the true value KiwiSaver providers are adding to their member’s savings.
Is your KiwiSaver account working as hard as it should?
Even a small increase in your annual investment returns can make a big difference to the amount you could have at retirement. In many cases, this could mean tens of thousands of dollars extra for your future.
At Milford, we’ve produced excellent returns for our KiwiSaver members by combining our world-class investment expertise with an insatiable curiosity that keeps us constantly asking how we can do better.
And while investment returns are important, like you we have other things that are important to us. So, when you invest with Milford you can take comfort in knowing you’re also supporting the local community, you’re investing responsibly and you’re getting peace of mind because all Milford employees invest their own retirement savings in Milford’s Funds – right next to yours.
If that sounds like the kind of company you’d like looking after your savings, why not join our award-winning KiwiSaver Plan right now?
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 an Authorised Financial Adviser. Please note past performance is not a guarantee of future performance. Please read the Milford KiwiSaver Plan Product Disclosure Statement (found here) before investing.